RotaCloud

James Denham

Joel Beverley

Everything you need to know about creating Rotas in RotaCloud

Creating your Rotas: RotaCloud for Admins & Managers

Adding/editing shifts, creating patterns, copying shifts, and publishing

Building your first rota

How to add extra employees from your Employees list to the Location that you’re currently viewing

Add more employees to your current Rota

How the Dashboard page works in RotaCloud

Dashboard

How to use the Copy Custom Range tool to create repeating shift patterns over any time period

Advanced copy and paste

Copying shifts and duplicating weeks

Getting Started

How to move and copy a shift from location to another

Moving and copying shifts across locations

If you have multiple Locations, RotaCloud can show shifts from all locations on each rota to help prevent clashes.

Showing Shifts from Other Locations

Each Location in RotaCloud gets its own rota. Here's how to switch between them.

Viewing a different Location

Borrowing employees from other locations to cover shifts

Temporary Cover

Locations

A look at Open Shifts and where they're located on the rota

Using Open Shifts

Open Shifts

Store shifts as a Template to be applied later

Using Rota Templates

How to see a log of your deleted shifts in RotaCloud

Viewing deleted shifts

How to use each of the tools at the top of the Rotas page.

Your Rota Tools menu

The Bulk Actions tool

Handy shortcuts and top tips to help speed up your rota planning

Keyboard Shortcuts and Tips

Using Shift History to see who's created or edited a shift

Tracking changes to the rota

How to re-order employees on the rota according to Group, Default Role, or a custom order

Re-ordering employees on the rota

How to add more than one shift for a user on a single day in RotaCloud

Adding multiple shifts for a user on a single day

Adding private or published notes to individual days on the rota

Day Notes

Staff birthdays

More

Frequently asked questions about the Rotas page

Rotas - FAQs

What to do if clicking on a shift doesn't bring up the Edit Shift box

I can't edit shifts

FAQs

Visit rotacloud.com

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