Publishing Rosters

Publishing a roster makes shifts visible to employees and locks the window from further draft-style changes.

:::note Required role Publishing a roster window requires Manager or Company Admin. Supervisors can create and edit shifts on a draft roster but cannot publish it — they must hand off to a Manager or Company Admin for the final publish step. See User Roles & Access. :::

How to Publish

1. Open a roster window that is in Draft status.
2. Review all shifts in the window to confirm they are correct.
3. Click Publish.
4. Confirm the action in the dialog.

All draft shifts in the window become published. The window's version number increments automatically.

What Happens When You Publish

• Shifts become visible on each employee's personal schedule.
• Compliance violations are rechecked across the entire window to catch any issues introduced since the last check.
• Budget warnings are shown if any week in the window exceeds the location's hour budget. Budget warnings are informational and do not block publishing.
• The window status changes from Draft to Published.

Editing After Publishing

You can still make changes to a published roster, but with additional safeguards:

• When updating an existing shift, you must provide a reason for the change. This reason is logged and visible to the affected employee.
• Employees are notified when a shift assigned to them is changed.
• You can add new shifts to a published window. New shifts are automatically created with published status and the assigned employee is notified immediately.

Roster Window Statuses

A roster window moves through the following statuses over its lifecycle:

Status	Description
Draft	Initial state. Shifts can be freely added, edited, and removed. Not yet visible to employees.
Published	Shifts are visible to employees. Edits require a reason and are tracked.
Locked	The payroll period covering this window has been closed. No further changes are allowed.

The status flow is always: Draft → Published → Locked.