1. Click the Rota menu.
2. Click on the shift panel that represents the day that needs a shift created.
   
3. In the Create Shift panel, complete the following fields:
   • From time
   • To time

   Helpful Hint

   Click the Add Break button to add a break-in.

   • Break start
   • Break end

   Helpful Hint

   Click the Minus button to delete an added break.

   • Location
   • Qualifications

   Helpful Hint

   The Qualifications field will only appear if an admin has enabled qualifications.

   • Employee
   • Work type

   Helpful Hint

   The Work Type field will only appear if an admin has enabled work types.

   • Role

   Helpful Hint

   The Role field will only appear if an admin has enabled shift roles.

   • Note
4. Click the Save button.
   
   

   Helpful Hint

   When you add multiple users in the employee’s field, this will automatically create the same shift for the selected employees.

   

• An email is sent to the employee letting them know that they have been assigned a new shift.
• The shift becomes visible in the employee rota.
• The shift is made read-only in the shift dialogue.

1. Click the Rota menu.
2. Click on the employee shift that needs to be approved.
   
3. Click the Publish checkbox.
4. Click the Save button.
   
   

   Helpful Hint

   A published shift will change from an orange circle to a blue circle on your displayed rota.

   

1. Click the Rota menu.
2. Click the Rota Actions button.
3. Click the Print button.
   
4. Complete the following fields:
   
   • Date range
   • Report format:
     • Day
     • Week
   • Group by:
     • Business
     • Location
   • Then:
     • Sort by employee
     • Sort by role
     • Sort by start time
   • Set the Hide Employee with No Shifts toggle switch to On or Off.
   • Locations:
     • Set the Include Sub-locations toggle switch to On or Off.
   • Shift status:
     • All
     • Accepted
     • Published
     • Unpublished
   • Employees:
     
     • Set the All Roles switch to On or Off.
     • Set the Show Leave switch to On or Off.
     • Set the Show Unavailabilities toggle switch to On or Off.
     • Set the Show Breaks toggle switch to On or Off.
     • Set the Show Durations toggle switch to On or Off.
     • Set the Show Higher Clarifications toggle switch to On or Off.
     • Set the Show Notes toggle switch to On or Off.
     • Set the Show Qualifications toggle switch to On or Off.
     • Set the Show Roles toggle switch to On or Off.
     • Set the Show Work Types toggle switch to On or Off.
     • Set the Locations on Shifts toggle switch to On or Off.
5. Click the Print Rota button.
   

When you publish a shift the following things happen:

• An email is sent to the employee letting them know that they have been assigned a new shift.
• The shift becomes visible in the employee rota.
• The shift is made read-only in the shift dialogue.

1. Click the Rota menu.
2. Click the Publish Shifts button.
   
3. Click the Publish button.
   
   

   Helpful Hint

   A published shift will change from an orange circle to a blue circle on your displayed rota.

   

1. Click the Rota menu.
2. Click on the employee shift that needs to be unpublished.
   
3. Untick the Publish checkbox.
4. Click the Save button.
   
   

   Helpful Hint

   A removed shift will change from a blue circle to an orange circle on the employee rota.

   

1. Click the Rota menu.
2. Click the Unpublish Shifts button on the top left of the screen.
   
3. Click the Unpublish button.
   
   

   Helpful Hint

   An unpublished shift will change from a blue circle to an orange circle on the employee rota.

   

1. Click the Rota menu.
2. Click the Rota Actions button.
3. Click the Employees button.
   
4. Enter the name of the employee into the Search field.
5. Click on the name of the employee whose rota details need to be viewed.
   
   
   

   Helpful Hint

   You can now use the following tabs to see the employees' rota details:

   • Work summary
   • Availability
   • Details
   

1. Click the Rota menu button.
2. Click the Rota Actions button.
3. Click the Copy Shifts button.
   
4. Complete the following fields:
   • Who
   • Select the period:
     • This week
     • This fortnight
     • Specific date period
   • Copy to:
     • Next week
     • Specific date
   • For ‌shifts that cannot be assigned to employees:
     • Copy as unassigned shifts
     • Do not copy
5. Click the Copy Shifts button.
   
   
   

   Helpful Hint

   You will now see a status screen that shows which shifts were and were not successfully copied.

6. Click the Close button.
   

1. Click the Rota menu.
2. Click on the employee shift that needs to be edited.
   
3. Make the required changes and click the Save button.
   
   You can make the following changes:
   

   Move shifts

   You can quickly move shifts by clicking and dragging them to another shift tile. If you move the shift to another day, the date of the shift will be automatically updated. If you move the shift to another employee, the employee assigned to that shift will be updated automatically.

   Adjust start and end times in day view

   You can quickly adjust the start or end of a shift in day view by clicking and dragging the start or end of a shift. As soon as you drag the shift to it is new start or end time, the new start or end time for that shift will be automatically updated.

   Helpful Hint

   You can change a shift time or date by dragging the created shift to a new position on the rota overview screen. The ability to allocate shifts by clicking and dragging is only available for shifts in drafting stage.

   

1. Click the Rota menu.
2. Click the Rota Actions button.
3. Click the Export button.
   
4. Select the required date range. A dialogue box will come up and you can enter the date(s) for which you wish to export from the rota. The date selection will be defaulted to the rota period that will be showing in your current rota view. However, you can change this by clicking on the date field and selecting from:

   • This Week

   • Next Week

   • This Fortnight

   • Next Fortnight

   • Today

   • Tomorrow

   • Custom Range

5. Click the Export Rota button.
   
   

   Helpful Hint

   The rota downlands as an Excel xlsx file.

   

1. Click the Rota menu.
2. Click on the employee shift that needs to be deleted.
   
3. Click the Delete this Shift button.
   
4. Click the Delete button.
   

1. Click the Rota menu.
2. Click the dropdown arrow on the Delete Shifts button.
3. Click the Delete Unassigned Shifts buttons.
   
4. Click the Delete button.
   

1. Click the Rota menu.
2. Click the Delete Shifts button.
   
3. Click the Delete button.