The Roster module lets you plan and publish monthly staff schedules for your site. Shifts are fully configurable — you define the codes, colors, and types to match your team’s actual working pattern.
What You Can Do
- Build monthly schedules for your entire team
- Assign shifts day by day for each staff member
- Configure custom shift types with colors and work factors
- Calculate working days automatically based on shift types
- Publish the schedule so staff can view it
- Export the roster to Excel
Understanding Shift Types
Shifts in ITMKit are not hardcoded — your System Admin defines them under Admin → Shift Types. Each shift has:
| Property | Description |
|---|---|
| Code | Short identifier shown in the roster grid, e.g. D, N, OFF |
| Label | Full name, e.g. “Day Shift”, “Night Shift”, “Day Off” |
| Type | work, leave, off, or other |
| Factor | How much it counts toward working days: 1.0 (full), 0.5 (half), 0.0 (off/leave) |
| Color | Background color shown in the grid cell |
Working days for each staff member are calculated automatically using the factor of each assigned shift.
📸 [Screenshot: roster grid with color-coded shifts]
Navigating the Roster
- Go to Roster in the left sidebar.
- Use the month/year selector to navigate between months.
- The grid shows all staff in rows, with days of the month as columns.
📸 [Screenshot: full roster grid view]
Editing the Roster
Only the designated roster editor, or users with edit permission, can make changes.
To assign a shift:
- Click a cell in the grid (staff member × day).
- Select a shift type from the dropdown.
- The cell updates immediately with the shift code and color.
To clear a cell:
- Click the cell.
- Select the blank/empty option.
📸 [Screenshot: shift selector dropdown on a cell]
Working Days Summary
At the end of each row, ITMKit shows the total working days for that staff member for the month. This is calculated by summing the factor of every assigned shift:
- Full-day work shift (factor 1.0) = 1 working day
- Half-day shift (factor 0.5) = 0.5 working days
- Day off / leave (factor 0.0) = 0 working days
The summary updates in real time as you edit.
Publishing the Roster
When the schedule is ready, publish it so all staff can view it.
- Click Publish.
- Staff can now see their assigned shifts for the month in read-only view.
Unpublished rosters are only visible to editors and managers.
Export to Excel
- Click Export.
- The current month’s roster downloads as an Excel file, including all shift assignments and working day totals.
Permissions
| Permission | Description | Manager | Supervisor | Staff |
|---|---|---|---|---|
| view | See the Roster page | ✅ | ✅ | ✅ |
| edit | Edit shift assignments and publish | ✅ | ❌ | ❌ |
| export | Export roster to Excel | ✅ | ❌ | ❌ |
The designated roster editor is configured under Admin → Settings → Roster Editor. That user can edit regardless of role.
Next Steps
→ [Checklists]
→ [Admin → Shift Types]