Rota for managers
Support
Planning and creating a roster
- Can I create new activity types for activity creation?
- How do I create or edit a shift template?
- How do I add, amend or remove a worker on a live roster?
- How do I create a roster?
- Creating and managing service plans
- Setting and managing minimum and ideal staffing numbers
- How do I create a roster from worker patterns?
Managing a roster
- Can I revert a published roster to draft?
- How can I see information about the rota pattern or template when managing the roster?
- Adding or amending patterns within a roster
- How do I access a day view?
- How do I view a worker's shifts?
- How do I end date a worker on roster?
- How do I view activities on the roster?
- How do I assign activity to a shift on the roster?
- Seeing worker availability on live rosters
- Can I add a worker to multiple patterns within a single roster?
- Can I view a worker's shifts from other rosters?
- Using the multi-select tool (Patchwork Rota)
- Can I 'split' a worker's schedule within a roster to allow one worker to take over another’s schedule?
- How does a worker gain access to view their roster?
- How do I amend a shift on a roster?
- How do I add a worker to a shift on the roster?
- How do I create a new shift on the activity view?
- How do I send a shift to Patchwork Bank from Patchwork Rota?
- How do I remove a worker from a shift?
- How do I set up shift swapping?
- Who receives shift swapping request emails?
- What shifts can workers request to swap?
- How do I review a swap request?
- How do I approve a swap request?
- Why can’t I approve a swap request?
- How do I navigate the single worker view?
- How do I navigate the activity view?
- How do I navigate the worker view?
Managing leave
- How do I add leave directly to a roster? (annual leave, study leave, sick leave, special leave, etc.)
- How do I use the leave calendar?
- How do I review annual leave requests?
- How do I add leave to a worker profile?
- I am not receiving leave requests
- How do I make a user a leave approver?
- How do I manage time off in lieu?