The Rota allows you to view and plan your schedule by position so you can quickly see if your shifts are filled as needed.
View by position
To filter your Rota by position, on the filter menu under 'Manage by', click 'Position'.
This lets you easily add shifts for each position as needed.
Adding a shift by position
Creating a shift by position will initially add it to the Rota as an unpublished, open shift, which then lets you confirm the employees who are available to work it.
Simply add the shift, then you can choose whether to leave it as an open shift or assign it to someone.
Here's the steps:
Click on the “+” on the relevant day to add a new shift
Enter the start and end times
Add breaks as required
Add any other extra information such as a task or a note, etc.
If you want to leave the shift to be filled, click on 'Create'
If you'd prefer to assign the shift to someone, click on 'Create and transfer'.
Once you select the transfer option, a list of employees will appear for you to assign the shift to.
Choose the relevant employee and click 'Transfer'.
💡 To simplify the Rota view, administrators can activate a setting to 'Hide empty positions'. This hides any positions not assigned to employees.
