Introduction

Building Rotas

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Creating a Template

Using Open Shifts, alongside the Copy Custom Range tool, you can build a repeating template for your rota.

This will allow you to establish your requirements, then simply drag and drop shifts to allocate them to staff on a week-by-week basis.

  1. Build your pattern into Open Shifts. If your pattern repeats each week, build the first week. If it repeats every 3 weeks, build the first 3 weeks.
  2. Use Copy Custom Range to copy the pattern into future weeks
  3. When it comes to planning your rota each week, simply drag shifts from Open Shifts onto the Employee you'd like to allocate to work that shift. Alternatively, publish the Open Shifts and allow your staff to claim the shifts they'd like to work.


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