📍 Path: Go to Cog Settings → Staff → Staff Rota
Quick Access
Go to Settings → Staff.
Click the Staff Rota tab.
Choose Location: Select the site from the top-left dropdown if you manage multiple locations.
Date Selector: Use the top-centre controls (left/right arrows or the date picker) to move through weeks.
How to Add a Single Shift
Find the row for the staff member and the specific day you want to schedule.
Click + Add inside that day’s cell.
Choose Add shift from the menu.
Fill in the details: start time, end time, breaks, and any relevant notes.
Save: The shift will appear as a coloured block displaying the total hours.
How to Add a Recurring Schedule
Click + Add on the desired staff/day cell.
Choose Add as recurring schedule.
Select the repeat days, start/end dates (or set as ongoing), and the shift times.
Save: The recurring block will populate across the relevant weeks.
How to Edit or Delete a Shift
Click the coloured shift block for the staff member.
Edit: Update times, breaks, notes, or recurrence in the editor.
Delete: Use the Delete option inside the editor and confirm to remove the shift.
Save: Always save changes to update the live rota.
How to Add a New Staff Member to the Rota
Go to the Staff List tab.
Add the staff member there with their name, email, and location.
Return to Staff Rota; the new member will now appear in the list, allowing you to add their shifts.
Managing Shifts
Weekly View: Use the calendar icon or arrow buttons to navigate to specific dates.
Adding a Shift: Click the + Add link on any blank day next to a staff member's name.
Setting Times: Enter the start and end times for the shift (e.g., 09:00–17:00). The system will automatically calculate the total hours worked (e.g., 8 hrs).
Viewing Schedules: Shifts are colour-coded by staff member for easy visual identification on the weekly grid.