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Managing Staff Rota Targets

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

Manage your staff rota targets from within staff rotas.

Key Points

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

  • In order to view/manage targets, you must granted access to do so.
  • Any changes made to staff rota templates, will only affect rotas created using the template going fowards.
  • Each shift can also have it's own targets, with a running total presented alongside the rota targets in the rota view.
Step-by-step

See below for a step-by-step guide on updating the targets stored against each staff rota.

Updating the targets on 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 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 'Targets' tab and click/press 'Edit'.
  5. Make the required changes.
  6. Click/press the 'Save & Close' button.
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