RosterLab has separate views for managing a team's roster and using your own employee schedule. Choose the path that matches your task; you do not need to work through both paths in order.
Sign in with the account invited to your organisation. Your employee membership, administrative access and the features enabled for the roster determine what you can see. If you have both employee and planning access, you can use the relevant view for each task.
Screenshot of the RosterLab sign-in screen showing employee and Roster Admin entry points for choosing the required view.
If you are an employee
Use Employee Guides to find help with your own shifts and requests. Start by accepting your invitation, then view your published shifts. Depending on your team's configuration, you can request leave, enter preferences, respond to open shifts and arrange shift swaps.
Employee schedule overview showing published shifts and the My schedule, My preferences and Apply for leave entry points.
The employee view is not the place to configure staffing requirements or publish the team's roster. A submitted request is also not necessarily approved; check its status and your team's process.
If you manage rosters
Choose the stage you are working on:
Set up people and rosters: define employees, skills, tasks, shifts and the period structure.
Build and check a roster: set coverage, fixed allocations, preferences and rules; plan manually or generate where available; review the result.
Manage requests and daily changes: review leave and preferences, manage open shifts and swaps, and maintain the roster as circumstances change.
Publish share and export: make the checked roster available through the appropriate publishing, sharing and export workflows.
These stages help you find a task; they are not a requirement to redo setup whenever you make a daily change.
Understand the main building blocks
An employee record describes a person and their eligibility. A skill describes a competency; a task describes a duty; a shift describes working time. Shift groups let you refer to related choices together. Areas distinguish where allocations occur within a roster. Staffing demands describe coverage, while rules and preferences describe other planning requirements and choices.
A generated solution still needs review. My Roster is where planners can review and adjust allocations before publishing. Employees use their published schedule rather than the planner's configuration pages.
Screenshot of My Roster showing page navigation, period controls, employee allocations, statistics and Publish changes.
Choose your next task
Choose the guide for the task you need; you do not need to read every setup article. If you have both roles, see Understand your access and switch views to open the right view.