Before scheduling shifts for your teams at a specific site, you must first create the rotas.
Go to Rota Management in the configure portal.
Click on Create Rota button to add a rota.
Name the rota and enter the external reference. External reference is a must if you are going to set your financials at the rota level.
Select the location where the rota will be applied to.
Select the appropriate rota type.
Choose a department if needed.
Enter a number in the position, based on how you want the rota to appear on the scheduling page.
Click Create, then you will see the new rota in the list.
Once created, the Scheduling section will appear in the rota, where you can configure your scheduling settings. And you can attach relevant revenue streams to the rota as required.
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