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For managers

Create and save a rota

Build a weekly rota from a blank week, an earlier rota or a saved template.

3 min read

Build the week

  1. Step 1: Select Create rota from the dashboard or rotas area. Choose the correct location and week; weeks run Monday to Sunday.
  2. Step 2: Start blank, copy an available previous week or choose a saved template. If the week already has a rota, open that rota instead.
  3. Step 3: Add the required shifts with their start and finish times, staff groups and zones. Assign employees using the editor's staff controls or drag and drop.
  4. Step 4: Check coverage by day and by person. Resolve overlapping assignments and check split shifts, closing times and any rota notes.
  5. Step 5: Select Review & save and confirm the changes. Publish the rota separately when it is ready for employees.

Planning hours and cost

Use the editor's hours and, where your role permits, cost and budget controls to review the plan. Cost figures depend on the employee pay details configured for your workplace.

A copied rota or template is a starting point. Confirm that the people and times still suit this week; do not assume their availability has been checked automatically.

Save and publish are separate

A saved draft is for planning. Employees see the published version, so complete the publishing step when you are ready to share the rota.