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Copying Rotas

How to copy rota sessions from week-to-week

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Written by Sam Wiles
Updated over 3 years ago

Polaris offers the ability to copy rota sessions over from one week to the next, which saves a great deal of time!

This function can be achieved using both the Daily View rota screen and the Standard View rota screen and the process is exactly the same.

Firstly, you will need to view the week you want to be copied into - i.e. if you want to copy week 18 into week 20, you will need to view the rota screen for week 20.

You will then need to locate the rota action drop down box in the top-right corner of the screen - then, click the drop down and select copy week.

Once clicked, choose the week you would like to copy in the drop down box in the top-left of the pop up screen.

After the week you would like copying has been selected, make sure that you tick the boxes of each employee that needs copying over in each day of the week - otherwise the function won't work.

Now that you have selected each of the employees that need copying over from each day, click copy rota and there you have it - a rota produced in half the time!

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