Managing Staff Rota Shifts

Manage your staff rota shifts from within staff rotas.

• In order to view/manage the list of shifts, you must granted access to do so.
• Any changes made to rota templates, will only affect rotas created using the template going fowards.
• Each shift will have it's own targets independent of the overall rota targets.
• Each shift has it's own employee role requirements, allowing you to specify how many employees are required for each job role.
• Multiple shifts can be scheduled for each day allowing you split the day into as many shifts as necessary.

Creating a new rota shift

1. Navigate to the 'Rotas' area using the system menu.
2. Use the search to find the staff 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 has loaded either:
   • Go to the relevant 'Day' -> 'Shifts' tab and click/press 'New'.
   • Go to the the 'Schedule' tab click the relevant 'Day' header in the table and click/press 'New Shift'.
5. Check the day is correct.
6. Specify the shift start/end times.
7. Enter any other details.
8. Click/press the 'Save & Close' button.

Updating an existing rota shift

1. Navigate to the 'Rotas' area using the system menu.
2. Use the search to find the staff 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 has loaded either:
   • Go to the relevant 'Day' -> 'Shifts' tab and find the record you want to update.
   • Go to the the 'Schedule' tab click the relevant 'Day' header in the table and find you record you want to update.
5. Once you've found the record you wish to update, you can either:
   • Click/press the view button and select 'Edit' from within the view.
   • Click/press the arrow next to the view button and select 'Edit Details'.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a rota shift

1. Navigate to the 'Rotas' area using the system menu.
2. Use the search to find the staff 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 has loaded either:
   • Go to the relevant 'Day' -> 'Shifts' tab and find the record you want to delete
   • Go to the the 'Schedule' tab click the relevant 'Day' header in the table and find you record you want to delete
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.