## Access to the Roster Optimiser

As the Roster Optimiser has access to the secure employee data of pay rates, you need to have individual user access granted to Payroll to be able to use the Optimiser.

Go to the Admin Menu and select Access Permissions

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/7a70b873-daef-4e33-9c87-d5d8fb440174/3ffa66cf-7ad0-4876-bf36-696bfdb13591/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL37AW7BSIS%2F20260411%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260411T152151Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHoaCXVzLWVhc3QtMiJIMEYCIQCwVgVTDvCgnR1TUftaIDlcBj6XTLy%2FJENzucApt2qbEwIhAMIcoiDEiYOp%2BNynOe9ALHtIR8yLnZ%2F0YoVfbjB%2F7bLWKt0FCEQQAhoMMzA4MTI1OTc1Mjg3IgzTq%2BPygkqW3kM4wy8qugW%2BQiW3NLLrLiaQNOuR9Bb4IcuQWYDVR70i5iHbfGrlL8xwSrCTsVYq9muEyfIVrYdHLxyb%2B3EX4aYTqp3XHUjDSo1BxkFkSK4LuK5ZITxETxCDYOT9yJ%2FfMHrWlx0k4%2BMgFf0hYj4aReyLA7aFGLgek5LO1UA%2BPDrVLGYQN93D%2BiIRqCZz49ZJQgD38Q7EheDiPI%2BlrNnkijV%2BwRNPvBzRZ4%2FlsKYXyU8OS3xm3loNzibYk00CQVrUeqTNNE3N%2BPuImYBq9IBBgufXA5nvx1quzxNAYdq%2FwEaUrL8e8B5JJvGaGQlDixoPRN6IDIeFW1N4o%2F9E03qQsc2Ziz%2FvyOfg5FuxDFZvQ1rkEV%2Bi94XA10t6IkCkB6tvFU6HvUSjSM78Cqs2qwa38ENBwniCMGZNbrrNJUmwTXd615wDNmuOgP3sRI0X0kI9zk62pP9nMUJwJ4f5lP6RQlrjnCqaTsu3%2B0imbf77M9m2Td25KrpNMQ6yX4OfYlJLTpmymgRHSexzmcW5BqE8dxe8jQpzqiyJkfGtjosLtrcTuj8cKBGJGkzUhr91PWMKvG8qKFlML1Q%2FeBJw6DbQ%2FF6F9oljhpFz9udq1EbArIRUgeFqg%2Bb1ltilkYf6gjYXtGDI1wYFpur%2FnGdnyJSCj9%2BDpwKyH0VvAod1BDoRpC6ig%2BI6%2F5HN8DymKW6AF3cE%2FF85XEo1FhFzRqCiopxkNTpeV5uWPtM23BVv2NdUwfg5%2FP7sMv%2F3Eja%2FeJvTxaWPv3pBCh8UFOJBCnrkbn%2BQ9%2FPFZBTPnO%2BeCerxztkDf2AYI8TsTe6WUmz0iXvsSn79djey1IQCnveSfTmyvsRxZ9QXtJoaa0LxCWEbnwWkT%2F8CQqAdGgVsTOWDJhMJOmqZy17afLz1F4NaqOpQeeCeTYAF0wwdubb5eHIzxkgulEzjWTDSxejOBjqPAaD%2FDb76x2JMr9bWjhIguhULJNoKVIBXIM%2F0Zd%2Bxm1NuQ02CK%2B%2BS0zQoF6Rvb9Wcywus8lKSxpCeuaDZ37vl3o408tNSFPga6RQ3s9aAOXgg0LSXJYmptUBGpvRMQ7QxbyOL6a4N0lU06Faq%2Bp3SV7SwNBvZlr2AyH0EPUSAEI1OyRnrZsk%2FCy2Qzn%2FoAVfI&X-Amz-Signature=8804ca6dfe2cadcb73247825def61f748e8782820c2a7dcb612facdaa1828326&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =182x92")

Find your user and add Payroll.

