# 7. Rosters

By using this feature user can create a roster for all agents registered in asseto application, which will allow us to assign them to shifts. This roster will provide details on who is available (working) today and who is on leave, among other relevant information.

This module has the following features.

- New Roster
- Schedule Leave
- Bulk Upload

# 7.1. Rosters Dashboard

The timeline page will display previously created roster/shifts. It <span lang="EN-US" style="mso-ansi-language: EN-US;">will include views for daily, monthly and weekly schedules, allowing us to track all types of agents and shifts. The roster will be utilized to manage and display information on agent availability and leave status within this time management system.</span>

[![roaster.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-rv2nkfws.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Rosters dashboard has the following features.</span>

<div class="page-content" dir="auto" id="bkmrk-%C2%A0-%C2%A0-%C2%A0-%C2%A0-%C2%A0-timeline-d"><div dir="auto">1. <span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"><span style="font: 7.0pt 'Times New Roman';">  </span></span></span>**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Timeline Day</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**:** by default, “Timeline Day” tab is highlighted and today schedules </span>will be displayed in the roster dashboard<span lang="EN-US" style="mso-ansi-language: EN-US;">.</span>

</div></div>[![roaster-today1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-shp7ol9w.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-today1.png)

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">**1.1.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span>**</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Previous and Next arrow marks:** </span>This feature is useful for navigating to previous and next dates, with the schedules for the selected dates displayed on the rosters dashboard.

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> **1.2.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span>**</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Calendar:** when you click on dropdown, a calendar will be displayed as shown by following screenshot.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>[![roaster-today2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-vj5fwzf9.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-today2.png)

 Here, users can select a date as needed, and the schedules will be displayed based on the selected date<span lang="EN-US" style="mso-ansi-language: EN-US;"> as shown by the screenshot below .</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>[![roaster-today3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-s3pj75b4.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-today3.png)

 **<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">2.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span></span><u><span lang="EN-US" style="mso-ansi-language: EN-US;">Time Line Week</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**:** By clicking on the "Timeline Week" tab, the schedules for the current week will be displayed on the rosters dashboard as shown by below screenshot.</span>

[![roaster-week1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ojywwp7x.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-week1.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"> **2.1.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span>**</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Previous and Next arrow marks:** </span>This feature is useful for navigating to previous and next weeks, with the schedules for the selected week displayed on the rosters dashboard.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"> **2.2.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span>**</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Calendar:** when you click on dropdown, a calendar will be display. </span>Here, users can select a date as needed, and the schedules will be displayed based on the selected date<span lang="EN-US" style="mso-ansi-language: EN-US;">.</span><span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">**3**.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">TimeLine Month</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: By clicking on the "Timeline Month " tab, the schedules for the current Month will be displayed on the rosters dashboard as shown by below screenshot.</span>

[![roaster-month1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-exe7er7f.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-month1.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"> **3.1.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span>**</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Previous and Next arrow marks:** </span>This feature is useful for navigating to previous and next month, with the schedules for the selected month displayed on the rosters dashboard.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"> **3.2.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span>**</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Calendar:** when you click on dropdown, a calendar will be display highlighted by current month. </span>Here, users can select a month as needed <span lang="EN-US" style="mso-ansi-language: EN-US;">as shown by below screenshot</span>.

 [![roaster-month2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-mdve9zzo.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-month2.png)

 The schedules will be displayed based on the selected month <span lang="EN-US" style="mso-ansi-language: EN-US;">as shown by below screenshot.</span>

[![roaster-month3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-zb5utoql.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-month3.png)

<div class="page-content" dir="auto" id="bkmrk--1">---

</div>

# 7.2. Pre-Requisites for Roster Creation

<span lang="EN-US" style="mso-ansi-language: EN-US;">To create a new roaster, we must configure shift name and their corresponding timings in the settings and then onboard agent in agents module.</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">7.2.1. Create Shift </span>**

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Settings -&gt; Shift Roster -&gt; Add (New Shift)</span>**

<span lang="EN-US" style="mso-ansi-language: EN-US;">Users can configure the shifts, which will be utilized in the roster creation.</span>

[![roaster-setting1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-yc1xuzzt.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/eBtroaster-setting1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on “add” button to create a new shift following page will be display.</span>

[![roaster-setting2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ns8ydvs2.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/WMjroaster-setting2.png)

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Provide shift name.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Here, “General working hours” are predefined. </span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">User should specify the “Shift Start Time” and “Shift Duration”, then the “Shift End Time” will be automatically displayed based on these parameters as shown by the below screenshots.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>

[![roaster-setting3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ku8k2zyf.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/1LEroaster-setting3.png)

