Step-by-step guides

Screenshot walkthroughs of the everyday jobs in Roster. For managers and bookkeepers, from publishing a schedule to approving timesheets and running payroll. For staff, from getting set up to clocking in, swapping shifts and requesting leave.

Add a new employee

Invite them, let them enter their own tax, super and bank details from their phone, then add them to Xero in one click when their card reaches Complete.

Build and publish a schedule

Add shifts or copy a week you've already built, check the drafts, then publish. Your team gets a text and an email listing their shifts, and can confirm each one or tell you they can't make it.

Set up Xero

Connect Xero once, bring your team across with their pay rates, and set the four things every export depends on - pay calendar, weekend and public holiday pay items, leave types and cost centres.

Set up clock-in

Choose how your team clocks in - their own phones, a browser, a shared tablet at the venue, or a mix - how early they can start, and whether they can type in hours they forgot to punch.

Approve timesheets

Work through a pay period on Timesheets - what each counter means, approving one row or a whole person at once, fixing a missed clock-out, and exporting a CSV or Excel file for any payroll.

Payroll guide for bookkeepers

For an offsite bookkeeper running payroll from Roster into Xero - how to get access, the every-pay-run routine, adding new starters to Xero, and how leave reaches Xero.

Swaps and sick calls

What happens when someone can't work a shift - swap and give-up requests you approve on Requests, a "Can't make it" sending the shift back to Unfilled, sick leave, and filling the gap from your team or the Supp marketplace.

Get set up as a new employee

For new staff. Open your invite link, fill in your pay details on one form and go through your venue's documents. All on your phone, with no password and no app to download.

Clock in and out

For staff. Clock in and out on your phone, take breaks, fix a missed clock-in or clock-out, and use the tablet at work.

Your shifts

For staff. See your shifts, confirm them, say you can't make one, swap or give one away, and pick up open shifts.

Request leave and set your availability

For staff. Request leave from your phone, change or withdraw it, and tell your manager the times you can't work each week.

Guides for managers come first, then guides for staff, starting with Get set up as a new employee. Each one follows the screens in the order you'll meet them, with the button to press ringed in orange. Links go straight into the app; if you're not signed in you'll be asked to log in first.

The screenshots come from our demo venue, Aces Bagels Co., so the names and numbers are made up.

Also step by step, elsewhere in the FAQ:

Can't find what you need? Ask in Help inside the app.

Step-by-step guides - Roster by Supp