Intelligent Rostering

Automatic, fair, rule-compliant roster planning

The Techseria Roster layer: everything from demand modelling to the approval workflow.

  • Optimisation engine

    Builds a department roster in one run with ten built-in hard rules, a gap report and live solver progress.

  • Skills, credentials and seniority

    Dated eligibility profiles, skills from the HRMS Skill Map, role eligibility and minimum seniority on every slot.

  • Leave ballot

    Six-month leave planning with ranked preferences, eight scoring rules, capacity caps, waitlist and override.

  • Exceptions and rebalancing

    Automatic exceptions from late leave, covering-staff transfer and before and after rebalance proposals.

  • Night-shift allocation import

    Import pre-agreed night rotations with all-or-nothing validation and merge them as pinned assignments.

  • Demand templates

    Day-by-day staffing blueprints per site with role, shift, minimum headcount, minimum seniority and required skills.

Organisation And Master Data

One installation, every hospital, department and site

Scope rosters the way your organisation is actually structured.

  • Multi-company, multi-site

    Company, department and job-site scoping serves several hospitals, polyclinics or pharmacy outlets in a healthcare group.

  • Roster roles

    Outpatient and inpatient pharmacists and technicians, night teams, or nursing, laboratory, radiology and therapy roles, each with default seniority.

  • Teams, periods and configuration

    Team groupings, planning periods with overlap protection and per-team settings for minimum staffing, holiday list and default shift.

  • Central roster settings

    One screen for planning horizon, rest and hour limits, ballot, solver, eligibility enforcement, distribution and data retention.

  • Shift assignment categories

    Classify shifts for reporting and downstream HR processing.

  • Week-off management

    Custom week-off days and employee week-off records for pattern-driven teams.

Staff Experience

A roster staff can see, trust and confirm

Fewer no-shows and fewer "I didn't know" moments.

  • My Roster

    Every person sees their own schedule, with a per-person calendar view.

  • Calendar export

    Download personal schedules as iCal (.ics) for phone and Outlook calendars.

  • Roster acknowledgement

    Staff confirm they have seen the published roster and managers track acknowledgement rates.

  • Self-service requests

    Staff raise leave, swap and cover requests and submit leave-ballot preferences online.

  • Mobile check-in support

    Check-in and check-out fields for mobile attendance through the HRMS app.

  • Distribution log and tracker

    Each published roster's distribution is logged per employee, with a tracker screen.

Roster Web App

A modern app for planners and approvers

A React application alongside the Frappe Desk interface.

  • Roster Calendar

    Month, week, daily timeline and matrix views, with drag, swap and edit.

  • Roster Cockpit

    Coverage heatmap, leave calendar, night and weekend rotation status and alerts, with click-through to reports.

  • Approval workflow board

    Move rosters through review and approval, including bulk actions.

  • Solver Monitor

    Start runs, watch progress and review run history.

  • Gap Reports and Exception Queue

    Review shortfalls with suggested remedies and triage every open exception.

  • Audit Trail

    Full change history from the same app.

Reporting And Analytics

Seven roster reports plus live KPIs

Evidence for managers, auditors and staff representatives.

  • Daily Roster

    Who is working where today.

  • Roster Coverage

    Coverage against demand per period.

  • Gap Report

    Shortfalls by date and slot, with suggested remedies.

  • Fairness Summary

    Night, weekend, Sunday and public-holiday distribution per person.

  • Assignment Detail

    Row-level roster export.

  • Ballot reports

    Cycle Oversight and Participation reports, with per-request audit detail.

Included Platform

More than rostering: HR, payroll and the back office

Techseria Roster runs on Frappe HRMS, ERPNext and the Frappe Framework, all open source and included.

  • Frappe HRMS

    Employee lifecycle, recruitment, onboarding, attendance, auto attendance, shifts, leave, payroll, appraisals, training and a self-service mobile app.

  • ERPNext

    Accounting, purchasing, inventory with batch and expiry tracking, assets and projects. Useful for pharmacy stores and ward supplies.

  • Frappe Framework

    Role-based permissions, workflow engine, report builder, dashboards, print formats, version history, REST API, webhooks and no-code customisation.

Roadmap, Stated Plainly

What is coming next

We label every roadmap item clearly. Ask us about current timelines.

  • Configurable rule library

    18 rule types, each Hard or Soft and scoped by company, department or site, with formula-based custom rules. Roadmap.

  • Preferred headcount and minimum-pharmacist enforcement

    Captured on each slot today. Optimiser enforcement is planned. Roadmap.

  • Localised re-planning

    Re-optimise only a date window and hold the rest of the roster fixed. Roadmap.

  • One-click waitlist promotion

    Promote waitlisted ballot requests automatically against freed capacity. Roadmap.

  • Automated distribution and reminders

    Email, SMS and app distribution with escalation and a secure one-click acknowledgement link. Roadmap.

  • AI assistant connector

    Ask roster questions and trigger role-gated actions from ChatGPT or Claude through MCP. In pilot.

Faq

Frequently Asked Questions

Want to see these features on your own roster?

Book a demo and we will walk through the features that matter most to your department.