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Roster Day Exclusion and Hide Feature

The Roster Day Exclusion feature allows you to customize your roster views by hiding specific days of the week that are not part of your organization's working schedule.

Updated over a month ago

This powerful feature helps streamline roster management by focusing only on relevant working days, reducing visual clutter and preventing accidental scheduling on non-working days.

Key Benefits

  • Improved Focus: View only the days that matter to your business operations

  • Reduced Errors: Minimize accidental scheduling on non-working days

  • Enhanced Efficiency: Faster navigation and cleaner roster interfaces

  • Customizable Views: Align roster displays with your organization's working patterns (5-day, 6-day work weeks, etc.)

How It Works:

Setting Up Day Exclusion

  1. Navigate to Roster Options

    • Either on the Team Rosters Page, select the Options button for the relevant Roster

    • Or open your roster in Calendar view, then click on the Options button to open the options drawer

  2. Configure Excluded Days

    • Select the Calendar tab in the Roster Options drawer

    • Use the Days to Exclude From View multi-select dropdown

    • Choose the days of the week you want to hide from the roster view (Monday through Sunday)

    • Selected days will be ordered Monday through Sunday automatically

Note: You can select anywhere from 1 to 6 days to exclude

The system prevents excluding all 7 days (as this would leave no roster to view)

3. Save Your Settings

  • Click Save Changes to apply your exclusion settings

What Gets Hidden

When days are excluded, the following elements are hidden from view:

  • Day Columns: Excluded days disappear from the Calendar view

  • Roster Entries: All entries on excluded days (shifts, leave, work schedules)

  • Totals: Column totals for excluded days are removed

  • Row Headers: Grouping and total headers adjust to match visible periods

Important Notes

Data Preservation

  • No Data Loss: Excluding days only hides them from view - all existing roster entries remain safely stored in the system

  • Reversible: You can easily remove day exclusions to restore full visibility at any time

  • Status Maintained: Roster entries on excluded days retain their original status (approved, pending, errors, etc.)

View Behavior

Calendar View:

  • Excluded day columns are completely hidden

  • Row lengths and totals adjust to visible periods only

  • Navigation skips excluded days

  • Print will exclude those days from the Print option

Day View:

  • When navigating between days, excluded days are automatically skipped

  • Forward/backward navigation jumps over hidden days

Import and Template Handling

Prevented Operations:
When days are excluded, the following import operations will NOT add entries to excluded days:

  • Work Schedule imports

  • Previous Period imports

  • Template applications

Template Behavior:

  • Roster templates respect day exclusion settings

  • Templates won't create entries on days you've chosen to exclude

Publishing and Validation

Enhanced Publishing:

  • Roster publishing focuses only on visible days

  • Validation errors on excluded days won't block publishing of visible roster entries

  • This allows you to publish clean rosters even if excluded days contain entries with errors

Best Practices

When to Use Day Exclusion

Ideal Scenarios:

  • 5-Day Work Weeks: Exclude weekends (Saturday, Sunday)

  • 6-Day Operations: Exclude one specific day (commonly Sunday)

  • Custom Work Patterns: Hide days that don't align with your business operations

  • Seasonal Adjustments: Temporarily exclude days during specific periods

Recommended Workflow

  1. Start Clean: Set up day exclusions before creating new rosters when possible

  2. Review Existing Data: Before excluding days, review any existing entries on those days

  3. Communicate Changes: Inform your team about which days are being excluded

  4. Test Publishing: Verify that roster publishing works as expected with your exclusion settings

  5. Test Print: Verify that the Print option works as expected with the exclusion settings

Troubleshooting

Common Issues

Q: I can't see some of my roster entries
A: Check if day exclusion is active. Remove exclusions temporarily to view all entries.

Q: My totals don't match what I expected
A: Totals only reflect visible days. Excluded days and their entries don't contribute to displayed totals.

Q: Template imports aren't working as expected
A: Templates respect day exclusions. Entries won't be created on excluded days, which may affect the template application.

Support

If you encounter issues with the day exclusion feature:

  1. Check that you haven't excluded more days than intended

  2. Verify that your role has appropriate permissions for roster management

  3. Contact your system administrator or raise a case with Access Group support for additional assistance

Feature Availability

The Roster Day Exclusion feature is available in:

  • Definitiv 3.21 and later versions

  • Calendar View and Day View roster displays

  • Supported regions ANZ only


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