Managing Staff Rota Template Shifts

Manage your staff rota template shifts from within the staff rota template record.

• 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.
• The shift list is intended as a default, you can modify the list anytime once a rota has been created.
• 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 supplier rota template shift

1. Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
2. Use the search to find the staff rota template 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 template record has loaded, go to the relevant 'Day' tab and click/press 'New'.
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 template shift

1. Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
2. Use the search to find the staff rota template 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 template record has loaded, go to the relevant 'Day' tab and find the shift you wish to update.
5. Click/press the down arrow next to the 'View' button and select 'Edit Details'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a rota template shift

1. Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
2. Use the search to find the staff rota template 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 template record has loaded, go to the relevant 'Day' tab and find the shift you wish 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.