Enabling events
Events aren't enabled by default. To switch them on, firstly go to Configure > RTA Settings > Events
You then have the option to enable and change the settings as below:
Only show users events that they are associated to - when checked, it means that your people will only see the events they will be working.
The rest of the settings determine what will be displayed in an event in the weekly and daily views:
Show event name in rota
Show event value
Show event notes to employee
Show event start
Show event finish
Show event #
Show event address
Show event address name
Show event report to
Group events in event view by
Once you're happy with your changes, don't forget to click save.
Finally, head back to the Week view, and you'll see the Events & Forecasts section at the top of your rota.
Creating an event
Expand the Events & Forecasts tab using the downwards arrow and double-click under the day you want to add an event to:
Enter the event details and click save:
Now you can assign shifts for the event, or assign and offer shifts.
Assigning your people to Events
You can assign your people to events in their shifts when you create or edit them.
Select the event from the drop-down Events field and press save...
We're here to help
Any questions? Simply get in touch with us by using the messaging feature at the bottom right of your screen ๐ฌ