Roster & shifts

How to add a shift and save it as a template

Add a shift to your roster, make it your own, and save it as a template so next time it's a single tap.

  • Video 2:25
  • 15 steps
  • Shown on iPhone
  • Updated Oct 2026

No sound needed: every step is captioned.

Jump to a step
  1. 1Pick the day.
  2. 2Open the add menu.
  3. 3Choose Add Manually.
  4. 4Start from a template.
  5. 5Check the date and times.
  6. 6Make it your own.
  7. 7Add a Role Tag.
  8. 8Pick a colour.
  9. 9Check the unpaid break.
  10. 10Check your allowances.
  11. 11Save it as a template.
  12. 12Name your template.
  13. 13Use your new template.
  14. 14Add the shift.
  15. 15See your pay.

  1. Step 1: Pick the day.

    On the Roster, tap the day you worked.

    • Tap the day you worked.

  2. Step 2: Open the add menu.

    Tap the + button at the top of the screen.

    • Tap the + button at the top.

  3. Step 3: Choose Add Manually.

    Tap Add Manually. The Add Entry screen opens. Leave, overtime and on-call have their own tabs along the top.

    • Tap Add Manually.
    • Leave, overtime and on-call have their own tabs up here.

  4. Step 4: Start from a template.

    Under Templates, tap the one closest to your shift. We used Morning.

    • Pick a template to start from. We'll use Morning.

  5. Step 5: Check the date and times.

    The start and end times fill in for you. Tapped the wrong day? Change the Date here. To change a time, tap it, spin the wheel, then tap outside the wheel to close it. We changed the end time to 4:30 pm. Finishing after midnight? Just set the end time; it counts into the next day.

    • The times fill in.
    • Tapped the wrong day? Change the Date here.
    • To change a time, tap it and spin the wheel.
    • Tap outside the wheel to close it.
    • Finishing after midnight? Just set the end time; it counts into the next day.

  6. Step 6: Make it your own.

    Scroll down to Details. You can add a location, a Role Tag, your own shift code or a colour. Tap the smiley for an emoji tag, or the rainbow circle for any colour. Change only what you want; everything here is optional. In this example, we add a tag and a colour.

    • Now make it your own. Scroll down to Details.
    • Change anything you like here: location, tag, code or colour.
    • Tap the smiley for an emoji, or the rainbow circle for any colour.
    • In this example, we'll add a tag and a colour.

  7. Step 7: Add a Role Tag.

    Tap Role Tag and type a short tag, like ED.

    • Tap Role Tag and type a short tag, like ED.

  8. Step 8: Pick a colour.

    Under Shift Color, tap a colour so the shift stands out on your roster. We used teal.

    • Then choose a Shift Color. We'll use teal.

  9. Step 9: Check the unpaid break.

    An unpaid break is taken off automatically: 30 minutes for shifts over 5 hours, and 1 hour for shifts over 10 hours. If your break is different, turn on Custom Break Override and set it. We set 45 minutes.

    • An unpaid break is taken off automatically.
    • Different break? Turn on Custom Break Override and set it.

  10. Step 10: Check your allowances.

    Further down are your Allowances. Switch on any that apply to this shift. In this example we leave them off.

    • Further down are your allowances.
    • Switch on any that apply to this shift. We'll leave them off.

  11. Step 11: Save it as a template.

    Scroll back up to the top and tap Save Template.

    • Scroll back up to the top.
    • Tap Save Template.

  12. Step 12: Name your template.

    Type a name, like ED Early, then tap Save at the top right.

    • Type a name for it, like ED Early.
    • Then tap Save at the top right.

  13. Step 13: Use your new template.

    Your new template appears with the others. The pencil on a tile changes that template, and the trash removes it. Tap your new template. Next time, you can start here.

    • Your new template is saved.
    • The pencil changes a template; the trash removes it.
    • Tap your new ED Early template. Next time, you can start here.

  14. Step 14: Add the shift.

    Tap Add Shift. The shift appears on your roster in your colour, with its tag.

    • Tap Add Shift to put it on your roster.
    • Your shift is on the roster, in teal with its ED tag.

  15. Step 15: See your pay.

    Tap the day to see what you'll earn for that shift.

    • Tap the day to see what you'll earn.
    • Here's what you'll earn for this shift.

Good to know

  • Shortcut: press and hold an empty day on the Roster to open Add Entry straight away.
  • Tapping a template only fills in the form. Nothing is saved until you tap Add Shift.
  • What a template remembers: the times, shift code, location, Role Tag, colour, unpaid break, Penalty Rates and In Charge settings, and any custom allowances. It doesn't keep the date, repeats, or one-off allowances like Lead Apron and On Call During Meal Break.
  • Deleted a built-in template? Bring it back in Settings › Help › Advanced › Restore Default Templates.
  • The letter on the calendar (A, P or N) is picked from your start time, and shifts of 11 hours or more show 12D or 12N. Type a Custom Shift Code to use your own instead.
  • Turn off Show Shift Code to hide the letter on the calendar.
  • Everything under Details is optional. The Role Tag can be up to 8 characters. An emoji from the smiley replaces the typed tag.
  • Leave Penalty Rates on unless this shift isn't paid penalties.
  • The allowances you see depend on your job and award. Switch on only the ones that apply to that shift.
  • You can set a default location in Settings › Work Profile › Shift Defaults.

Still stuck? Email Jamie — I answer every message personally.

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