Creating Shifts

Any Rotaville manager in your workforce can create, edit and delete shifts.

To add a shift, simply click on the calendar view on the day and the time you’d like the shift to begin,

then, while still holding the mouse button down, drag out the length of the shift. As you drag, you’ll see the times dynamically update as the new shift is extended.

When you reach the desired end time for the shift, release the mouse button and the shift will be created.

The shift is created in draft mode, signified by the open clock face, and the grey and italic text.

If you hover your mouse over the draft shift, green resize arrows appear at either end of the shift. Click and drag these to adjust the shift times.

If you hover your mouse over the middle of the white shift title, then you can click and drag to move the entire shift to an earlier or later time.

If you hover your mouse over the shift, then the shift details box appears above.

The shift details box contains additional information and controls for the shift.

Click the Edit link to further edit the shift details.

If you have multiple rotas, then you can change the rota the shift is on.

You can change the date of the shift.

You can adjust the start and end times, using buttons, or sliders, or the arrow keys on your keyboard.

You can add a Break Time. Break Times are automatically subtracted from the total shift length time that is used in the various Rotaville reports. So don't use this Break feature if you don't want to subtract break times from your employees' shift totals.

You can set a Fixed Shift Length to override the normal hours that would be calculated and used for this shift in the reports. You can even set this to zero so that no hours are added for employees assigned to this shift.

You can add an optional Shift Title.

And detailed Shift Info if desired.

Finally, click "Update Shift" to save the updated information.

Click the Clock-Face Icon in the white shift header, or the clock-face icon in the Shift Details Box to change the shift status from "draft" to "confirmed".

Confirmed shifts are identified by a solid clock-face icon and normal upright dark text.

Shifts can also be quickly created by clicking the Shift menu tab.

To Delete a shift, click the Delete link that appears in the shift details box.

Once a shift has been created, employees can be assigned. And clients or resources can be assigned. Also, the shift can be cloned. Or the shift can be set to automatically repeat.

Please see our other videos about these topics.

Thank You.