[![roaster-setting4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ogflbihy.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/q9Mroaster-setting4.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> The “save” button will only be enabled once all mandatory fields have been completed.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on “save”, a confirmation message “Shift successfully created” will be displayed and the newly created shift will be display in the first row of shift list.</span>

[![roaster-setting5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-hefdgrzm.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/PrTroaster-setting5.png)

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 1.<span style="font: 7.0pt 'Times New Roman';"> **<span style="text-decoration: underline;"> </span>**</span></span></span>**<span style="text-decoration: underline;"></span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**Search bar**: To search for a shift by its name.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Status**: By default, shift status is enabled. User have the option to enable or disable the status as needed.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Edit**: To edit the shift. </span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> **Note**: We can’t edit shift, if the shift is already assigned to an agent.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Delete**: To delete the shift.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">  **7.2.2. Create Agent**</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Agents -&gt; New Agent</span>**

[![agents-new agent1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ak2kl4tp.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/JuCagents-new-agent1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Fill the all-mandatory fields then only the save button will be enabled. Here vendor details and resource group fields are non-mandatory fields.</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Note</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: Every agent should provide an individual email id, do not match with other agent’s email id.</span>

[![agent-new agent3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-2xtk6nva.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/gMbagent-new-agent3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on the save button to onboard the new agent. “Agent added successfully” confirmation message will be displayed screen will be navigated to agents dashboard page. </span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Note</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: For more details, review “2. Agents” module 2.2. Pre-Requisites for Agents Onboarding and 2.3. New Agent.</span>

<div class="page-content" dir="auto" id="bkmrk--9">---

</div>

# 7.3. New Roster

**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Rosters -&gt; New Roster:</span></u>**

By using this feature, we can create a new roster and assign a single shift to one or more users/agent.

[![New-Roaster1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-7ozmavyt.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/new-roaster1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">The “save” button will only be enabled once all mandatory fields have been completed.</span>

[![New-Roaster2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-nnrwry5b.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/new-roaster2.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on “save”, a confirmation message “Shift Roster created successfully” will be displayed and the system navigates to dashboard page. </span>

[![New-Roaster3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-9h5ypov4.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/new-roaster3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">The newly created shift roaster will be displayed on the roster dashboard.</span>

[![New-Roaster4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-pdixvqys.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/new-roaster4.png)

<div class="page-content" dir="auto" id="bkmrk-revision-%235-created-"><div dir="auto"></div>---

<div class="text-muted text-small"><div class="entity-meta">  
</div></div></div>

# 7.4. Edit Shift

<span lang="EN-US" style="mso-ansi-language: EN-US;">By using this feature user can edit/update the shift details.</span>

[![Edit-Roaster1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-uhvm2bz8.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/edit-roaster1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on the shift name and then tap edit icon, system will navigate to edit roster/shift page.</span>

[![Edit-Roaster2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-3os2oswk.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/edit-roaster2.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Update field data as per your need.</span>

[![Edit-Roaster3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-cekmmo09.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/edit-roaster3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on the save button.</span>

[![Edit-Roaster4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-iga9y1tt.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/edit-roaster4.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">A confirmation message “Shift Roster updated successfully” will be displayed and the system navigates to dashboard page.</span>

<div class="page-content" dir="auto" id="bkmrk--4"><div dir="auto">  
</div>---

<div class="text-muted text-small"><div class="entity-meta">  
</div></div></div>

# 7.5. Schedule Leave

<span lang="EN-US" style="mso-ansi-language: EN-US;">This feature is helpful for supervisors, as it allows them to apply for leave both for themselves and for their agents with this asseto application.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">This module has 2 features.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Apply agents leave</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;"> 2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Apply Self-Leave</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span><u><span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Rosters -&gt; Schedule Leave:</span></u>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> **7.5.1. Apply Agents Leave**</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span><span lang="EN-US" style="mso-ansi-language: EN-US;">By default, “apply agents leave” option is highlighted.</span>

<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Rosters -&gt; Schedule Leave -&gt; Apply Agents Leave:</span></u>

[![Roaster-scheduleleave1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-nbxnuc7g.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Select assignee form your agents list and fill in the leave details and all mandatory fields then submit button will be enabled.</span>

[![Roaster-scheduleleave2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-gpq2e032.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave2.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on submit, a confirmation message “Successfully Applied a Leave” will be displayed, and the system navigates to dashboard page.</span>

[![Roaster-scheduleleave3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-5ecno415.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">When you click on agent timeline (medical leave) system navigate to leave details page. Here you (supervisor) can have options for ‘update leave’ and ‘cancel leave’. </span>

