RoleSchedule resources
Documentation built around the work you are trying to finish
Use the docs to set up a workspace, understand the rule layer behind Auto-fill, troubleshoot a weekly schedule, or give viewers a clean public schedule and calendar subscription. The guides are organized around real product decisions rather than a generic feature glossary.
Roster | Mon 17Covered8 / 8 | Tue 181 open7 / 8 | Wed 19Covered8 / 8 | Thu 202 open6 / 8 | Fri 21Covered8 / 8 |
|---|---|---|---|---|---|
| 1st Shift | 1st Shift | 1st Shift | 1st Shift | 1st Shift | |
Team Alpha 4shown4 assigned | |||||
Alex Morgan | SITE-A | FIELD | SITE-A | STDBY | OFF |
Jordan Lee | FIELD | SITE-A | FIELD | SITE-A | OFF |
Taylor Reed | SUPPORT | ABS | SUPPORT | FIELD | SITE-A |
Casey Brooks | STDBY | SUPPORT | SITE-A | — | SUPPORT |
Fastest setup path
- Create the workspace.
- Define shifts and group structure.
- Add roles, members, and eligibility.
- Set coverage requirements and absences.
- Build one real week, then publish it.
Start here
New workspace setup
These guides establish the structure the schedule engine depends on. Follow them when you are building the organization for the first time or cleaning up an inherited workspace.
Organization Overview
Use the organization overview as the main readiness dashboard for one workspace. It should answer three questions quickly: what is ready, what is missing, and where should you go next.
Read guide →Members
The Members section is the source of truth for people in the workspace. Clean member data makes every other page more reliable, easier to read, and easier to share.
Read guide →Groups
Groups are the working containers for weekly planning. If your organization is the top-level workspace, the group is the level where detailed scheduling and requirements become manageable.
Read guide →Roles
Roles are the language of coverage. They tell the system what types of assignments exist, when they are active, and how they should appear across the workspace.
Read guide →Shifts
Shifts define when work happens. They provide the time structure that requirements and schedule coverage are built around.
Read guide →Login, Register, and Create Organization
These pages are the entry point into the workspace. They should help a new user register, sign in, create an organization, and understand the right next step after setup.
Read guide →Weekly planning
Requirements, availability, and the actual week
Use these when the workspace already exists and your question is about coverage, schedule behavior, or why the week does not look the way you expected.
Schedules
Schedules are where the workspace becomes operational. The master schedule gives high-level visibility and the group schedule gives the detailed weekly editing surface.
Read guide →Edit Requirements
Edit Requirements is the rule layer behind weekly planning. It defines how many people are required for each role, on each shift, and how the scheduler should behave when generating or filling a week.
Read guide →Absences
Absences keep the schedule honest. They explain why people are unavailable and make sure approved time away is visible to planners and public viewers where appropriate.
Read guide →Distribution
Publish the schedule without giving everyone dashboard access
Public pages are the read-only layer for leaders, groups, and individual members. Supported group and member feeds can also stay subscribed in Google Calendar so viewers do not need a fresh file after every normal schedule update.
Read the public pages & calendar sync guide →