---
title: Roster
description: "In the Roster Management section, you can manage staff and patient rosters. This section is integrated with salary, leave management, staff portal, patient portal, and more. ### **1. Add roster** **Select Patient**: Choose the patient you want to add to…"
url: "https://medpilot.app/help/roster/"
updated: "2025-12-29"
category: HR
---

# Roster

In the Roster Management section, you can manage staff and patient rosters. This section is integrated with salary, leave management, staff portal, patient portal, and more.

### **1. Add roster**

**Select Patient**: Choose the patient you want to add to the roster. If not added the patient then (Create a Patient: Navigate to Patient > Patient Registration to add a new patient.)

**Select Date**: Click on the date you want to add the roster for. A modal will open.

![](https://medpilot.app/wp-content/uploads/2025/04/31-1.png)

**Select Shift**:

The shift options come from **Setting > HR Setting > Shift Setting**. Choose the appropriate shift.

**Select Staff**: Choose the staff member you want to assign to the roster.

If you need to create a new staff member, go to **HR > Staff Registration**.

Add Note (Optional): Enter any notes if necessary.

Save: Click "**Save**" to update the patient and staff roster automatically.

![](https://medpilot.app/wp-content/uploads/2025/04/32.png)

**Adding an Individual Staff Roster**

**Select Staff**: Choose the staff member you want to add to the roster.

**Select Date**: Click on the date you want to add the roster for.

**Select Shift**: Choose the appropriate shift.

**Add**: Click "**Add**" to save the roster.

![](https://medpilot.app/wp-content/uploads/2025/04/33-1.png)

**Deleting or Viewing Roster Details**

**View Details**: Click on the roster to see the details.

**Delete**: Click the **delete icon** to remove the roster.

![](https://medpilot.app/wp-content/uploads/2025/04/34-1.png)

![](https://medpilot.app/wp-content/uploads/2025/04/35-1.png)

1. **Report**

**Patient Roster Report**: Select "**Roster Type**" as "Patient". Input the patient name or select "**All**". Choose the roster month and year. Click "**Submit**" to generate the report.

![](https://medpilot.app/wp-content/uploads/2025/04/36-1.png)

Staff Roster Report: Select "**Roster Type**" as "**Staff**". Input the staff name or select "**All Staff**". Choose the roster month and year. Click "**Submit**" to generate the report.