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Publish a checked roster

Make your checked roster available for employees to use.

Written by Isaac Cleland

Publishing releases the selected roster allocations to employees and the live schedule. Ordinary shift and task edits in My Roster remain drafts until you publish them. Configured leave and accepted open shifts use separate workflows, so read their confirmations before changing them. You need permission to publish the intended location or sub-roster and period, and your team's approval process should be complete.

Review coverage, warnings, employee statistics, fixed commitments and approved requests. For an AI-generated roster, send the intended solution to My Roster and review any manual changes there. Save a version if you need to preserve the current planning state before further changes.

Allocations changed since publication appear white. If you restore an allocation to its published value, its normal colour returns. Use this indicator to help review unpublished edits before releasing them.

My Roster with the selected period, employee allocations and Publish changes control.

Open My Roster and review the intended period before publishing. This example has unpublished edits.

Publish the roster

  1. Open the intended roster and period in My Roster.

  2. Review the allocations that will be published. Check boundary dates and a representative sample of employees, not only the overall staffing totals. For later edits, review the affected people and dates again. A sickness adjustment or one-off replacement can change someone's working arrangements even when it affects only one cell.

  3. Select Publish schedule for a first release, or Publish changes for later edits. In Publish my roster, check the dates, roster or sub-roster scope, and publication option shown. For roster allocations, check the selected employees and count against your intended area and skill filters. Clearing the last selected skill restores Any skill, so check the resulting selection again. Select Publish only when you are ready to release that scope.

  4. Check the publication status after the action completes.

  5. Check the employee-facing schedule and any live schedule link you use to confirm the expected published assignments are visible.

Publish changes menu showing separate Unpublish and Discard Draft actions.

This example has unpublished edits, so the main control says Publish changes. The adjacent arrow reveals Unpublish and Discard Draft; these are separate actions, not a preview or a normal publishing step.

Do not select publication merely to preview the roster for yourself. It is the step that makes the checked schedule available to staff. Do not select Unpublish or Discard Draft while following these publishing steps.

The same area and skill filtering applies to employee selections and counts when unpublishing. If you need to unpublish through your team's approved process, check the people and count before confirming.

Roster emails depend on notification settings and personal preferences; a Published status does not confirm email delivery.

If employees cannot see published changes

  • Check the period's published state and the employee's account membership.

  • For an empty live schedule, check that its share configuration includes the intended work.

  • For later edits, check whether the roster shows Publish changes rather than Published.

If the publishing control is unavailable, ask an authorised administrator to check your access and the current roster context. If the wrong assignments were published, correct the roster through your team's change process and publish the intended changes; an export or email does not correct the live roster.

If you work across multiple locations

If an employee has access to more than one location but cannot see the published roster, also check their location filters.

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