GETTING STARTED
Create your first rota
The fastest way to create your first rota is to add the minimum structure first, then schedule shifts. You do not need to configure every optional setting before you begin.
Recommended order
Start with one location if you need locations, create a team, add employees and then open the Rota page.
- Add a location
- Create a team
- Add or import employees
- Open Rota
- Click an empty employee and day cell
- Enter the shift times
- Publish when ready
Keep the first rota simple
Create only the shifts you need for the first week. Shift templates, recurring patterns, copy tools and bulk editing become more useful once you have a normal week on screen.
Before publishing
Check warnings, availability, approved leave and the people assigned to each shift. Publishing is the point at which employees can see the schedule.