Manager:
After a workforce has been created, more Workforce Settings can be found in Edit Settings under the Workforce menu tab.
Create a new Workforce
A new workforce, together with its first roster, can be made by clicking the 'Managers: Create a new Workforce and Roster' button found under the Workforce menu tab.
Enter the name of your business as the Workforce Name. A description can also be added. Then click 'Create Workforce and Roster'.
Your new WorkRoster workforce and its first roster will be created. Some example shifts with some example employees will be automatically added to the new roster.
The example shifts and employees can be edited or deleted.After a workforce has been created, more Workforce Settings can be found in Edit Settings under the Workforce menu tab.
Use the Rosters menu tab to switch the roster view from one workforce to another.
ProTip
Any user on WorkRoster can create a workforce. New managers might like to create a workforce called something like "MY TEST WORKFORCE" and then use this workforce for testing and learning how to use the WorkRoster system.
Using your own separate and fake workforce testing/learning/playing with WorkRoster is safer than accidentally making mistakes, due to inexperience with the software, on your real production workforce rosters.
Using your own separate and fake workforce testing/learning/playing with WorkRoster is safer than accidentally making mistakes, due to inexperience with the software, on your real production workforce rosters.
See Also
Related Videos
Navigate
Documentation
Manager:
- Workforces
- Create a new Workforce
- Workforce Settings
- Create a New Roster
- Add New Employee Record
- Manage Employee Records
- Adding a New Shift
- Shift Breaks
- Assigning Employees to Shifts
- Double Assignments - Block, Warn, Allow
- Availability for Managers
- Shift Interest and Shift Agreement Display
- How to use Repeating Shifts
- Shift Cloning
- Calendar Navigation and Controls
- Data Retention, Backups, Archives, and Google Drive
Frequently Asked Questions:
- How do I create a 4-on/4-off shift pattern?
- How to change the Workforce Owner?
- How to upload the Workforce Logo
- How to Limit How Far Ahead Employees See Their Shifts
- How Employees Can See Each Other's Shifts
- How can I quickly view unfilled shifts?
- Software Feature Requests
- How to plan a roster in private?
- How to share the whole roster with all employees?
- Delete your WorkRoster User Account
- How to Change the Display Order of Multiple Rosters
Employee:
Miscellaneous: