Create or Delete Roster Lines
Create roster lines for specific shifts, timings, resources, and roles, then remove draft roster lines when they are no longer required. This supports cleaner management of recurring and ad hoc roster cycles.
Rostering
Dynamics 365 Rostering & Shift Scheduling Add-On
Manage rosters, shift assignments, staff availability, GPS attendance, and fatigue limits directly inside Microsoft Dynamics 365. DHRP’s Smart Rostering Add-On in Australia and New Zealand helps streamline scheduling, handle last-minute changes, and align staffing with real-time site demand.
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Dynamics 365 Add-Ons
What Is Smart Rostering in Dynamics 365?
Smart rostering inside Microsoft Dynamics 365 gives site leads a direct framework to build shift schedules, assign field personnel, and balance fluctuating labour demands. Managers allocate workers using live role qualifications, verified availability, and fatigue thresholds; frontline staff confirm assignments, log timecards, and submit swap requests via mobile self-service.
This native extension replaces third-party scheduling tools with deep workforce management tailored for Australian and New Zealand operational rules. It handles multi-site shift templates, location assignments, capacity limits, GPS time tracking, peer-to-peer shift trades, and employee portals.
Coordinating large field workforces across multiple locations on offline spreadsheets creates severe operational blind spots. Last-minute call-outs, unfilled roster lines, unverified availability records, and unmonitored overtime leakage create heavy administrative friction for site leads. Integrating these scheduling activities helps operations teams handle sudden demand spikes, curb payroll inflation, and maintain real-time oversight.
Take Control of Workforce Scheduling With DHRP Smart Rostering
DHRP’s Dynamics 365 rostering add-on for Australia and New Zealand makes managing changing shifts, employee availability, and workforce capacity easier. Keep roster planning, employee self-service and attendance workflows connected within your Dynamics 365 environment.
Improve Visibility Across Dynamics 365 Rostering
Smart Rostering in Microsoft Dynamics 365 gives managers a clearer view of employee schedules, available capacity, and roster assignments. Teams can create and assign shifts based on employee roles, availability, and operational requirements while tracking reserved and remaining hours before allocating resources.
Employees can access their assigned rosters through self-service, review shifts, and submit change requests. This gives managers better visibility into scheduling activity while reducing the need to manage every roster change manually.
Reduce Manual Work And Improve Scheduling Control
The DHRP Rostering Add-On brings core workforce scheduling activities into Dynamics 365. Managers can create roster lines, assign resources, manage recurring schedules and monitor capacity across their workforce. Employee self-service also supports roster acceptance, shift changes and shift-swapping workflows.
Managing multi-site operations or variable shift runs on offline spreadsheets creates severe operational friction. Our Microsoft Dynamics 365 extension aligns shift planning directly with worker availability, active capacity limits, and Fair Work award profiles. Built for Australian and New Zealand workforce standards, site leads publish recurring or ad hoc rosters while automatically logging shift swaps, GPS clock-ins, and resource utilisation records.
Dynamics 365 Solutions
Rostering Features Built for Dynamics 365
DHRP’s Smart Rostering Add-On unifies shift scheduling, mobile self-service, GPS time tracking, and fatigue monitoring inside Microsoft Dynamics 365. Site leads publish roster cycles, allocate qualified staff, and track live capacity meters. Frontline employees independently confirm shift assignments or request peer-to-peer swaps directly through their mobile app.
Allocate Resources to Roster Lines
Assign available employees to roster lines according to their role, availability, and remaining capacity. Managers can review resource capacity and hours before completing a roster allocation.
Employee Self-Service Rostering
Employees can access assigned shifts through My Rosters, review their schedules, and respond to roster assignments. Supported self-service actions include accepting or rejecting shifts and managing roster-related requests.
Time In / Time Out Tracking
Record employee time in and time out for assigned or open shifts. The solution also supports break, standby, and worked-hour tracking as part of its wider D365 employee time and attendance software capabilities.
Shift Change Requests
Employees can submit a change request when they cannot attend an accepted roster line, subject to the deadlines and rules configured within the rostering settings.
Manager Change Request Management
Managers can review employee change requests through the change request form and maintain case notes against relevant roster activity. This keeps scheduling changes and related communication documented.
Rostering Reports & Workforce Records
Use rostering reports to review assigned and unassigned rosters, change requests and case notes. Reporting provides managers with a clearer record of scheduling activity across the workforce.
Capacity Load Management
Review reserved hours, available capacity and remaining hours when assigning roster lines. This D365 capacity load planning capability helps managers consider current workload before allocating additional shifts.
Is Manual Rostering Taking More Time?
Bring roster creation, employee availability, shift assignments, and workforce capacity into one Dynamics 365 shift management app. DHRP helps managers reduce repetitive scheduling administration and maintain better visibility across changing workforce requirements.
Keep Shift Changes Under Control
Give managers the tools to create roster cycles, allocate employees, monitor capacity, and manage shift changes. Employees can access their schedules through self-service, reducing unnecessary back-and-forth around everyday roster administration.
Transform Workforce Scheduling With DHRP Smart Rostering
Move beyond spreadsheets and disconnected scheduling processes with a D365 shift scheduling software ANZ solution built around your existing Dynamics 365 environment. Manage rosters, capacity, attendance, and employee self-service from a connected workflow.
