Email staff their schedule

From the roster, More then Email schedules sends each person who holds a shift at the site, in the week or month on screen, their own schedule by e-mail. You choose who from a list, and each person gets only their own shifts, at the address they sign in with. Notes and pay are never included. Sends are recorded in the audit trail.

Who can do this?

Admin, Manager and Control: anyone who can add or assign shifts on the roster (shifts.create or shifts.assign.employee). An agency login cannot; agencies have their own roster.

How do I send schedules?

Open Scheduling → Roster and choose the site.
Choose the Week or Month you want to send. The period is whatever the roster is showing: the Monday-to-Sunday week, or the whole month.
Press More → Email schedules….
The list shows everyone who holds a shift at this site in that period, with how many. Everyone who can be e-mailed starts ticked. Untick anyone you do not want to send to, or use Select none and tick a few.
Press Send to N people.

The dialog then says Sent to 5 of 6 people. and names anyone who was left out, with the reason.

What does each person get?

Their own schedule for that period, across every site they work, not only this one: week tables Monday to Sunday, every shift with its site and address, and a locations section. It goes to the address they sign in with, and nobody else's shifts are in it. The footer says it was sent by a manager at your organisation; it never names you.

Notes, special instructions, site contacts, pay rates and other people's names are never in it. Cancelled shifts and no-shows are not listed. See Email my schedule for what staff see on their side.

Who is left out?

In the dialog	Means
Greyed out, No login or not active: cannot be e-mailed	The person has no portal login, is switched off, is locked, or is terminated or inactive. They are shown so you know, and are never sent anything
Nobody holds a shift at … from … to …	There is nobody to send to for this period

What are the limits?

At most 100 people in one send. If more are ticked the dialog says how many to untick and Send stays off until it is right. After a send, only the people whose e-mail could not be sent stay ticked, so pressing Send again retries just them.
Five sends in ten minutes per person doing the sending.
Every send is recorded in the audit trail under Schedule e-mail: who sent it, for which site and period, and how many people it was requested for. It never records names or addresses. If that record cannot be written, nothing is sent.

If it goes wrong

What you see	What it means
You can send schedules 5 times in 10 minutes.	Wait a little and send again.
That is 120 people. Send to at most 100 at a time…	Choose a shorter period, or pick people.
We could not load the people for this period.	Press Try again.
Sent to 0 of 3 people, with the e-mail could not be sent	The mail provider did not take them. Send again in a few minutes.
Email schedules… is greyed out	Choose a site first.