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For managers and administrators

Manage locations and rota settings

Configure closing times, staff groups, zones and the preferences used by each location.

3 min read

Check the location setup

  1. Step 1: With the appropriate settings access, open Settings → Locations to manage location details and each day's closing time.
  2. Step 2: For a closing time after midnight, check the next-day setting so the shift finishes on the intended date.
  3. Step 3: Open Settings → Rota and select the location. Review its default zone, time display and input preferences, editing behaviour and publishing options.
  4. Step 4: Use Review & save to apply rota setting changes. Repeat for other locations that need different preferences.

Groups, zones and publishing preferences

  • Staff groups organise people for planning. Open Settings → Team, choose a location and assign employees to their groups. Use the Groups area and New group to create a group with a name and colour.
  • Zones describe the area where a shift is worked. Open the Zones area in rota settings to create or rename a zone for the correct location. Check both location access and group assignments if someone is missing from planning.
  • Editing behaviour includes whether published rotas can be edited and whether deleting shifts needs confirmation.
  • Publishing preferences control staff notifications and whether rota notes are shown to employees. Review these before publishing sensitive planning notes.
  • The rota settings also include templates, copying preferences and the workplace's shift swap option.

Clocking has its own settings

Location timezone, attendance rules, clocking activation and missed clock-out limits are configured under Settings → Clocking. Changing rota display preferences is not the same as changing attendance rules.