Roster Template: Resources

Overview 

You can use the Roster Template function to create, edit, and delete shift resources. 

Available

Payroll Plan:

Standard

✓ Premium

Creating a Resource

Individual Resource

  1. Click the Add resource link.
    Template_1.jpg

  2. Complete the following fields:
    • Employee.
    • Role.
    Template_2.jpg

  3. Click the Save button.

Multiple Resources 

  1. Click the Or Multiple link.
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  2. Enter the number of resources required in the Add Multiple Resources field. 
    Template_5.jpg

Editing a Resource 

  1. Click either on the Employee Name or Resource that needs editing.
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  2. Make the required changes and click the Save button.
    Template_3.jpg

Deleting a Resource

  1. Click either on the Employee Name or Resource that needs editing.
    Template_6.jpg

  2. Click the Delete this Resource button.
    Template_3.jpg

  3. Click the Delete button.
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