Make manual adjustments when an employee's shift, task or working day needs to change.
In My Roster, you can edit an allocation in Employee View or drag and drop it in Shift View. You need editing access to the relevant location or sub-roster.
Your changes are not live until you publish them. Completing a cell edit or dragging an allocation updates the planning draft. Employees continue to see the previously published roster until you publish the changes.
Check the employee, date and period before editing. If you are working from an AI solution, send the chosen solution to My Roster first. Save a version if you may need to recover the existing allocations.
Whole-screen navigation: My Roster: choose employee and date. The surrounding app navigation identifies where to start.
Edit an allocation in Employee View
Open My Roster, choose Employee View and find the employee and date.
Double-click the allocation cell to edit it.
Use Delete or Backspace to clear the current value and access the available choices, or type the shift or shift-task combination you need.
Choose the intended replacement and complete the cell edit.
Check the displayed allocation and any warning on the cell.
For sickness, use the leave or absence type your organisation has configured. Do not assume that a day off, annual leave and sickness mean the same thing. If the required type is missing, ask the roster administrator rather than inventing a code that could be misunderstood.
Choose the configured shift or shift–task combination in the allocation selector. This example shows AM, AM–DC, AM–AHC and AM–IPC.
Use drag and drop in Shift View
Shift View is another way to make manual roster adjustments, organised by the duties you need to cover.
Open My Roster and switch to Shift View using the clock side of the view toggle beside Current schedule period.
Find the employee's allocation and inspect its hover details.
Drag the allocation to the intended duty row or date.
Review any confirmation, then check the resulting allocation and coverage.
Before: Daniel Reed has AM on 11 November. The AM || DC row is empty.
After dragging to the compatible AM || DC row on the same day, DC is added to the AM allocation. This is a draft adjustment, not a published change.
A same-day move between compatible rows can add a task; moving to a different shift can replace the shift component. For an ordinary move to another day, the source day's entire allocation is cleared and the target day is updated. It is not a copy of a single task. Check both days and all affected duties.
Drag-and-drop changes also remain unpublished until you publish them.
Review the knock-on effects
Changing one person's work can leave coverage unfilled or change the skill mix. Check the affected demand, times and area, then review any fixed-shift or rule warning.
If you need a replacement, use an authorised reassignment or offer an open shift. Do not assume the edit automatically finds cover. Check adjacent dates and hours or rest-related rules when moving work to another employee.
Review any note attached to the changed allocation so it still describes the correct work.
Publish the intended changes
Allocations changed since publication appear white, making unpublished edits easier to spot. If you restore an allocation to its published value, its normal colour returns. The colour change helps you review edits; it does not publish them.
Neither editing method makes the changes live automatically. Once the adjustments have been checked, select Publish changes to release edits to an already published roster, or Publish schedules for its first release. Compact controls may show Publish.
Until publication completes, employees continue to see the previously published assignments.
Confirm the publish result and check the affected assignments in the published roster. Use your organisation's communication process for urgent changes rather than assuming email or an external calendar refresh will reach everyone immediately.
If an assignment is not editable
Check whether you are viewing a historical version and whether you have editing access to that roster.