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For managers

Reuse templates and copy rotas

Save time on repeat weeks while checking the details that change.

2 min read

Start from an existing pattern

  1. Step 1: Create a rota for the intended location and week.
  2. Step 2: Choose an available previous rota or a saved template as the starting source.
  3. Step 3: Review copied shifts, people, zones, dates and notes. Adjust the pattern for this week's staffing and expected workload.
  4. Step 4: Review and save the draft, then publish when the week is ready.

Maintain useful templates

Use the rota's template controls to keep a reusable planning pattern. Saved templates and copying preferences can be managed in Settings → Rota for the location.

Give templates names that explain when to use them. Rename or remove outdated templates so the team does not start from an obsolete pattern.

Review every copied week

Copying does not confirm that an employee can work the new dates. Check availability with your team, overlapping shifts, opening and closing cover, and any notes carried forward.