Roster

Aug 13, 2025 1 month ago 8 Steps
Roster
The Roster screen lets you assign care workers to participants for specific shifts. You can view, add, and publish roster items, and when a roster is published the assigned care worker receives a notification in the Planaji Care Worker App.

Step-by-Step Guide

1 Log in to Planaji with your email/password
2 Click the “Roster” tab on the left‑hand menu
3 The page shows all active participants/clients on your account, regardless of whether they have a roster for the current week
4 Use the ‘Arrows’ or the Calendar icon to scroll to the desired date
Use the ‘Arrows’ or the Calendar icon to scroll to the desired date
5 Click the “Add Roster” button in the upper‑left corner of the page
Click the “Add Roster” button in the upper‑left corner of the page
6 If you want the care worker to be notified, set the roster status to “Publish.”
7 Click “Save.” The roster item is created and, if published, the care worker receives a notification via the Planaji Care Worker App
8 You should see a confirmation message – congratulations, you have successfully added a roster for the selected care worker and participant
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