Manage the roster (staff list)

The Roster is the master list of the plant’s staff (name + position). The diary picks from it who worked the shift (attendance/headcount). The roster is not the list of sign-in accounts — it is the pool of people selectable in the diary.

Before you start

• Permission: the roster-management right — name_list:manage.
• Where to find it: the Roster tab in the management area.

Steps

Adding a colleague to the roster. The position (e.g. Shift leader) helps at attendance time.

1. Open the Roster tab.
2. Enter the Name, and the Position if there is one (e.g. Shift leader).
3. Click Add.
4. Reorder by dragging, or archive a colleague who is no longer current.

Assigning to a plant

“A worker assigned to a plant is only selectable in that plant’s diary; an ‘All plants’ worker appears in every plant.” So in a multi-plant organisation each plant picks from its own roster.

If it worked

The added colleague appears in the roster dropdown of the diary’s Headcount field, and can be recorded in attendance — see Record the roster and attendance.

Common problems

What you see	Why	What to do
No “Roster” tab	You do not have the name_list:manage permission.	Ask your admin.
A colleague is not selectable in a plant’s diary	They are assigned to another plant.	Set them to “All plants”, or assign them to that plant.
The roster and the accounts are not the same	The roster is the people selectable in the diary; sign-in accounts are managed under Invite/Users.	This is deliberate — the two are separate.

Related

Record the roster and attendanceThe worker side: it picks from this roster.

Manage sites and plantsThe plants the roster can be assigned to.