Help centre / Shifts, clocking and phones
Plan and publish the rota
Add shifts, copy a week, and publish them to staff.
A new shift stays a draft until you publish it, so you can plan the week first.
Plan the week
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Step 1: Go to Shifts, Rota, and press Add a shift.
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Step 2: Choose Who, Site, Day, Starts, Ends and the Unpaid break, in minutes.
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Step 3: To start from last week, press Copy a week: its shifts come over as drafts.
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Step 4: Set a weekly budget and press Save budget to see the cost as you plan.
Publish it
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Step 1: Check the week.
More detail
The rota warns you about anything that breaks a working-time rule.
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Step 2: Press Publish with the number of drafts, such as Publish 12 drafts.
More detail
Staff see their shifts on My shifts.
Stuck?
It won't let me add a shift
It tells you why: it clashes with another shift, falls on booked leave, breaks an under-18's limits, needs training they haven't got, or their right to work has lapsed.
It warns about the 48-hour week
A warning doesn't stop you. Check their average hours, or whether they've opted out.
No one's free for a shift
Press Make it open to offer it to anyone who could take it.
Thanks. That helps us make the guides better.