\*\*You need to have Assign Roles already added to be able to assign Payroll to users.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/7a70b873-daef-4e33-9c87-d5d8fb440174/372f29d5-615a-4544-b2eb-9211fabf0f15/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL37AW7BSIS%2F20260411%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260411T152151Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHoaCXVzLWVhc3QtMiJIMEYCIQCwVgVTDvCgnR1TUftaIDlcBj6XTLy%2FJENzucApt2qbEwIhAMIcoiDEiYOp%2BNynOe9ALHtIR8yLnZ%2F0YoVfbjB%2F7bLWKt0FCEQQAhoMMzA4MTI1OTc1Mjg3IgzTq%2BPygkqW3kM4wy8qugW%2BQiW3NLLrLiaQNOuR9Bb4IcuQWYDVR70i5iHbfGrlL8xwSrCTsVYq9muEyfIVrYdHLxyb%2B3EX4aYTqp3XHUjDSo1BxkFkSK4LuK5ZITxETxCDYOT9yJ%2FfMHrWlx0k4%2BMgFf0hYj4aReyLA7aFGLgek5LO1UA%2BPDrVLGYQN93D%2BiIRqCZz49ZJQgD38Q7EheDiPI%2BlrNnkijV%2BwRNPvBzRZ4%2FlsKYXyU8OS3xm3loNzibYk00CQVrUeqTNNE3N%2BPuImYBq9IBBgufXA5nvx1quzxNAYdq%2FwEaUrL8e8B5JJvGaGQlDixoPRN6IDIeFW1N4o%2F9E03qQsc2Ziz%2FvyOfg5FuxDFZvQ1rkEV%2Bi94XA10t6IkCkB6tvFU6HvUSjSM78Cqs2qwa38ENBwniCMGZNbrrNJUmwTXd615wDNmuOgP3sRI0X0kI9zk62pP9nMUJwJ4f5lP6RQlrjnCqaTsu3%2B0imbf77M9m2Td25KrpNMQ6yX4OfYlJLTpmymgRHSexzmcW5BqE8dxe8jQpzqiyJkfGtjosLtrcTuj8cKBGJGkzUhr91PWMKvG8qKFlML1Q%2FeBJw6DbQ%2FF6F9oljhpFz9udq1EbArIRUgeFqg%2Bb1ltilkYf6gjYXtGDI1wYFpur%2FnGdnyJSCj9%2BDpwKyH0VvAod1BDoRpC6ig%2BI6%2F5HN8DymKW6AF3cE%2FF85XEo1FhFzRqCiopxkNTpeV5uWPtM23BVv2NdUwfg5%2FP7sMv%2F3Eja%2FeJvTxaWPv3pBCh8UFOJBCnrkbn%2BQ9%2FPFZBTPnO%2BeCerxztkDf2AYI8TsTe6WUmz0iXvsSn79djey1IQCnveSfTmyvsRxZ9QXtJoaa0LxCWEbnwWkT%2F8CQqAdGgVsTOWDJhMJOmqZy17afLz1F4NaqOpQeeCeTYAF0wwdubb5eHIzxkgulEzjWTDSxejOBjqPAaD%2FDb76x2JMr9bWjhIguhULJNoKVIBXIM%2F0Zd%2Bxm1NuQ02CK%2B%2BS0zQoF6Rvb9Wcywus8lKSxpCeuaDZ37vl3o408tNSFPga6RQ3s9aAOXgg0LSXJYmptUBGpvRMQ7QxbyOL6a4N0lU06Faq%2Bp3SV7SwNBvZlr2AyH0EPUSAEI1OyRnrZsk%2FCy2Qzn%2FoAVfI&X-Amz-Signature=6f7b39546a07da5ff289dd9dc705e580f56ec0a9f38df78fe4fc4f952cf47354&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1017x63")

## 

# **Optimising a Support**

You now have the ability to find an Optimised Worker for individual supports.


Open / Edit any existing or new support.

Add in all the normal booking data. You can a worker in and then see the comparison workers.

\*Remember the Optimiser works on all the input data, so make sure these are up to date.

