Features
Rotas and shifts
Create, edit, publish, and report on rotas.
Rotas & Shifts is the planner for weekly (or multi-day) schedules. Draft a rota, place shifts, then publish so they appear as assignments.
Create a rota
- 1Open Rotas & Shifts and create a new rota (name, date range, employees).
- 2Use Table or Timeline to place shifts with times, site, break, and rate.
- 3Mark attendance on shifts when needed (for example On time, Late, Absent, No show, Cancelled — where available). A cancelled shift records whether it was paid; a paid cancellation also records agreed payment hours (payroll) and agreed client hours (invoicing).
- 4Publish the rota so shifts sync into Assignments.
Useful tools
- Employee custom order — reorder staff rows for the planner session.
- Copy shifts between days or employees.
- Attendance report — summary export for the rota period.
- Legacy grid — older Excel/PDF-style scheduling view still available if you need it.
Tip: Rota hours are always net of the unpaid break, which is what staff are paid for. Each shift has a Job type: Hourly job pays the rate for every hour worked, Per job pays the job rate once for the shift whatever its length. Invoices are separate: “Invoice without break” (on by default) charges the client the full shift even though staff are not paid for the break.