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Using the create button in the Rota

The Create button gives you quick access to the most common tasks in Rota & Time Clock, helping you manage your rota without leaving the planner.

You'll find the Create button at the top of the Rota page.


What can you create?

1) Create a shift

Add a new shift directly to your rota.

For more information, see our guide on creating shifts.


2) Create an open shift

Create an unassigned shift that employees can claim if they're eligible.

For more information, see our guide on creating open shifts.


3) Create time off

Add a time off booking for an employee without leaving the rota.

For more information, see our guide on booking time off.


4) Training

Schedule a training shift for an employee.

For more information, see our guide on training shifts.


5) Note

Add a note to a specific day on the rota.

You can choose whether the note is visible to:

  • Everyone

  • Managers and supervisors only


6) Create an employee

If your role has permission, you can create a new employee profile directly from the Create menu.

For more information, see our guide on creating employees.


7) Manage positions

Administrators and managers with the appropriate permissions can create and edit positions and sub-positions.

For more information, see our guide on managing positions.


8) Manage shift templates

Create, edit and use rota templates to speed up rota planning.

For more information, see our guide on creating shift templates.

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