For managers

Create your first rota

Build a weekly rota, add shifts and assign the right people to each working area.

5 min

Build the week

Start with the structure of the week before assigning staff.

  1. 1Open Rota and choose the location you want to plan.
  2. 2Create a new rota for the correct week.
  3. 3Add shifts for each day, using zones to show where the shift takes place.
  4. 4Drag staff from the team list into shifts when the shift pattern looks right.
  5. 5Review the week for missing cover, overlapping assignments and unusual gaps.

What to check before publishing

  • Every key zone has enough cover for busy periods.
  • No one has been assigned to clashing shifts.
  • Opening and closing shifts are covered by people with the right experience.
  • Notes are added where managers or staff need extra context.