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Rota settings

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin    

Rota Settings allow you to configure rules, warnings, and notifications for your rota management. These settings help ensure compliance with working time regulations, streamline shift management, and automate notifications for both employees and managers.

Access rota settings

Navigate to rota settings
  1. Navigate to Time > rota Management.
  2. Click the rota Settings gear icon.
    Settings (2).jpg
  3. Select from the three available tabs:
    • rota rules & warnings settings
    • Shift Settings
    • EH Work Clock In and Out

rota rules & warnings settings

rota rules and warnings help you maintain compliance with working time regulations and certification requirements. When enabled, these rules display warnings in the rota when conditions are met.

Enable minimum same day gap warning

Enable this setting to display a warning when the gap between shifts on the same day falls below the minimum required rest period. This helps ensure employees receive adequate rest between shifts worked on the same day.

Enable minimum gap warning over different days

Enable this setting to display a warning when the gap between shifts across different days falls below the minimum required rest period. This ensures employees receive sufficient rest between shifts that span consecutive days.

Enable maximum continuous days warning

Enable this setting to display a warning when an employee is scheduled to work too many consecutive days without a break. This helps prevent employee fatigue and ensures compliance with maximum working days regulations.

Enable maximum days in a week warning

Enable this setting to display a warning when an employee is scheduled to work more than the maximum allowed days in a single week. This helps maintain work-life balance and regulatory compliance.

Enable expired certification warning

Enable this setting to display a warning when an employee is rostered for a shift but their required certification has expired. This ensures only qualified employees with valid certifications are scheduled for specific roles.

Enable missing certification warning

Enable this setting to display a warning when an employee is rostered for a shift that requires a certification they do not possess. This helps prevent scheduling employees for roles they are not qualified to perform.

Shift settings

Shift settings control how employees interact with their rostered shifts, including accepting, declining, bidding for, and swapping shifts.

Shift confirmation

Employees can decline shifts that have been assigned to them

Enable this setting to allow employees to decline rostered shifts after they have been published. When an employee declines a shift, they will be removed from the assignment and the shift will become unassigned.

Employees must accept shifts that have been assigned to them

Enable this setting to require employees to explicitly accept their rotaed shifts. This ensures employees confirm their availability and commitment to work during their assigned shifts.

Shift action cut off

When shift confirmation settings are enabled, specify the number of hours before the shift starts by which employees must take action (accept or decline). Enter the number of hours in the field provided.

The system behaviour depends on which confirmation settings are enabled:

  • If only "decline shifts" is enabled and no action is taken, the shift is considered accepted.
  • If only "accept shifts" is enabled and no action is taken, the shift becomes unassigned.
  • If both options are enabled, you can configure the default action in your settings.

Shift locking

Automatically lock shifts after a number of days

Enable this setting to automatically lock shifts after a specified number of days have passed. Enter the number of days in the field provided. This helps prevent changes to shifts that are in the past and ensures historical rota data remains accurate.

Auto-lock shifts when employee clocks in

Enable this setting to automatically lock a shift when an employee clocks in to their rostered shift. This helps preserve shift accuracy through to the timesheet level by preventing modifications once an employee has started work. This ensures the rostered shift data matches the actual time worked.

Auto-lock shifts when timesheets are approved

Enable this setting to automatically lock a shift when the associated timesheet is approved. This helps preserve shift accuracy through to the pay level by preventing changes once timesheets have been finalised. This ensures rota data remains consistent throughout the entire payroll process.

Shift bidding

Enable open shifts

Enable this setting to allow shift bidding. With shift bidding enabled, you can assign a shift to multiple employees, and the first employee to accept the shift will be assigned to it. This simplifies filling unassigned shifts.

Enable cut off for open shifts

Enable this setting to specify a cut-off time for employees to bid on open shifts. Enter the number of hours before the shift starts. After this time, employees cannot accept the shift, and it will not be visible in their portal or WorkZone.

Send reminder notification to employees

Enable this setting to send reminder notifications to employees about open shifts they can bid on. Specify the number of hours before the shift starts when the reminder should be sent. This helps ensure employees don't miss opportunities to pick up additional shifts.

Shift swapping

Employees can swap shifts that have been assigned to them

Enable this setting to allow employees to initiate shift swaps with colleagues. Employees will have access to a list of colleagues with whom they can potentially swap shifts if they are unable to work their assigned shift.

Enable shift swap cut off time

Enable this setting to specify a cut-off time for shift swaps. Enter the number of hours before the shift starts. Swaps must be completed before this timeframe, or the swap will be cancelled and the shift will revert to the original employee.

Require managers to approve all shift swaps

Enable this setting to require manager approval for all shift swaps before they are finalised in the rota. When enabled, managers must approve the swap after the receiving employee has accepted it.

EH Work Clock In and Out

Configure automated notifications to remind employees to clock in and out, and alert managers when their team members have not clocked in or out as expected.

Send employee reminder notifications

Enable this setting to automatically send reminder notifications to employees who have not clocked in or out for their rostered shift.

Configure the following:

  • Minutes after shift starts: Enter the number of minutes after the shift starts to send a reminder if the employee has not clocked in.
  • Minutes after shift ends: Enter the number of minutes after the shift ends to send a reminder if the employee has not clocked out.
Send manager alert notifications

Enable this setting to automatically send alert notifications to managers when their direct reports have not clocked in or out for their rostered shift.

Configure the following:

  • Minutes after direct report's shift starts: Enter the number of minutes after the shift starts to alert the manager if the employee has not clocked in.
  • Minutes after direct report's shift ends: Enter the number of minutes after the shift ends to alert the manager if the employee has not clocked out.

Tip: Remember to click Save after making any changes to ensure your settings are updated.

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