Scheduling Overview

Use the Rota app to build, copy, and tidy schedules. Auto-populate from working patterns, copy clean weeks forward, manage multiple locations in one view, and edit shifts inline before publishing.

Core flows

• Auto-populate: Fill one or more weeks from working patterns, then tidy.
  Auto-Populating Shifts
• Build & copy: Create rotas, copy good weeks, add one-offs, and publish/share.
  Rota & Shift Management
• Edit shifts: Drag, edit, copy, or delete shifts; clear conflicts; republish.
  Managing Shifts
• Multi-location: Filter to My Locations, group By Location, and balance coverage across sites.
  Multi-Location Rotas

What to check before scheduling

• Working patterns are set for the staff you’re scheduling.
• Locations/rooms are assigned correctly.
• You’re on the right week range and filters (location, role/room/employee) in the grid.

Quick tips

• Auto-populate first, then copy/trim; avoid building weeks from scratch.
• Group by role/room to check coverage; group by employee to reassign quickly.
• Only copy “good” weeks so you don’t replicate mistakes.
• Publish and share after major edits so everyone sees the latest rota.