[![Roaster-scheduleleave4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-hdvcufxc.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave4.png)

**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Update Leave</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: To edit/update the agent leave details.</span>

[![Roaster-update leave1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-mm7oeos8.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-update-leave1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on ‘update leave’ from options. Agent leave application will be appear.</span>

[![Roaster-update leave2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-wgfcwpl0.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-update-leave2.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Update the data in the agent leave application.</span>

[![Roaster-update leave3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-hpxpzjzk.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-update-leave3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on “submit” button, confirmation message “successfully updated leave” will be appear.</span>

[![Roaster-update leave4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-pb0qfsee.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-update-leave4.png)

**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Cancel Leave</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: To cancel the agent leave request.</span>

[![Roaster-delete leave1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-7pzwtmoz.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-delete-leave1.png)

When the user clicks on the "Cancel Leave" option, a popup will appear. Please click "Yes" to proceed with cancelling the leave.

[![Roaster-delete leave2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-az8oozim.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-delete-leave2.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Confirmation message “successfully cancelled leave” message will be appeared.</span>

[![Roaster-delete leave3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-q9jlxspz.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-delete-leave3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">  
</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">7.5.2. Apply Self-leave</span>**

<span lang="EN-US" style="mso-ansi-language: EN-US;">To apply leave for supervisor.</span>

<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Rosters -&gt; Schedule Leave -&gt; Apply Self -Leave:</span></u>

[![Roaster-scheduleleave5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-u40blljz.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave5.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Fill in the leave details and mandatory fields then the save button will be enabled.</span>

[![Roaster-scheduleleave6.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-kcdnqjwm.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave6.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on submit, a confirmation message “Successfully Applied a Leave” will be displayed, and the system navigates to dashboard page.</span>

[![Roaster-scheduleleave7.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-knmes1m6.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave7.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">When you click on your timeline (medical leave) system navigate to leave details page. Here you (supervisor) can have options for ‘update leave’ and ‘cancel leave’. </span>

[![Roaster-scheduleleave8.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-fi3nr3ml.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roaster-scheduleleave8.png)

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Note</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: To update or cancel a supervisor's leave, please follow the procedure outlined for updating or canceling agent leave.</span>

<div class="page-content" dir="auto" id="bkmrk-revision-%237-created-"><div dir="auto">  
</div>---

</div>

# 7.6. Bulk Upload

Download the CSV file, complete the required fields and upload it to assign multiple shifts to multiple users simultaneously.

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Rosters -&gt; Bulk Upload</span>**

[![Roasters-bulk1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-d5ddigsn.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk1.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">It has 3 sections, those are</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">1. Preparation</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: To download the bulk upload template.</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">2. Precheck</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: validation check: To check for any errors in the uploaded sheet.</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">3. Processing</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: To view the progress on the bulk upload process.</span>

**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Info button</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: users can view the fields validation rules to fill the values in csv file accordingly.</span>

[![Roasters-bulk2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-iedgkvaa.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk2.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">**1. Preparation**</span><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">:</span><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> click on download template button to download csv file will be available in your local pc downloads folder as shown by following screenshot.</span>

[![Roasters-bulk3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-7h7htzid.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk3.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Fill the data on the downloaded csv file for all shifts to be assigned to agents using bulk upload.</span>

[![Roasters-bulk4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-dfvdyld2.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk4.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Upload the file by clicking on choose file button on the bulk upload page.</span>

[![Roasters-bulk5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-rld1swie.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk5.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to validation check page.</span>

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">2. </span><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Precheck/validation check</span>**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: If uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file.</span>

[![Roasters-bulk6.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-tfkap9jf.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk6.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">If there are no errors user can view passed count (i.e. number of scheduled shifts) submit button enabled. Click on the submit button system will navigate to next page.</span>

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">**Note**: Click on the tooltip (icon) to check the validation status on validation/pre-check page.</span>

[![Roasters-bulk7.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-excn3o7a.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk7.png)

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">3. </span><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Processing</span>**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: User can view the progress of bulk upload to the application. “Scheduled shifts created successfully” confirmation message will be displayed.</span>

[![Roasters-bulk8.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-gtgbslq5.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk8.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-MY; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Next</span></span>

[![Roasters-bulk9.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-wtjx3btb.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk9.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Click on close. added scheduled shifts through bulk upload will be displayed on the rosters page timeline list as shown by following screenshot.</span>

[![Roasters-bulk10.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ttmicg40.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/roasters-bulk10.png)

<div class="page-content" dir="auto" id="bkmrk--10">---

<div class="text-muted text-small"><div class="entity-meta">  
</div></div></div>