Rostering

Rostering lets you plan your team's work schedule weeks or months in advance. Know exactly who's available each day and how much capacity you have for scheduling visits.

Overview

The rostering workflow:

Create Roster → Plan Capacity → Schedule Visits → Track Attendance

Why Roster?

• Capacity Planning - Know how many hours your team can work before scheduling
• Avoid Overbooking - See when you're approaching capacity limits
• Payroll Preparation - Expected hours inform timesheet review
• Team Communication - Everyone knows their upcoming schedule

Key Concepts

Roster Entry

A roster entry defines when a team member is expected to work:

Field	Description
User	The team member
Date	The scheduled work day
Capacity	Expected productive hours (typically 6 hrs)
Status	Scheduled, Available, or Off
Notes	Any relevant information

Daily Capacity

Capacity represents productive work time, excluding:

• Travel between jobs
• Breaks and lunch
• Admin and paperwork

Example

A team member works 8am-4pm (8 hours), but their productive capacity is typically 6 hours, accounting for travel, breaks, and admin.

Team Capacity

Team capacity is the sum of individual member capacities for a given day.

Day	Alice (6 hrs)	Bob (6 hrs)	Charlie (4 hrs)	Team Total
Monday	Yes	Yes	Yes	16 hrs
Tuesday	Yes	Off	Yes	10 hrs
Wednesday	Yes	Yes	Off	12 hrs

Roster Views

Weekly View

The default view showing a 7-day calendar:

• Each row is a team member
• Each column is a day (Mon-Sun)
• Shows status and hours per cell
• Team totals at the bottom

Daily View

Detailed view for a single day:

• All rostered team members
• Their capacity for that day
• Currently scheduled visits
• Available capacity remaining

My Roster (Field Worker View)

Team members see their own schedule:

• Which days they're working
• Expected hours per day
• Visits scheduled for them

In This Section

• Creating Rosters - Set up your team's schedule
• Weekly Patterns - Create templates for recurring schedules
• Capacity Planning - Understand and manage capacity
• Weather Adjustments - Handle schedule changes