Creating a shift and rota templates

When you open the Rota, Time & Attendance module, you'll land on the rota view. Here, you can view other options such as other locations, as well as changing the view between day and week.

You can assign shifts in a few different ways:

select the shift box for a certain person and date, and input their hours of work (Pressing enter will add the shift (this will add the role of the person as well as department. A drop-down will appear if there are multiple roles for that location).
copy & paste a shift from another employee into the required field
select & drag to copy shifts across additional days

You can also remove a shift by selecting the shift and hitting the trash can icon.

Once your week is complete, you can chose to save this a template for future weeks by pressing the three dots (...) next to the 'rota template' button. You'll be able to give your rota a name so you can use it again, saving you time each week.

Your rota can then be pasted into further weeks for up to 31 days at a time.

Once you're happy with your rota, it's time to share it with your team by clicking the 'Share rota' button in the top right corner.

This is the most important step, because if you don't share your rota, your employees won't be notified of a rota or any changes made to it.

Bulk deleting shifts

If you want to delete more than one shift at a time in Rota, Time & Attendance, you can use the bulk delete feature.

Head to the location and week you want to delete shifts from, and click the icon shown below to open bulk delete mode:

Now select the shifts you want to delete and click Delete shifts:

You will then be prompted to confirm you want to delete the shifts:

And that's it! You're done.

Creating a shift and rota templates

Bulk deleting shifts

We're here to help