When ready, press Save and Optimise

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/7a70b873-daef-4e33-9c87-d5d8fb440174/3c0da40d-1a9c-47e2-b3bd-0778ab1a61be/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL37AW7BSIS%2F20260411%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260411T152151Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHoaCXVzLWVhc3QtMiJIMEYCIQCwVgVTDvCgnR1TUftaIDlcBj6XTLy%2FJENzucApt2qbEwIhAMIcoiDEiYOp%2BNynOe9ALHtIR8yLnZ%2F0YoVfbjB%2F7bLWKt0FCEQQAhoMMzA4MTI1OTc1Mjg3IgzTq%2BPygkqW3kM4wy8qugW%2BQiW3NLLrLiaQNOuR9Bb4IcuQWYDVR70i5iHbfGrlL8xwSrCTsVYq9muEyfIVrYdHLxyb%2B3EX4aYTqp3XHUjDSo1BxkFkSK4LuK5ZITxETxCDYOT9yJ%2FfMHrWlx0k4%2BMgFf0hYj4aReyLA7aFGLgek5LO1UA%2BPDrVLGYQN93D%2BiIRqCZz49ZJQgD38Q7EheDiPI%2BlrNnkijV%2BwRNPvBzRZ4%2FlsKYXyU8OS3xm3loNzibYk00CQVrUeqTNNE3N%2BPuImYBq9IBBgufXA5nvx1quzxNAYdq%2FwEaUrL8e8B5JJvGaGQlDixoPRN6IDIeFW1N4o%2F9E03qQsc2Ziz%2FvyOfg5FuxDFZvQ1rkEV%2Bi94XA10t6IkCkB6tvFU6HvUSjSM78Cqs2qwa38ENBwniCMGZNbrrNJUmwTXd615wDNmuOgP3sRI0X0kI9zk62pP9nMUJwJ4f5lP6RQlrjnCqaTsu3%2B0imbf77M9m2Td25KrpNMQ6yX4OfYlJLTpmymgRHSexzmcW5BqE8dxe8jQpzqiyJkfGtjosLtrcTuj8cKBGJGkzUhr91PWMKvG8qKFlML1Q%2FeBJw6DbQ%2FF6F9oljhpFz9udq1EbArIRUgeFqg%2Bb1ltilkYf6gjYXtGDI1wYFpur%2FnGdnyJSCj9%2BDpwKyH0VvAod1BDoRpC6ig%2BI6%2F5HN8DymKW6AF3cE%2FF85XEo1FhFzRqCiopxkNTpeV5uWPtM23BVv2NdUwfg5%2FP7sMv%2F3Eja%2FeJvTxaWPv3pBCh8UFOJBCnrkbn%2BQ9%2FPFZBTPnO%2BeCerxztkDf2AYI8TsTe6WUmz0iXvsSn79djey1IQCnveSfTmyvsRxZ9QXtJoaa0LxCWEbnwWkT%2F8CQqAdGgVsTOWDJhMJOmqZy17afLz1F4NaqOpQeeCeTYAF0wwdubb5eHIzxkgulEzjWTDSxejOBjqPAaD%2FDb76x2JMr9bWjhIguhULJNoKVIBXIM%2F0Zd%2Bxm1NuQ02CK%2B%2BS0zQoF6Rvb9Wcywus8lKSxpCeuaDZ37vl3o408tNSFPga6RQ3s9aAOXgg0LSXJYmptUBGpvRMQ7QxbyOL6a4N0lU06Faq%2Bp3SV7SwNBvZlr2AyH0EPUSAEI1OyRnrZsk%2FCy2Qzn%2FoAVfI&X-Amz-Signature=17cef29bcef3d83d8b32a27f4f076b3e1e555840bf491a1641c0614d2e8742ed&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =241x50")

This will now review all the Participant data and requirements and offer the best available worker.

