Master Roster Templates

A Master Roster is a reusable, repeating pattern of shifts that you build once and then assign to employees.

Instead of scheduling the same shift pattern by hand for every employee, every period, you define it a single time and biotime rolls it forward automatically.

Think of it as a template for “how this role normally works”:

Days: Monday to Friday, 9:00 to 17:00 with a 30-minute break for waged or salary staff.

A rotating 4-week pattern of early, late and night shifts for the nursing team.

Weekend security: Saturday and Sunday, 18:00 to 06:00.

Master Rosters are especially useful for employees with repetitive schedules. They reduce manual re-entry and improve the accuracy of reporting.

The Master Roster is the blueprint. The everyday roster is what gets generated from it, and you can still adjust it for one-off changes without touching the Master Roster itself.

Need pay or award day definitions instead of shift times? That's a separate tool called a Work Pattern.

1. Go to Configuration → Rosters, and click the + in the Master Roster section.
2. Give it a clear name and description. These are sorted alphabetically in the list view, so name patterns for what they are (e.g. “Fortnightly Rotating Nights”), not who's currently on them.
3. Set the period length. It's 7 days by default, but this can be adjusted to match how your roster actually rotates: a fortnight (14 days), four weeks (28 days), monthly, or longer if needed.
4. If you use roster acceptance in self-service, decide whether the Accepted box should be checked. This is optional and only relevant if employees accept or decline their own shifts:
   • Checked: shifts generated from this template are accepted straight away.
   • Unchecked: shifts start as pending, so employees can accept or decline them via self-service.
5. Add shifts. Hover over the start time on the grey bar, click and drag to set the shift's duration. You can:
   • drag from the middle to move a shift, or resize from the edges to change its length
   • click a shift to set its position, job number, or any custom fields
   • set break minutes on the shift or from the right-hand side
   • use the clipboard icon to copy a shift across multiple days, which is much quicker than rebuilding it each time
   • use the minus icon to delete a shift
6. Check the running worked time and break time totals, then save.

Building a Master Roster doesn't schedule anyone by itself. You then need to assign it.

1. Open the saved template and click Assign to Employees.
2. Select the employees, then Apply.
3. Set the From and Effective Start dates:
   • From sets the origin of the repeating cycle. It determines which day of the pattern lines up with which calendar date. Employees who share the same From date stay in sync on the same rotation.
   • Effective Start is when the pattern actually begins for the employees you've selected. This can match From (they start on day one), or be later (they join a rotation already in progress).
4. Optionally set an end date. Leaving it blank means the pattern continues indefinitely, or until a new Master Roster is applied.

Getting the dates wrong will skew the roster: for example, if your pay period starts on a Monday but you set the date to Tuesday, every subsequent shift will be off by a day.

This split is useful when you want to keep a team locked to the same rotation cycle while individuals join on different dates. For example, a new starter can join an established four-week rotation partway through, without knocking the rest of the team out of step.

1. Open their weekly roster, click the Master button.
2. Select the template and apply. This defaults to the current period.

• Name patterns for the role, not the person. For example “Weekday Days” rather than “Jane's roster”. Patterns are meant to be shared, and names sort alphabetically in the list.
• Match the period length to reality. If the roster genuinely rotates over four weeks, set a 28-day period rather than forcing it into a weekly template.
• Double-check your From and Effective Start dates against your actual pay cycle before assigning. This is the most common source of a skewed roster.
• Keep the Master Roster as the source of truth. For one-off changes (a covered shift, a swap, a leave day), adjust the everyday roster. Don't edit the Master Roster unless the standard pattern has genuinely changed.
• Save, then assign. Changes to an existing template need to be saved and reassigned to take effect for employees already on it.

No. The template only updates a schedule once you reassign it. Save your changes, then reassign the template via Assign to Employees (or the Master button on the employee's roster screen) for it to push through. Shifts you've already manually adjusted for a specific date keep your adjustments.

Yes. Assign a new Master Roster with its own start date, and biotime handles the transition for you.

A Master Roster defines the actual shifts employees work (times, breaks, jobs). A Work Pattern supplies the contracted hours per day that pay and award rules read: a number, with no shift times attached.

Yes. The period length can be extended to suit longer rotations, up to a maximum of 168 days.

• Overtime & Excess Hours
• Rosters, Grace, Rounding & Exceptions
• Work Patterns