How to Configure Roster Settings

Getting There

1. Click Settings (cog icon) in the left sidebar.

2. Select Roster from the settings menu.

Roster Notifications

Choose how employees are notified when shifts are published.

• Mobile Prompts — send push notifications to employees' mobile devices.

• Email Prompts — send email notifications.

• You can enable both, one, or neither.

Invitation Notifications

Choose how employees are notified about open shift invitations.

• Same options as roster notifications: Mobile Prompts and/or Email Prompts.

Invitation Expiry

• Set how long (in hours) an open shift invitation remains valid before it expires.

• Select from the dropdown (e.g. 1h, 2h, 4h, 8h, 12h, 24h, 48h).

Team Shifts View on Mobile App

• Toggle this on to show assigned employees in shift details on the mobile app roster.

• Useful for teams that need to see who else is working their shift.

Company Roles

Company roles are used when scheduling employees into shifts (e.g. Barista, Supervisor, Driver).

To enable company roles

1. Toggle the Company Roles switch on.
   
   

2. The roles table appears below.
   
   

To add a role

1. Click Add Company Role.
   
   

2. Enter the role name.

3. Click Save.
   
   

To edit or archive a role

• Click the edit icon to rename a role.

• Click the archive icon to deactivate a role you no longer use.

• Toggle Show Archive to view and restore archived roles.
  
  

Bulk upload

• Click Bulk Upload Company Roles to import many roles at once via CSV.
  
  

Saving Your Changes

• Click Save Changes at the bottom of the page.

Tips

• Enable both push and email notifications to maximise the chance employees see roster changes.

• Keep invitation expiry short (e.g. 4–8 hours) for urgent shift fills, or longer (24–48 hours) for advance planning.

• Use company roles to match the right people to the right shifts — they appear as filters on the roster page.