RotaCloud

Sophie Wilson

Managing your Rotas: RotaCloud for Admins and Managers

How do I add a shift?

How to make shifts visible or remove them from an employee's view

How do I publish or unpublish shifts?

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

How do I move or copy a shift?

Making changes to a shift after it's been created and notifying staff

How do I edit a shift?

Removing a shift from RotaCloud and how this impacts your employees

How do I delete a shift?

Adding shifts that are open for staff members to claim

How do I use open shifts?

Adding multiple shifts for one user on the same day

How do I add multiple shifts for an employee on the same day?

How to see which staff members have viewed their assigned shifts

How do I use shift acknowledgement?

What you can see and do on your calendar on desktop

What is the calendar (formerly dashboard)?

How to quickly copy a whole week of shifts

How do I copy a week?

What to do when staff request shift swaps and shift drops

How do I respond to shift swap and shift drop requests?

Viewing estimated costs for salaried staff on the Rotas and Reports pages

How do I see cost estimates for salaried staff?

What information you can see on your dashboard

What is the dashboard?

Scheduling shifts

Copying a pattern of repeating shifts for up to a year

How do I use the copy custom range tool?

Changing or copy shifts using the bulk actions tool

How do I change shifts in bulk?

Adding more existing employees onto your current Location

How do I add more employees to an existing rota?

Changing the order your staff appear in on the Rotas page

How do I reorder employees on the rota?

An overview of what each of the tools on the Rotas page does

What do the rota tools do?

Where to view details of shifts that have been deleted and restore them

How do I see deleted shifts?

The different ways you can see what actions have been performed on shifts

How do I track changes to the rota?

How do I use day notes?

Creating and pasting templates on the Rotas page

How do I use rota templates?

Using keyboard shortcuts when building rotas

What keyboard shortcuts can I use?

Stopping totals for hours and costs showing on your Rotas page

How do I hide hours and costs on my rota?

How do I see leave costs on the rota?

Showing and hiding weather icons on your Rotas page

How do I enable weather forecasts on my rota?

Creating an open shift that requires approval and approving an open shift

How do I use open shift approval?

How to use the tools menu on the Rotas page

Rota tools

How to switch between your rotas/Locations. to view and edit shifts elsewhere

How do I view a different Location?

How to move a shift from one rota to another

How do I move shifts across Locations?

Seeing what shifts staff have on other rotas (locations)

How do I see shifts from other locations on the rota?

How to use the Temporary Cover feature to borrow employees from different Locations to cover shifts

How do I use Temporary Cover?

How to navigate your locations on the Rotas page

Locations (Rotas page)

How to feed shifts and leave from RotaCloud to your personal calendar

How do I set up a calendar feed for shifts or leave?

How to feed shifts and leave from RotaCloud to your Apple calendar

How do I sync RotaCloud with Apple Calendar?

How to feed shifts and leave from RotaCloud to your Google calendar

How do I sync RotaCloud with Google Calendar?

How to print the rota and choose what's included in the print

How do I print the rota?

How to feed shifts and leave from RotaCloud to your Outlook calendar

How do I sync RotaCloud with my Outlook calendar?

Using share links to allow someone outside of your company to see a your rota

How do I share the rota with someone who doesn’t have a RotaCloud account?

Sharing externally

Where to view your totals for the day and the week on the Rotas page

How do I view daily and weekly hours and costs on the rota?

Setting up and viewing labour forecasting

How do I use the labour forecasting tool?

Setting hour and cost limits for the rota to help stick to budgets

How do I set budget caps for the rota?

Downloading and importing your labour forecasting and budget caps data

How do I import my labour forecasting and budgets data?

Adding historical data into your account and generating/applying your AI forecast

How do I use AI Automatic Demand Forecasting? BETA

How to use budgets, forecasting and view costs

Budgeting and forecasting

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