Add the employees who will work the shifts. Published shifts appear in employees’ My shifts view; unfinished rota changes remain drafts.
- 01
Open Rota
Choose the week you want to plan. Review existing shifts, leave and available cover before adding more.
- 02
Add a shift
Choose an employee, date, start time, finish time and role. Check any clash message before saving the shift.
- 03
Review draft changes
Draft shifts use the draft status and orange styling. Check the right employees, hours and dates before publishing.
- 04
Publish the rota
Use the publish action for the selected rota. Your team can then see the published shifts in their employee view.
- 05
Handle available cover
Use Open shifts when a shift needs someone to cover it. Review requests before assigning cover; an employee offering hours does not publish their own shift.