Managing Staff Rota Template Shift Requirements

Manage your staff rota template shift requirements 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 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' -> '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 'View' go to the 'Requirements' tab and then click/press 'Edit'
6. Make the required changes.
7. Click/press the 'Save & Close' button.