Managing Staff Rota Shift Requirements

Manage your rota shift requirements from within staff rotas.

• 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 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.

Setting rota template shift requirements

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 'Requirements' tab and then click/press 'Edit'
6. Make the required changes.
7. Click/press the 'Save & Close' button.