Support centre | WeRoster

Getting Started

Getting started with WeRoster

The quickest path from sign-up to your first published roster: set up your store, add your team, build the week and publish it.
Signing up and your free trial

How to start a WeRoster free trial, what you get during it, and what happens when it ends.
Creating your first store

Set up a store in WeRoster: the three-step setup after sign up, the New store dialog, roster hours and roles.
Adding your staff

Add employees and managers to a store, what email they receive, and how they set their password.
Building and publishing your first roster

Open a week, add shifts on the 15-minute grid, check the totals, then publish and notify your team.
Owners, managers and employees

What owners, managers and employees can each see and do in WeRoster.

Using the roster editor

How the roster editor works: the week strip and summary, the 15-minute grid, roles, day notes, changing a day's hours, sorting staff and the daily totals.
Rostering on your phone

Build and change rosters from a phone or tablet with tap-to-roster: tap the start, tap the end.
Copying a roster to another week

Copy last week into this one, copy a week forward to any other week, or copy a single day, so you're not starting from scratch.
Publishing, notifying and locking rosters

What Publish, Notify and Lock each do, how to tell staff about changes, and how to unpublish or unlock a roster.
Downloading and printing rosters

Download a roster as a full or compact PDF to print, share or pin up in the staffroom.
Contracted hours warnings

Set each person's weekly hours and WeRoster warns you on the roster when someone is under or over.
Wage costs and estimated sales

See what each day and week of the roster costs in wages, and your wage cost as a percentage of estimated sales.
Public holidays on your roster

WeRoster labels New Zealand public holidays, including Matariki and Mondayised days, on the right day of your roster automatically.

Employees and managers

The difference between employees and managers on a store's Staff page, what each row menu does, and how to make someone both.
Changing wages and contracted hours

Update one person's hourly wage and weekly hours, or change several people at once with Wages and hours.
Removing or restoring staff

Take someone off a store when they leave, and bring them back later from Past employees with their details intact.

Setting your availability

Tell your managers when you can and can't work, four weeks at a time. Your availability shows on the roster while they build it.
Requesting leave

How to ask for time off from your Timetable, follow your request, and see your manager's reply.
Managing leave requests

Approve or deny staff leave in one tap, add a comment, edit a request, add leave for someone and download a leave request as a PDF.

Turning on shift tracking

Let staff clock in and out and take breaks, from their own phone or a shared device in store, so you can see the hours they actually worked.
Setting up the clock-in terminal

Turn a tablet or computer in your store into a clock-in terminal: unlock it once with the terminal PIN, then staff tap their name and enter their own PIN.
Reviewing and editing shifts

Approve the shifts your staff clock, fix times, add a missed shift, browse by day, week, month or year, and download a CSV.

Store settings

Every option on a store's Settings tab: store details, roles, wage visibility, PDF attachments, roster naming, shift tracking, the terminal link and PIN, and ownership.
Running multiple stores

Run several stores from one WeRoster login, switch between them, share staff, and how people at more than one store are counted.
Archiving a store

Archive a store you no longer use so it's hidden from staff and stops counting towards your subscription, and reactivate it later.
Transferring store ownership

Hand a store to another WeRoster account, for example when you sell the business or a franchisee takes over.
Sending an announcement to your team

Email a message to everyone at a store in one go with the Announcement button in the store header.

Plans and pricing

WeRoster's four plans, how staff are counted, monthly versus annual billing, and how your plan moves as your team changes.
Starting or changing your subscription

Subscribe during or after your trial, switch between monthly and annual billing, replace your card and download invoices.
Cancelling or resuming your subscription

How to cancel your WeRoster subscription, what happens to your data, and how to resume if you change your mind.
Referring a friend

Share your referral link: the business you refer gets 10% off, and you get 10% off one invoice for each referred business that pays.

Your account settings

Change your name, email, phone number, password and clock-in PIN, get your calendar feed, and bring back the in-app tips.
Resetting your password

Forgot your WeRoster password, or never set one? Get a link by email, or ask your manager to send you one.
Adding your shifts to your calendar

Subscribe to your WeRoster shifts in Apple Calendar, Google Calendar or Outlook with your private calendar feed link.
Your Timetable

Your home page in WeRoster: your next shift, your week, the full roster, your leave, and for managers a card for each store with who's on now and what needs doing.
Roadmap and feature requests

See what's new in WeRoster, what's being built, and vote for the ideas you'd like next.

Troubleshooting

Quick fixes for common problems: staff not getting roster emails, rosters not showing, can't edit a roster, can't log in, subscription notices and more.
Contacting support and sending feedback

How to get help from the WeRoster team, ask Ros for a quick answer, and send feedback or ideas from inside the app.
Asking Ros for help

Ros is WeRoster's help assistant: what it can answer, what it can look up in your account, how to reach a person, and how long chats are kept.