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How do I add a shift?

How to add a shift to your rota

Sophie Wilson avatar
Written by Sophie Wilson
Updated over 3 months ago

A core use of RotaCloud is the ability to add shifts and build rotas. This is how to get started on your rotas adding your first shift. If you haven't yet set up Locations, you'll need to do this first and we'd also recommend creating your Roles.

Adding a shift on desktop

In RotaCloud, shifts are added on the Rotas page - navigate to this tab to see your different Locations/rotas. You'll see your staff down the left of the page and the days of the week across the top. As you hover a cell, you'll see 'Add +'.

Click the cell in line with the employee, and below the date, you'd like to add a shift for. You'll then see this pop-up box.

Add in the start and end time of the shift and an optional break, Role and shift note. You also have the option to Publish the shift if you wish - this will send a notification to the employee and allow them to see the shift when they log in. If you do not tick this, the employee will not yet be able to see the shift, it will show as greyed out, and you can publish at any time later.

When you're happy with the shift simply click 'Add' and it will appear on your rota. You can add shifts the same way on both week view and month view.

Viewing and adding a shifts on the app

To access the rota, tap the Rotas icon at the bottom of your page - this will default to show you a list view of the rota. Here, you will see all shifts for today, in order of start date. You can tap the Location name in the top left corner to change to a different Location, and can switch between days using the left and right arrows either side of the day's date.

You can add a new shift on any page of the app, to do this, tap the blue plus icon in the bottom right and select 'Add shift'.

You will then see a shift card where you can enter the employee, Role, Location, date, start and end time, and optional break and note. You can also choose to publish the shift which will send a notification to the employee and allow them to see it when they log in. When you've entered the details you need, tap 'Add shift'.

You can also view and add shifts on the grid-view. To access this, tap the grid icon in the top left of the Rotas tab.

Once you're in grid-view, you can see your shifts in a similar layout to what you see on desktop - your staff will show on the left and days across the top. Click the plus in line with the employee, and below the date, you'd like to add a shift for. You'll then see the same shift card but the employee and date will be completed for you. Enter the Role, Location, start and end time, and optional break and note. In addition, you can choose to publish the shift which will send a notification to the employee and allow them to see it when they log in. When you've entered the details you need, tap 'Add shift'.

To learn more about publishing shifts, click here.

To learn more about rota tools, click here.

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