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Managing Staff Rota Shift Targets

Learn how to manage your staff rota shift targets from within OneBoxBM.

Manage your staff rota shift targets from within staff rotas.

Key Points

When managing staff rota shift targets, the main points to be aware of are.

  • In order to view/manage the list of shifts, you must granted access to do so.
  • Any changes made to staff rota templates, will only affect staff rotas created using the template going fowards.
  • Each shift will have it's own targets independent of the overall staff rota targets.
  • Multiple shifts can be scheduled for each day allowing you split the day into as many shifts as necessary.
Step-by-step

See below for a step-by-step guide on setting rota shift targets.

Setting rota shift targets
  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. Click/press 'View' go to the 'Targets' tab and then click/press 'Edit'
  6. Make the required changes.
  7. Click/press the 'Save & Close' button.
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Rotas Overview Managing Rotas Managing Rota Targets Managing Rota Schedules Rota Schedule Builder Managing Rota Days Rota Employee View Managing Rota Employee Shifts Managing Rota Shifts Managing Rota Shift Targets Managing Rota Shift Requirements Rotas Excel Export
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