• Managers can edit roster templates: grants restricted users with the Manage Employee Rosters permission the ability to create, edit and apply roster templates. These actions are limited to the location(s) and/or employee group(s) assigned to their access. When this setting is not enabled, only full access users can create and apply roster templates.
• Managers can edit roster budgets: lets restricted users with the Manage Employee Rosters permission create and edit a budget in the roster, limited to the location(s) and/or employee group(s) assigned to their access. When this setting is not enabled, only full access users can set up the roster budget.

• Rostering budget warnings %: the value entered here sets the threshold percentage at which rostered costs are highlighted as a warning in the roster.
• Rostering budget entry: enter the budget either as a percentage of sales or as a fixed amount. Budget amounts are specified on a per day basis.

• Employees can decline shifts that have been assigned to them: lets employees decline rostered shifts after they are published. When an employee declines a shift, they are removed from the assignment and the shift becomes an unassigned shift.
• Employees must accept shifts that have been assigned to them: when rostered shifts are published, employees are expected to explicitly accept the shift to confirm their commitment to work it.
• Default shift action: if either setting above is enabled, choose a default action for a shift that has not yet been actioned (neither accepted nor declined) by the employee.
• Shift action cut off: if either of the top two settings is enabled, specify how long before the shift starts the employee must action it.
  • If only Decline shifts is selected and the employee does not act within the cut off, the shift is treated as accepted.
  • If only Accept shifts is selected and the employee does not act within the cut off, the shift is treated as not accepted and becomes an unassigned shift.
  • If both Accept and Decline shifts are selected and the employee does not act within the cut off, the shift follows the setting configured in Default shift action.
• Employee reminders: visible when Accept shifts is selected. When enabled, specify how long before the shift cut off the reminder is sent (for example, 9 hours before the shift).

The following options control what happens if employees do not accept assigned shifts within the Shift action cut off. Bidding shifts use separate cut off configurations.

• Do nothing: the shift remains assigned to the employee in the roster, even if it is not explicitly accepted.
• Send notifications: managers receive an email when a shift is not accepted, so they can take appropriate action.
• Unassign shift and send notifications: the shift is unassigned and moves to the unassigned row in the roster. Managers and employees receive notifications about the unassigned shift.

• Employees can swap shifts that have been assigned to them: lets employees start a shift swap with colleagues once rostered shifts are published. Employees choose from a dropdown of recommended colleagues they can potentially swap with if they are unable to work the assigned shift.
• Shift swap cut off: when enabled, set a timeframe within which the swap must be actioned before the shift starts. If the receiving employee does not act within this timeframe, the swap is cancelled and the shift reverts to the original employee.
• Swap approval: choose how swaps are approved.
  1. A swapped shift must be approved by a manager before the employee is assigned the shift in the roster. The manager approves the shift after the employee has accepted it.
  2. A swapped shift never needs to be approved by a manager. It is automatically reassigned to the employee in the roster.
  3. A swapped shift only needs manager approval when the cost of the shift is higher than the original shift. The manager approves the shift after the employee has accepted it.

• Enable shift bidding: assign a shift to a group of employees, and the first employee who accepts the shift is assigned to it in the roster. This simplifies filling unassigned shifts for managers. Only full access users and restricted users with the Manage Employee Rosters permission can perform this action.
• Shift bidding action cut off: when shift bidding is enabled, set a cut off time after which employees cannot action bidding shifts. After this time, the shift is no longer visible in the employee's portal or WorkZone. If an employee tries to accept a bidding shift via the notification email link after the cut off, an error message is displayed. The bidding shift still appears in the roster with a warning icon on the shift tile for bidding employees.
• Manager reminders: specify a timeframe for notifying managers when bidding shifts have not been accepted by employees. Managers turn this on by selecting Email me when a biddable shift has not been accepted by the notification cut off time in their My Notifications screen.

Custom message for shift notification emails: add specific content to the notification email sent to employees.

1. Click Edit.
2. Enter your text and apply any formatting using the options in the top bar.
3. Click Apply.

Custom message for shift notification SMS notifications: add specific content to the notification SMS sent to employees.

1. Enter your custom text in the box.
2. Click Save.