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Edit or delete roster units

Learn how to edit or delete a roster unit in CareBlox, and what to consider before making changes.

Written by Katie Airey

You can edit or delete roster units in CareBlox to keep your roster structure up to date. These changes require access to the Admin menu and may affect existing shifts. This article explains how to update or remove a roster unit safely.


Before you start

⚠️Important:

  • You must have access to the Admin menu in the Payroll module

  • Deleting a roster unit will remove all shifts assigned to that unit

  • If you do not have Admin access, contact your Head Office


Edit a roster unit

  1. Log in to CareBlox and open the Payroll module.

  2. Select the Home the roster unit belongs to.

  3. Click Admin.

  4. Select Roster Unit Setup.

  5. Choose the roster unit you want to edit.

  6. Click the notepad icon next to the roster unit dropdown.

  7. Enter the new roster unit name.

  8. Click Save.

The roster unit name is now updated.


Delete a roster unit

  1. Log in to CareBlox and open the Payroll module.

  2. Select the Home the roster unit belongs to.

  3. Click Admin.

  4. Select Roster Unit Setup.

  5. Choose the roster unit you want to delete.

  6. Click the – (minus) icon next to the roster unit dropdown.

The roster unit will be removed and will no longer appear in the roster screen.

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