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Creating your Rotas: RotaCloud for Admins & Managers

Creating your Rotas: RotaCloud for Admins & Managers

Everything you need to know about creating Rotas in RotaCloud

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22 articles in this collection
Written by James Denham and Joel Beverley
Getting Started

Building your first rota

Adding/editing shifts, creating patterns, copying shifts, and publishing
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Written by James Denham
Updated over a week ago

Add more employees to your current Rota

How to add extra employees from your Employees list to the Location that you’re currently viewing
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Written by James Denham
Updated over a week ago

Dashboard

How the Dashboard page works in RotaCloud
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Written by James Denham
Updated over a week ago

Advanced copy and paste

How to use the Copy Custom Range tool to create repeating shift patterns over any time period
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Written by James Denham
Updated over a week ago

Copying shifts and duplicating weeks

How to copy shifts and weekly patterns
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Written by James Denham
Updated over a week ago
Locations

Moving and copying shifts across locations

How to move and copy a shift from location to another
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Written by James Denham
Updated over a week ago

Showing Shifts from Other Locations

If you have multiple Locations, RotaCloud can show shifts from all locations on each rota to help prevent clashes.
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Written by James Denham
Updated over a week ago

Viewing a different Location

Each Location in RotaCloud gets its own rota. Here's how to switch between them.
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Written by James Denham
Updated over a week ago

Temporary Cover

Borrowing employees from other locations to cover shifts
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Written by Joel Beverley
Updated over a week ago
Open Shifts

Using Open Shifts

A look at Open Shifts and where they're located on the rota
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Written by James Denham
Updated over a week ago
More

Using Rota Templates

Store shifts as a Template to be applied later
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Written by James Denham
Updated over a week ago

Viewing deleted shifts

How to see a log of your deleted shifts in RotaCloud
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Written by James Denham
Updated over a week ago

Your Rota Tools menu

How to use each of the tools at the top of the Rotas page.
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Written by James Denham
Updated over a week ago

The Bulk Actions tool

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Written by James Denham
Updated over a week ago

Keyboard Shortcuts and Tips

Handy shortcuts and top tips to help speed up your rota planning
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Written by James Denham
Updated over a week ago

Tracking changes to the rota

Using Shift History to see who's created or edited a shift
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Written by James Denham
Updated over a week ago

Re-ordering employees on the rota

How to re-order employees on the rota according to Group, Default Role, or a custom order
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Written by James Denham
Updated over a week ago

Adding multiple shifts for a user on a single day

How to add more than one shift for a user on a single day in RotaCloud
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Written by James Denham
Updated over a week ago

Day Notes

Adding private or published notes to individual days on the rota
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Written by James Denham
Updated over a week ago

Staff birthdays

How to view staff birthdays on the rota
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Written by James Denham
Updated over a week ago
FAQs

Rotas - FAQs

Frequently asked questions about the Rotas page
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Written by James Denham
Updated over a week ago

I can't edit shifts

What to do if clicking on a shift doesn't bring up the Edit Shift box
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Written by James Denham
Updated over a week ago