Roster in Frappe HR: The Visual Shift Scheduling Board
The Roster is a visual, calendar-style board for scheduling shifts. It lays out employees against the days of the month so you can see who’s working when including shifts, leave, and holidays and create, move, or delete shifts directly on the grid.
BEFORE YOU START
It is advisable to create the Shift Type and at least one Shift Assignment first, so there’s something to view and build on in the Roster.
Accessing the Roster
Go to Home > Human Resources > Shift & Attendance > Roster. You can also open it directly at /hr/roster on your site, for example, https://yoursite.frappe.cloud/hr/roster.
Calendar view
The Roster visualises the Employee–Shift, Leave, and Holiday mapping in an Employee-vs-Day-of-Month layout, giving you the whole month at a glance.
Searching and filtering
Use the search bar to find employees, and filter shifts by company, department, branch, designation, and shift type to focus on the group you’re scheduling.
Creating shifts
Click the plus button in a cell to create a shift for that employee on that date. The Roster supports two kinds of shift:
- Regular shifts create a single Shift Assignment. Shifts spanning a week or less are automatically created as regular. For a shift spanning more than a week that you still want as regular, select all days in the Repeat On Days field under Schedule Settings.
- Repeating / scheduled shifts turn a longer shift into a recurring one. Select specific days in Repeat On Days and set the Frequency. This fetches a matching Shift Schedule (or creates one), then assigns it to the employee via a Shift Schedule Assignment.
Viewing and updating shifts
Click a shift to see it in detail, edit its values, and click Update to save the changes.
Deleting shifts
Click Delete on a shift and you get three options:
- Shift for [Date]: removes the shift on that one date only, the Shift Assignment is updated, and another is created if needed to preserve the rest.
- All Consecutive Shifts: deletes the entire Shift Assignment.
- Shift Schedule Assignment: deletes the Shift Schedule Assignment and all the Shift Assignments tied to it.
Moving and swapping shifts
Shifts can be dragged and dropped to move them to another cell. Drop a shift onto another shift to swap the two.
TIP
When you only need to fix one day someone swapping a single shift use the drag-and-drop swap or the “Shift for [Date]” delete option, rather than tearing down a whole assignment. The Roster keeps the surrounding schedule intact for you.
Related Topics
- Shift Type
- Shift Assignment
- Shift Schedule
- Shift Schedule Assignment
SUMMARY
The Roster is a visual Employee-vs-Day board showing shifts, leave, and holidays for the month. Access it from Shift & Attendance or at /hr/roster, and search or filter by company, department, branch, designation, and shift type. Create shifts from a cell as either regular (single Shift Assignment) or repeating (which builds a Shift Schedule and Schedule Assignment), click a shift to view and update it, and delete it for a single date, as all consecutive shifts, or as the whole schedule assignment. Shifts can be dragged to move and dropped onto each other to swap.
