Roster Management
ClayHR’s Roster Management feature allows you to manage the shifts of the users. You can manage their shifts by following the below-mentioned steps:
- Go to the “Projects” module and click on the “Roster Management” section.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dbd71143a82909d74e_amdp3SHOjBiaQDEZukyOJfyHiuQC8zNUpHzT09kjKAafJRMG40UcXHR6INv0Xwdkx4vwkJgzLDw7tuVhvqZvucvEzMuL218o2CRBgNSPmTaaw85g9DPzmd_B-rmAjKtay_EYLHVoIHO4cLrkF6Xz3PY.png)
- A list of all users with their allocated shifts will appear on the Roster Management page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dbc1d7b2e3597ab877_l4ZMOa6oI4iXCL3-xf2A6yaLkjhS8PgK0Dz2e_DMnbh-5p9cOfFOeYmfiU6Q61C_fyKLK9RZRsm1Tq_TZzOyi_EydTjhzE6WTWLjv0aL1iZzTwPw6c_NHqKXbljo7OnHNkCebNeESzORpEH9Q8g5zWc.png)
- You can also apply the “Location”, and “Org-Unit” filters to view the user of a specific Location or specific Org Unit.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dc918d53114b68ea1c_L_BDSQfZjnZur36FPadFRWOZQ1ICRJTZTWBbGI1biAeJW944seskgw_vJ3SxFZj2Ji65dT_oTxKUicnNLo1yds9tgpR-N9uambqOdGhlaY_1QQuM84HYGB9DKnJSkGtqv8VaKJbj9Ab79JXiz_iwnlM.png)
- By selecting the calendar icon or the forward and backward arrows, you can see the past and upcoming shifts of the users.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15db4572220e425d1c83_0xi_jpjvOJAipfswbI1xiWJOASeIMsePIK4BvWcojISDTDao5u1br7pSiKQAxEF0FwmkikIfnvR6MnHYzlZ4NNilRDzLkBHiSirr990iS5dOUSHXEazWv1fEPkJfiwROK7KttJDRpF90Xln18h_mUqY.png)
- You can allocate the shifts to the users by clicking on the cells, a popup will appear on the screen, fill up the required fields like start and end time of the shift.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dbe493e56f2136dbba_SQp9nhH1Qan3v8WDE91JbmjnFXgdHdhjQDBKxZglJyEVyg_JTMtciu1VItgNB1O0qt-VzkRhcAw7OWQh9ek-bbWX20bngC5E2vwX5piuRVX33ea5qn5psUlJguxRbHkHV5tLnSrK512SBvvvhiR7cw4.png)
- You can allocate the shifts to the users from the recommended shifts.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15db8e0e4a628a19839d_7U2W2OsFgHYBfZ12o4maAtx35hHEwGPVWwB73HPkx9VQjYJKRGV57mxKjKu2bP7Opxoc_5k4iqhACjSGwVOJlg9R1-keH9waHWdnO8im2p9zwWNrs9aU92T_pBXhD-YTjxqUJrRwNU4hCaIwURX0EJs.png)
- You can select the shift’s color and add the comments while allocating the shifts.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dda2b81d1bac98fee8_AqoREpDxu52kirXBqZk0rYzZ2nB9iB9JgaMUZbH4KFug9KPUgWRFBeMPZ_LLicjK3QGgVzcwuZ3IJCAXm87wrmECfKU8FY4PrvPYOz6C58C1uMtd7prUlep_iDfa2WHrXWHSFWLZcHVhgLTulc1NTAw.png)
- You can make the shift as “OT” by clicking on the “Overtime” checkbox
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dc918d5364d368eb25__80rO3T1U7exrAQAQ56uVoTanIJ0HeFXMbTECPI_M8rlzhTVaPsnExWlM-jAEeOKHAXPR8KB614eoe8BE31rUv04ug7d1Jhgbid-ETm_QWDQs3wvZArio5d1fLx2RescWaT2x7Sna5wH33ifDv8CMoY.png)
- You can allocate a day as non-working to the user by clicking on the “Other non-working” checkbox.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15dcd7114302d809d833_x5jPAwxGjYNNaaJstd7Vbu_0i0s5qxrxvc0k_J-gySFoZM5LotUzs5KcNG27H1BtFFE5fiwpmUVPA6tTJx5gDTSBOk7oBYMs3EFJBXpCeoHQJGpYc_g5TKjQrh1lkXWfKEneg172F4IgtUwL-034Z-4.png)
- After allocating the shift click on the “Save New Shift” button. You can view the saved shift on the “My Roster” page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/640a15ddb3babe50ddc7bf21_u7AqZprEJfy0TclunHzCDWrAhZIgRUmwxtwIeFQOnzihsIHxqaoLCyNWpf18qK0-Ag5iAqHusvttRQOflHp7tJuGJzCHUvpEtN95-wo-lZTvgpcncA1MdBrJvBCDILXEexLAcqGTcORqi_itDywv5Sk.png)