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How do I move or copy a shift? (Rotas beta)

How to move shifts to different days, different employees, or duplicate them

Sophie Wilson avatar
Written by Sophie Wilson
Updated over a week ago

Shifts can quickly and easily be moved across different days, moved to different users, or copied to quickly build your rotas. The system will also indicate which. employees can work each Role and will stop clashes.

Moving a shift on desktop

Shifts can be moved on the Rotas tab. Simply click and hold on a shift you'd like to move and drag and drop it where you like. Other rows will then fade to grey with a stop icon if the employee cannot work that role - drop the shift in a blank cell and it will be change to that day or employee.

If the shift clashes with an existing one for that user, you will see a red error message informing you of this and the shift will return to its original place.

Alternatively, you can move a shift by clicking on it and editing - click on the shift to open up the shift box. You can then change the employee, Location, or date to move the shift (in addition to the Role, times etc.).

Copying a shift on desktop

Shifts can be copied on the Rotas tab. To do this, hold down the shift key on your keyboard and click and drag the shift you'd like to copy. You should then see the shift duplicate and you can drop it where you like. Again, rows where the shift can't be dropped will fade to grey with a stop icon.

Moving or copying a shifts in bulk

RotaCloud Pro offers a Bulk Actions tool which allows you to filter down your shifts, find what you need, and make changes to them all at once. This can be used to move or copy hundreds of shifts at the same time (along with other changes you might need to make such as changing Roles, shift times etc.).

If you have Pro, you can find this on the Rotas tab on desktop by going to Tools > Bulk Actions.

If you want learn more about how to use the Bulk Actions tool, including moving and copying shifts, click here.

Moving a shift on the app

Shifts can be moved in the app on the Rotas tab. Simply view your shifts either in the list view or the grid view and tap on the shift you wish to move. Tap 'Edit' and you'll be taken to the shift card. Here, you can change the employee, date or Location (along with the Role, shift times, break etc.).

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