Benefits of Smart Rostering in Dynamics 365
Manage Availability and Role-Based Allocation
Assign employees to roster lines according to their role, availability and remaining capacity. Managers can consider workforce requirements before booking resources against specific shifts.
Reduce Managerial Scheduling Work
Self-service features reduce the need for managers to handle every roster interaction manually. Employees can view schedules, respond to assignments and submit supported change requests directly.
Respond to Emergency and Last-Minute Changes
Urgent roster creation, worker approval workflows, shift swaps and change requests help teams respond when workforce requirements change unexpectedly.
Make Decisions With Better Workforce Data
Review roster assignments, attendance records, capacity, worked hours and scheduling changes through connected workforce information. This gives managers a clearer basis for day-to-day resource planning.
From recurring roster cycles to changing shift requirements, DHRP helps Australian and New Zealand organisations manage workforce scheduling with greater structure, visibility and control.
Yes. The solution is built natively inside Microsoft Dynamics 365, eliminating third-party API syncs or external middleware. It draws directly from your core D365 worker entities, site structures, and capacity records, allowing site leaders to manage shift logistics, live attendance, and timecards.
Yes. Field and site workers log into the DHRP Mobile App or portal (My Rosters) to view upcoming shifts, accept allocations, record GPS-verified clock-ins, log breaks, or request peer-to-peer shift swaps. Pending requests trigger automatic approval notifications for site managers based on configured deadline windows.
The add-on displays real-time capacity meters (reserved vs. remaining hours) as managers assign staff to roster lines. Configurable fatigue controls enforce mandatory rest breaks between shifts and restrict consecutive heavy shift runs, protecting staff welfare and keeping operations compliant with Fair Work standards.
No. DHRP’s add-on is modular and plugs directly into your active Microsoft Dynamics 365 environment (Finance & Operations, Supply Chain, Field Service, or HR). DHRP configures the add-on around your current site locations, award structures, and worker profiles without disrupting your existing ERP workflows.
DHRP’s Smart Rostering Add-On Features
ROSTER MANAGEMENT
| Sr | ROSTER MANAGEMENT | DHRP’s Add-On | DHRP’s Mobile App |
|---|---|---|---|
| 1 | Multi-Dimensional Roster Creation (Ordinary, On-call, Broken, and Sleepover) | ✓ | – |
| 2 | Automated Afternoon, Night, and Weekend Penalty Frameworks | ✓ | – |
| 3 | Emergency Recall and On-Call Break Management | ✓ | – |
| 4 | Comprehensive Casual Loading and Overtime Penalty Integration | ✓ | – |
| 5 | Role, Site and Location Based Shifts Schedulling & Workforce Management | ✓ | – |
| 6 | Multi-Period Roster Replication (Daily to Annual Cycles) | ✓ | – |
| 7 | Flexible Calendar Management with Alternate Off-Days | ✓ | – |
| 8 | Resource Role-Based Rate Configuration | ✓ | – |
| 9 | Automated RDO, Public Holiday, and Off-Day Processing | ✓ | – |
| 10 | Urgent Roster Creation and Worker Approval Workflows | ✓ | ✓ |
| 11 | Bird’s-Eye View Staff Capacity and Overload Analytics | ✓ | – |
| 12 | Worker Self Service to book shifts, cancel, request shift swaps and accept or reject shifts electronically | ✓ | ✓ |
| 13 | Worker Self-Booking and Self open Roster Management | ✓ | ✓ |
| 14 | Peer-to-Peer Shift Swapping and Resource Reallocation | ✓ | ✓ |
| 15 | Calendar and Shift Preference Self-Service | ✓ | ✓ |
| 16 | Automated Time & Attendance Capture/Timecard Generation from Completed Rosters | ✓ | ✓ |
| 17 | Activity and Task-Based Roster Integration | ✓ | ✓ |
| 18 | Location and Client Based Roster Assignment | ✓ | – |
| 19 | Consecutive Shift Restrictions and Fatigue Management | ✓ | ✓ |
| 20 | Configurable Time Registration Tolerances and Rounding Rules | ✓ | – |
| 21 | Automated Roster Assignment Alerts and Response Deadlines | ✓ | ✓ |
| 22 | Missed and Cancelled Roster Audit Logging | ✓ | ✓ |
| 23 | Real-Time Shift-Based Notes capturing and Reporting | ✓ | ✓ |
| 24 | Flexible Working Time Profiles for Full-Time, Part-Time, and Casual Workers | ✓ | – |
| 25 | Multi-Pair Clock-In/Out Support for Broken Shifts | ✓ | ✓ |
| 26 | Manual Attendance Registration and Time & Attendance Editing | ✓ | – |
| 27 | Clock-in, Clock-out for Shifts, Breaks, Standby | ✓ | ✓ |
| 28 | Mobile App based Employee Rostering functions | ✓ | ✓ |
| 29 | Capture location/GPS coordinates at the time of Clock-in and Clock-out | ✓ | ✓ |
| 30 | Calendar Views displaying Master Rosters for Resources and Clients for Shift Management | ✓ | – |
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