1
Open Standing site & shift
Roster has four tabs. This one holds everyone's default site and shift.
Want the full chapter? Solution Guide, chapter 4: Workforce (PDF) · All documentation
Set everyone's standing site and shift
Do this once for the team. Open app.bpmsquare.com/wfm/roster.
2
Narrow the list
Search by name or code, or choose a site in the All sites list. Assign all works on everyone currently filtered.
3
Tick a cell in the table
Each person has one site and one shift. A tick applies every day until it is changed again, or overridden for specific dates.
4
Or click Assign all on a column
Assign all ticks the column for everyone currently filtered, not just the page you are on. Clear all removes it.
5
Click Save changes
Ticks are kept as you page. Save changes applies all of them at once.
Change a shift or give a day off on certain dates
Do this for a one-off change. The standing site and shift stay as they are. For a holiday that applies to everyone, use Leave & Holidays instead.
1
Open Shift changes & days off
The list at the bottom, Upcoming — next 30 days, shows changes already made.
2
Set From and To
Both start on today. For one day, leave them equal.
3
Choose the Shift
Pick the shift these dates should use, for example General shift (09:00–18:00).
4
Or tick Mark as day off instead
Use this when the person should not work on these dates.
5
Choose the employees
Tick people one by one, or use Select all. The filters narrow the list by site and shift. The heading counts how many are selected.
6
Click Apply to … selected
The button shows how many people are selected. Nothing is applied until you click it.
Put people on a project for certain dates
Do this to settle who is on what. Their shift does not change; only where the hours go.
1
Open Project assignments
On the dates you choose, this beats the project's own people, shift and site links.
2
Choose the Project
Sub-projects are listed under their project with their level.
3
Set From and To
The dates the people are on this project.
4
Choose the employees
Tick people, or use Select all. The site and shift filters narrow the list.
5
Click Assign … to project
The list On a project — next 30 days below shows what is already assigned.
Upload a roster spreadsheet
Do this when the roster is long or comes from another system.
1
Open Upload & generate
The page has two cards: Upload a roster spreadsheet and Alternate-Saturday roster.
2
Click Download template
One row per employee. Columns: Employee Code, Date From, Date To (YYYY-MM-DD, empty for a single day), Shift, Site, Day Off (yes/no), Note. This guide does not download the file.
3
Choose your file
Click Choose File and pick the filled-in spreadsheet.
4
Pick the month for the alternate-Saturday roster
This roster runs on its own every month once the rule is switched on in Settings → Workforce.
5
Click Generate
Generate builds the roster for that month. This guide does not click it.
