Managing Rotas

Manage your employee rotas from within the rota management area.

• In order to manage rotas, you must granted access to do so.
• You can have a single rota for all staff, alternatively you can split your rotas by department or departments.
• Unpublished rotas are only accessible to users who have management permissions.
• You have multiple draft rotas for the same week if needed.
• In addition to being able to create a blank rota, you can also create rotas using a template or by copying an existing rota.
• Changes made to rota templates will not affect any existing rotas.

Creating a new rota

1. Navigate to the 'Rotas' area using the system menu.
2. Click/press the 'New' button in the top left.
3. Set the from/to date.
4. Once the dates have been set you can do one of the following:
   • Select a rota template from the list and override any details as necessary.
   • Fill in the remaining details.
5. Click/press 'Save & Close'.

Updating an existing rota

1. Navigate to the 'Rotas' area using the system menu.
2. Use the search to find the rota that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the record is loaded go to the 'Details' tab and click/press 'Edit'.
5. Make the required changes.
6. Click/press the 'Save & Close' button.

Deleting a rota

1. Navigate to the 'Rotas' area using the system menu.
2. Use the search to find the rota that you wish to delete.
3. Click/press the down arrow next to the 'Manage' button.
   • You can use the on in right hand panel or the one in the list.
4. When prompted, click/press the 'Delete' button on the confirmation dialog.