Managing Staff Rotas

Manage your employee rotas from within the rota management area.

• In order to manage staff rotas, you must granted access to do so.
• You can have a single rota for all staff, alternatively you can split your rotas by department or departments.
• Unpublished rotas are only accessible to users who have management permissions.
• You have multiple draft rotas for the same week if needed.
• In addition to being able to create a blank rota, you can also create rotas using a template or by copying an existing rota.
• Changes made to rota templates will not affect any existing rotas.

Creating a new staff rota

1. Navigate to the 'Rotas' area using the system menu.
2. Click/press the 'New' button in the top left.
3. Set the from/to date.
4. Once the dates have been set you can do one of the following:
   • Select a staff rota template from the list and override any details as necessary.
   • Fill in the remaining details.
5. Click/press 'Save & Close'.

Updating an existing staff rota

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 is loaded go to the 'Details' tab and click/press 'Edit'.
5. Make the required changes.
6. Click/press the 'Save & Close' button.

Deleting a staff rota

1. Navigate to the 'Rotas' area using the system menu.
2. Use the search to find the staff rota that you wish to delete.
3. Click/press the down arrow next to the 'Manage' button.
   • You can use the on in right hand panel or the one in the list.
4. When prompted, click/press the 'Delete' button on the confirmation dialog.