Resources/Help centre/Rotas & time
ROTAS & TIME

Create and publish a rota

Plan shifts as drafts, check the week and publish when your team is ready to see it.

BEFORE YOU START

Add the employees who will work the shifts. Published shifts appear in employees’ My shifts view; unfinished rota changes remain drafts.

  1. 01

    Open Rota

    Choose the week you want to plan. Review existing shifts, leave and available cover before adding more.

  2. 02

    Add a shift

    Choose an employee, date, start time, finish time and role. Check any clash message before saving the shift.

  3. 03

    Review draft changes

    Draft shifts use the draft status and orange styling. Check the right employees, hours and dates before publishing.

  4. 04

    Publish the rota

    Use the publish action for the selected rota. Your team can then see the published shifts in their employee view.

  5. 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.