Roster
Creating, viewing, and managing employee schedules.
By Deborah and 3 others4 authors39 articles
- Leaver data still appearing in roster details after end dateA job runs nightly and looks at employees who have a leave date that falls within the last month.
- Rehired employees not appearing on RosterAn employee has been rehired. They have been assigned a team area and a shift but they aren't appearing on Roster
- Can a Cycle Shift Type Be Deleted?Is it possible to delete or update a 'Cycle' Shift Type once it has been saved?
- Rename a Team Area on the RosterThis article explains how to rename a Team Area using the Roster Parameters screen in CoreTime.
- Multiple lines appearing for employee on Roster BuilderSteps you can take to resolve an employee appearing several times on the Roster Builder screen.
- New starter or rehire not appearing on rosterSteps to resolve an issue where a new starter or rehire employee is not visible on the roster due to their Team Area Start Date.
- Configure employees in Back-Office to display on the team schedulerConfigure employees to display on the Team Scheduler for managers based on Org Roles
- Update work groupI need to change a work group but there is no drop down arrow to allow me to pick a different one
- Portal: Roster Details screen not appearing
- Fix the “FRM-40735: WHEN-BUTTON-PRESSED trigger raised unhandled exception ORA-01722” error when searching for a Team Area in Roster BuilderUse this article when the error “FRM-40735: WHEN-BUTTON-PRESSED trigger raised unhandled exception ORA-01722” appears when searching for a Team Area in Roster Builder, or when you cannot view a Team…
- Roster app updatePeopleXD Software update addressing and fixing the issue affecting the roster day view.
- Use roster attributesAssign, view, filter and report on roster attributes in PeopleXD Workforce Management, and configure attributes and attribute groups for your team areas and employees.
- Part-day absences on the Roster Details day viewHow to enable and view part-day absences on the Roster Details day view, including filtering options.
- Publish roster for Workforce ManagementSteps to publish your weekly roster, send update notifications to employees, and review the publish audit trail.
- Roster alerts overviewLearn how roster alerts work in Evo, what each alert means, and where to view and act on scheduling issues.
- Use the Tasks Overview panel in Evo RosterSchedule and manage tasks for your employees using the Tasks Overview panel in the Evo Roster Day View.
- Schedule Optimisation %Configure and interpret the Schedule Optimisation % score across the Roster Day View and Roster Week View in EVO XD Workforce Management.
- SmartRoster overviewAn introduction to SmartRoster — the AI-powered workforce scheduling intelligence layer in PeopleXD Evo, its three core elements, and how it fits into the roster workflow.
- Set up and enable SmartRosterHow to enable SmartRoster in PeopleXD Evo, including prerequisites, menu security configuration, and a step-by-step enablement checklist for administrators.
- Configure the SmartRoster confidence scoreSet the weight of each KPI category to control how the Roster Confidence Score is calculated, and understand what the score means when reviewing a roster.
- Configure SmartRoster KPI thresholdsHow to configure Key Performance Indicator thresholds and visibility in SmartRoster, including Red/Amber/Green scoring bands for Financial Metrics, Compliance, Staffing and Coverage, and Fairness.
- Choose a roster generation engine in SmartRosterAn overview of the two roster generation engines available in SmartRoster — AutoRoster and OR-Tools — including when to use each and how to select one in the settings.
- Configure OR-Tools in SmartRosterStep-by-step guide to configuring the OR-Tools roster generation engine in SmartRoster, including optimisation goals, secondary priorities, validation rules, and shift length constraints.
- Advanced SmartRoster configurationHow to configure advanced SmartRoster settings including shift configuration, validation rules, and the Get AI Suggestions toggle in the General tab of Intelligent Roster Settings.
- Run SmartRosterHow to run SmartRoster from the dashboard, including selecting a team and period, and choosing the right run option for your configuration.
- Understand the SmartRoster dashboardAn explanation of the SmartRoster dashboard, including the KPI tiles, what each metric measures, how to use the coverage drill-down, and how to read the Roster Confidence Score.
- Review AI recommendations in SmartRosterHow to review, accept, and reject the Roster agent's recommendations in SmartRoster, including understanding recommendation categories, action types, and how to generate additional suggestions.
- View roster suggestions and the audit tab in SmartRosterHow to view AI-generated shift suggestions overlaid on the weekly roster view in SmartRoster, and how to use the Audit tab to review the history of roster changes and the…
- EVO Roster overviewAn overview of the Roster Details screen in EVO XD Workforce Management, including its view modes, screen layout, and timeline colour coding.
- Control bar in EVO RosterUnderstand the controls available at the top of the EVO Roster Details screen in Daily and Weekly View.
- Optimisation Percentage in EVO RosterUnderstand what the Optimisation Percentage badge means, how it is calculated per 15-minute interval, and where it appears in Daily and Weekly View.
- Use the Filter Bar in EVO RosterSearch for employees, manage columns, sort and filter, group by category, show budgets, show demand, and open the Tasks panel using the Filter Bar.
- Weekly View in EVO RosterHow to use the Weekly View in EVO Roster to see a 7-day overview of your team's shifts, spot gaps, check optimisation scores, and jump to a specific day.
- Use the Daily View in EVO RosterHow to select, move, resize, and remove shift bars on the 24-hour timeline in EVO Roster's Daily View.
- EVO Roster FAQs — Day and Weekly ViewAnswers to common questions about using EVO Roster Day and Weekly View, including column visibility, optimisation percentages, missing features, and permissions.
- Keyboard shortcuts in EVO RosterA reference list of all keyboard shortcuts available in EVO Roster Daily and Weekly View.
- Save and publish a roster in EVO RosterHow to save changes, undo edits, and publish or send updates to a roster in EVO Roster Daily and Weekly View.
- Use the Manager Actions row menu in EVO RosterHow to use the Manager Actions row menu in EVO Roster to edit shifts, record absences, manage availability, change team area assignments, and more for individual employees.
- EVO Roster configuration summaryA reference listing all configurable areas of the EVO Roster Day and Weekly View screen and where each setting is managed.