You can see an Overall Match Score to assist in showing the most optimal Worker.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/7a70b873-daef-4e33-9c87-d5d8fb440174/44c57534-9b49-4225-9716-bff19cf6ef5a/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL37AW7BSIS%2F20260411%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260411T152151Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHoaCXVzLWVhc3QtMiJIMEYCIQCwVgVTDvCgnR1TUftaIDlcBj6XTLy%2FJENzucApt2qbEwIhAMIcoiDEiYOp%2BNynOe9ALHtIR8yLnZ%2F0YoVfbjB%2F7bLWKt0FCEQQAhoMMzA4MTI1OTc1Mjg3IgzTq%2BPygkqW3kM4wy8qugW%2BQiW3NLLrLiaQNOuR9Bb4IcuQWYDVR70i5iHbfGrlL8xwSrCTsVYq9muEyfIVrYdHLxyb%2B3EX4aYTqp3XHUjDSo1BxkFkSK4LuK5ZITxETxCDYOT9yJ%2FfMHrWlx0k4%2BMgFf0hYj4aReyLA7aFGLgek5LO1UA%2BPDrVLGYQN93D%2BiIRqCZz49ZJQgD38Q7EheDiPI%2BlrNnkijV%2BwRNPvBzRZ4%2FlsKYXyU8OS3xm3loNzibYk00CQVrUeqTNNE3N%2BPuImYBq9IBBgufXA5nvx1quzxNAYdq%2FwEaUrL8e8B5JJvGaGQlDixoPRN6IDIeFW1N4o%2F9E03qQsc2Ziz%2FvyOfg5FuxDFZvQ1rkEV%2Bi94XA10t6IkCkB6tvFU6HvUSjSM78Cqs2qwa38ENBwniCMGZNbrrNJUmwTXd615wDNmuOgP3sRI0X0kI9zk62pP9nMUJwJ4f5lP6RQlrjnCqaTsu3%2B0imbf77M9m2Td25KrpNMQ6yX4OfYlJLTpmymgRHSexzmcW5BqE8dxe8jQpzqiyJkfGtjosLtrcTuj8cKBGJGkzUhr91PWMKvG8qKFlML1Q%2FeBJw6DbQ%2FF6F9oljhpFz9udq1EbArIRUgeFqg%2Bb1ltilkYf6gjYXtGDI1wYFpur%2FnGdnyJSCj9%2BDpwKyH0VvAod1BDoRpC6ig%2BI6%2F5HN8DymKW6AF3cE%2FF85XEo1FhFzRqCiopxkNTpeV5uWPtM23BVv2NdUwfg5%2FP7sMv%2F3Eja%2FeJvTxaWPv3pBCh8UFOJBCnrkbn%2BQ9%2FPFZBTPnO%2BeCerxztkDf2AYI8TsTe6WUmz0iXvsSn79djey1IQCnveSfTmyvsRxZ9QXtJoaa0LxCWEbnwWkT%2F8CQqAdGgVsTOWDJhMJOmqZy17afLz1F4NaqOpQeeCeTYAF0wwdubb5eHIzxkgulEzjWTDSxejOBjqPAaD%2FDb76x2JMr9bWjhIguhULJNoKVIBXIM%2F0Zd%2Bxm1NuQ02CK%2B%2BS0zQoF6Rvb9Wcywus8lKSxpCeuaDZ37vl3o408tNSFPga6RQ3s9aAOXgg0LSXJYmptUBGpvRMQ7QxbyOL6a4N0lU06Faq%2Bp3SV7SwNBvZlr2AyH0EPUSAEI1OyRnrZsk%2FCy2Qzn%2FoAVfI&X-Amz-Signature=e0554d7790a1377b6f08011b24c94cd6c16a1c90f77ada74292b7dddaedf3695&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1153x916")

Press Assign Worker and your optimising activity is complete.


### **Grouped Supports**

Grouped supports in CareMaster refer to a collection of supports created for participants, where each support remains independent but can be grouped for ease of management.

You can choose how the Roster Optimiser handles grouped supports:

* **Default** – Treats each support independently, meaning different workers may be assigned within the group.
* **Assign the Same Worker** – Attempts to keep the same worker on all supports within the group.

📌 **Important note on travel time:** If you’re blocking out time for worker travel, use grouped supports and use the “assign the same worker” setting to ensure the same worker is kept on both the travel and main support.

### **Recurring Supports**

Currently, the Optimiser will keep the same worker assigned to a recurring support **within the pay period**. When optimising the next pay period, it may recommend a different worker.

➡️ **Coming soon:** You will be able to lock a worker to a recurring support for its entire duration.

### **Number of Required Workers**

If a support requires multiple workers, the Roster Optimiser will try to maintain the same number of assigned workers when optimising. If it cannot find suitable workers, it may leave slots unassigned.

🛠 **You can adjust the number of required workers:**

* Through the **Roster Optimiser** OR
* On the **Supports Details** page via the **Advertise/Broadcast** button.

## **Final Thoughts**

Capturing accurate data is key to getting the most out of CareMaster’s Roster Optimiser. By ensuring worker details, locations, and support structures are well-documented, you can improve efficiency, reduce scheduling conflicts, and enhance compliance.

If you have any questions or need assistance, feel free to reach out to our Customer Care Team! 🚀

Using The Roster Optimiser - Single Support

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Using The Roster Optimiser - Single Support

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