Building the rota (for managers)
Create and publish shifts, open and 2:1 shifts, copy weeks, templates and skill matching.
The rota builder
Build each person's rota on the grid — switch between Week and Month views, read the legend and move between weeks.
Publishing the rota
Drafts are manager-only; publish a week to share it and notify staff. Set a shift back to draft to unpublish it.
Creating a shift
Add a shift on the grid — set the times, role, break and note, assign a carer, and heed any conflict warnings.
Open (unfilled) shifts
Create a shift with no carer so eligible staff can claim it, and assign an open shift to someone when you're ready.
Double-up (2:1) shifts
Schedule shifts that need two or more carers — how the linked slots work and how hours and cost count per carer.
Copying weeks and using templates
Roll a stable rota forward fast with Copy last week, or save a week as a reusable template — copies come in as drafts and clashes are skipped.
Skill and certificate matching
Required skills and certificates restrict who can be scheduled for a person, plus preferred and excluded carers.
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