Duty Roster (Matrix)
The Duty Roster (menu item Planning → Duty roster) is the staffing view of planning: a matrix with the days as columns and your people or properties as rows. Each cell contains the day's assignments as compact cards with time, name, and staffing. The page answers the question of the morning staffing round at a glance: Who is assigned where this week — and where is someone still missing?
:::info Two lenses, one data base Planning → Shifts plans the what and when (calendar with templates, series, and import) — the duty roster plans the who. Both pages show the same assignments; clicking a card opens the same shift dialog. Calendar details: Planning Shifts. :::
Axes & Period
- Axis switcher "People" / "Properties" — Use the two icons in the header to choose the row axis: People (default) for the team's workload and availability, Properties for coverage per property.
- Period "Day" / "Week" — The default is the ISO calendar week (Monday to Sunday). For fine planning, switch to a single day; the metrics in the row header stay week-based.
- Paging — The arrows move to the previous or next week, "Today" jumps back. The header shows the calendar week (e.g. "CW 35") and the date range.
Axis, period, and date are stored in the URL (matrixAxis, matrixRange, date) — the link can be shared and opens the matrix for the recipient with the same settings. The property filter of the left sidebar applies here too; in addition, the table corner filters the rows (employees or properties), on the people axis also by custom attributes.
Weekly Hours Header on the People Axis
Next to each name you see the sum of planned hours for this week, and — with a work schedule on file — as a ratio to the contract hours (e.g. "32 h /40 h"). You spot over- and underload without doing the maths.
Assigning a Shift
- Clicking a card opens the shift dialog — where you assign the staffing (past or started assignments open read-only).
- Dragging a card onto another person row changes the staffing directly in the matrix. A dialog asks for the scope: "Only this order", "Until and including …", or "Indefinitely (whole series)". Assignments with recorded check-ins remain unchanged.
- Clicking an empty cell creates a new assignment — on the property axis, day and property are pre-filled. Creation is blocked in past cells.
- Context menu "Mark as absent" removes a person from the staffing for this date only — with multiple staffing, the rest remains. Record longer absences as an absence.
- The "Create" dropdown creates a one-off assignment, a recurring shift (series), or an absence.
Multi-Select (Bulk Actions)
The three-dot button in the header activates multi-select: click assignments to mark them — a floating bar shows the counter and two actions:
- Change staffing — add or remove people for all marked assignments. The change applies only to the selected assignments; with assignments across several properties, people without a property assignment are skipped.
- Cancel shifts — cancels the marked assignments. The "Notify employees" checkbox controls whether the assigned people are informed.
Assignments with already recorded check-ins are skipped for both actions and reported individually.
Absence Band
On the people axis, a continuous band marks days with an approved absence — neutrally as "Absent", without type or reason (data protection). This way you immediately see who is unavailable while assigning; clicking the band opens the detail view.
Conflict and Warning Hints
The matrix marks problematic assignments directly on the card (legend Conflict / Warning in the header):
| Hint | Meaning |
|---|---|
| Conflict (red) | An assigned person is absent on this day or has another overlapping assignment (double booking) |
| Warning (amber) | Working-time hints: less than 11 hours rest before or after an adjacent assignment, more than 10 hours of work on this day, or more than 48 hours in this week |
| Understaffed | Fewer people assigned than required — with a linked work order as a target indicator "X of Y staff assigned" |
| Struck through / dimmed | Cancelled or past assignments |
The "Without Assignee" Row
At the bottom edge, the "Without assignee" row collects all unassigned assignments of the visible period — the fastest overview of what still needs to be distributed. Its height can be adjusted at the divider. Drag a card from this row onto a person row to staff it — or use "Auto-assign": the button (with a counter of open assignments) computes a staffing proposal for the open assignments, which you review and apply fully or partially.
:::info Copy week To reuse a proven week, use "Copy week to …" — the function sits in the dropdown menu of the page Planning → Shifts (week view only) and in the assignment list. It copies staffing and individual assignments of the displayed week to one or more target weeks; a preview shows in advance what will be updated, newly created, or cancelled. :::
Permissions
| Action | Permission |
|---|---|
| Open the duty roster | View time tracking |
| Create assignments | Create time tracking |
| Change staffing, multi-select | Edit time tracking |
| Cancel assignments | Delete time tracking |