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EVO Roster configuration summary

A reference listing all configurable areas of the EVO Roster Day and Weekly View screen and where each setting is managed.

Written by James Pardy

The table below covers every configurable area of the EVO Roster Day and Weekly View screen. All configuration changes are made by a system administrator.

📌Note: Some settings affect both Day and Weekly View; others are specific to one view only. Where a setting applies to a single view, this is noted in the Controls column.

Configurable areas

Area

Source

Controls

Grid columns visibility

Roster System Parameters (ct_roster_details)

Which data columns are available to your organisation.

Weekly summary columns

Roster system parameters

Whether each of the eight weekly summary columns is available at all. All are visible by default.

Roster features

Roster Generation Config

Show or hide Absences, Clockings, Shift Change, Timesheet, Qualifications, Attributes, Swaps, and Extra Shifts.

Budget display

ct_global_param.display_costs and ct_planned_disp_control

Whether budget, planned, and actual costs are visible, and which metrics are shown.

Demand grids

Operational Demand configuration

Demand rules and staffing requirements per team area.

Task configuration

ct_task_config and ct_task_budget

Task definitions, budget tracking, and availability impact settings.

Team area access

ct_person_team_area and manager privileges

Which team areas a manager can view and edit.

Personal settings

ct_roster_details.get_roster_settings

Per-user roster display preferences, extra info display, and day start time.

Optimisation display

XD > WFM Admin Dashboard > WFM Configuration > Roster General Settings > Optimisation Percentage

Whether optimisation percentages appear on Day and Weekly View; calculation method; threshold bands and colours.

Change Schedule visibility

Menu access permission

Whether the Change Schedule item appears in the Actions menu. Only ever appears in Weekly View.

Day view time increment

ct_roster_day_details config

Time slot size for the demand graph (15, 30, or 60 minutes). Only the 15-minute increment is currently supported in the live product.

View-only access

cp_roster_common.has_access

Whether the user can edit or only view the roster.

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