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Events in Rota, Time & Attendance
Events in Rota, Time & Attendance

How to enable events in Rota, Time & Attendance & what the settings mean

Russell avatar
Written by Russell
Updated over a month ago

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...

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