Add a new or returning employee to a roster

task australia Updated Sep 10, 2026 1 min read add-new-emplyee-to-roster-oncall.md
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You can add a new employee or an employee who had previously been a member to a roster.

Before you begin

Role required: rota_manager, rota_admin, or admin

Procedure

  1. Navigate to All > On-Call Scheduling > My Group Schedules.

  2. Open the required shift form.

  3. In the Rosters related list, click the information icon ( [Omitted image "icon-information.png"] Alt text: Information icon. ) for the roster to which you want to add a member.

  4. Click Open Record.

  5. On the Roster form, click Add in the Members related list.

  6. On the form, fill in the fields.

Field

Description

From date

Date on which the employee will join the roster.Note: The member will be active on the roster in the next rotation.

Add after member

Name of the member after whom the new member will be in the order. The order number determines where the member starts on the rotation cycle.

Shift

Name of the shift.

Member

Name of the member to add to the roster.

Rosters

Rosters affected after modifying the order of a member. This field is auto-populated by comparing the members in the rosters. If a member exists in more than one roster, both the rosters are auto-populated to avoid conflicts in schedule.

Current roster

Roster from which you navigated to the form.

7. Click **Submit**.
The instance adds the employee to the roster.

**Note:** For a returning employee: The instance displays two shift member records for the same employee with different start and end validity dates.

Parent Topic:Managing roster members

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