Creating your Rotas: RotaCloud for Admins & Managers

Everything you need to know about creating Rotas in RotaCloud

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

Getting Started

Building your first rota

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

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

Written by James Denham
Updated over a week ago

Dashboard

How the Dashboard page works in RotaCloud

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

Written by James Denham
Updated over a week ago

Copying shifts and duplicating weeks

How to copy shifts and weekly patterns

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

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.

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.

Written by James Denham
Updated over a week ago

Temporary Cover

Borrowing employees from other locations to cover shifts

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

Written by James Denham
Updated over a week ago

More

Using Rota Templates

Store shifts as a Template to be applied later

Written by James Denham
Updated over a week ago

Viewing deleted shifts

How to see a log of your deleted shifts in RotaCloud

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.

Written by James Denham
Updated over a week ago

The Bulk Actions tool

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

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

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

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

Written by James Denham
Updated over a week ago

Day Notes

Adding private or published notes to individual days on the rota

Written by James
Updated over a week ago

Staff birthdays

How to view staff birthdays on the rota

Written by James Denham
Updated over a week ago

FAQs

Rotas - FAQs

Frequently asked questions about the Rotas page

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

Written by James Denham
Updated over a week ago