There are three ways to enter employee rotas onto Polaris Data;
ROTA PLANNER - Drag & Drop rota sessions onto a daily rota - BEST FOR VISUAL PLANNING
ROTA PLANNER BY EMPLOYEE - View each employee's 7 days in the selected week - BEST FOR INPUT PER EMPLOYEE
ROTA STANDARD VIEW - Type in the START and END times of each session for every employee. Shows you the whole week as an overview - BEST FOR VIEWING THE WHOLE WEEK AT THE SAME TIME FOR ALL TEAM MEMBERS
There is no right or wrong way to enter a rota into Polaris Data, these options are provided to give flexibility and ease of use for each user, as what's easy for one user may not be the preferred method for another.
ROTA PLANNER/ROTA PLANNER BY EMPLOYEE:
To add a rota session, simply hover your mouse over the desired start time, click and hold your left mouse button, drag and drop the session for the length of time required.
To delete a rota session, right click on the session you wish to delete and select DELETE.
To move a session to another employee, find the session you wish to move, click and hold with your left mouse button, drag and drop it on the new time for the new employee.
ROTA PLANNER STANDARD VIEW:
To add a rota session, click the grid for the employee and day you wish to add, START and END time fields will appear. Simply enter the desired start and end time and click the green confirm button to save the changes.
Click the blue plus button to add a second ("split") shift for the same employee on the same day and repeat the above.
To delete a rota session, click the rota session you wish to delete, and when the edit functions appear, click the red delete button and confirm the deletion.
