Rosterfy

Pip is an AI guided assistant inside Rosterfy that turns plain language into actions. You tell it what you need, it drafts the setup, explains what it changed, and waits…

Introducing Pip the Rosterfy AI Agent

Troubleshooting: Event/Shift not visible on the portal

Expression of Interest

Increase your productivity by utilising the Automatic Rostering functionality to auto-fill shifts and decrease your admin tasks.

Automatic Rostering

Designate Shift Leaders to manage on-site attendance, handle user check-ins, and update volunteer profiles via attached forms.

Add a Shift Leader

Events, Shifts &amp; Scheduling

Want to allow users to log hours for ad-hoc tasks/activities outside of scheduled shifts? It's possible with User Activities on the portal.

User Activities - Overview

Want to allow users to log hours for ad-hoc tasks/activities outside of scheduled shifts? This article will take you through Part One.

User Activities Setup Guide: Part One

Want to allow users to log hours for ad-hoc tasks/activities outside of scheduled shifts? This article will take you through Part Three.

User Activities Setup Guide: Part Three

Want to allow users to log hours for ad-hoc tasks/activities outside of scheduled shifts? This article will take you through Part Two.

User Activities Setup Guide: Part Two

Want to allow users to log hours for ad-hoc tasks/activities outside of scheduled shifts? This article will take you through logging hours.

User Activities: Logging Hours from the Volunteer Portal

Want to allow users to log hours for ad-hoc tasks/activities outside of scheduled shifts? This article will explain how to review hours.

User Activities: Reviewing Logged Hours

User Activities

Learn how to archive and restore Events at any stage of their lifecycle without losing your data.

Archive and Restore an Event

Manage unexpected schedule changes by closing out upcoming Events early.

Cancel an Event

Collecting Event Expressions of Interest

Copy an Event to reuse its setup, with options to include its Shifts and copy over specific Users based on their status.

Copy an Event

Create an Event to define the rules and settings needed to group and manage Shifts.

Create and Update an Event

Delete timesheets

Display timesheets in the portal

If you require events or roles to be approved before they are published, you can turn on the 'Approval' workflow within your Account.

Event & Role Approval System

An Event Leader can check Users in and out of an Event.

Add an Event Leader

Track workforce hours, correct logging errors, and streamline your approval pipeline for accurate timesheet reporting.

Event Timesheet Management

Event Types help you organise and group your volunteer activities into clear categories. This makes it easier to filter your Events and ensures your data is consistent for reporting.

Create an Event Type

Event registration URL

Post Event feedback

Post Event overview

Promote Events on portal dashboard

View past Event History in the Portal

This is an example of a knowledge base article. Assisting Rosterfy staff with the formatting, when creating or updating articles.

Example Article

Find anything quickly by using the search bar or applying a filter.

Use Global Search and Filters

Customise your Event by updating the General, Advanced, and Portal Visibility tabs, while using Shift Defaults to ensure consistent settings and rules across every shift.

Customise Event Settings

Deleting an Event removes it from the Events list, but it can still be recovered within 30 days.

Delete and Recover an Event

Event Templates save time and prevent configuration errors by allowing you to instantly deploy reusable and standardised Event structures.

Create an Event Template

View a technical log of an Event's system data in code format.

View an Event's History in the Admin Console

A guide on switching between Event List View and Calendar View, including functional differences and calendar quick-access options.

Change the Event List View

Events

Add User(s) to a Shift

Adding a shift filter to portal events

Allowing rostered users to see others on the same shift

Automated no show status on shift attendance

Automated shift allocation

Bulk Import Group Users to Shifts

Bulk Update Shifts

If you need to make bulk changes to shift users, you can do so via the Shift User Listing.

Bulk Updating Shift User Status via Shift User List

Bulk import users into shifts

Creating A Shift

Creating a Waitlist for Shifts

Custom Shift User Status

Do you want to display how many places remain open on a shift in the volunteer portal? Follow these steps below to enable this feature.

Display available positions on a shift in the portal

How to highlight & sort shifts in the volunteer portal (shift types)

Importing Shifts

Importing or Bulk Updating Shifts

Post Shift Feedback

Publicly Browsable Shifts

Save time by automating your roster to use a repeat schedule to chain recurring calendar blocks and easily assign volunteers to a full Shift series at once.

Create, Update and Manage Repeating Shifts

Selecting the correct Shift Status

Sending Auto Shift Reminder Communications

The Shift Calendar provides volunteers with a centralised place to find and apply to shifts across all events.

Shift Calendar in Volunteer Portal

Shift Leaders are a leadership role within Rosterfy that you can assign to users to facilitate the management of check-ins / out for shifts.

Shift Leaders

Shift List

Shift Overview Column

Efficiently manage long-term Event scheduling by generating multi-week roster templates in bulk while bundling connected dates into an ongoing series for your team.

Bulk Shift Creation Using Shift Patterns

Shift User Listing

Split shifts streamlines the process, allowing admins to create shifts and send invitations in one seamless action.

Split Shifts

Shifts

Find answers and get help from Intercom Support and Community Experts

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Events, Shifts &amp; Scheduling

User Activities

Events

Shifts

Events, Shifts & Scheduling