Any existing shift patterns previously created by your organisation will be displayed in the Rota Shift screen. If this is the first time your organisation has used the Shifts and Runs functionality, no shifts will be displayed.
Shift types
All shift patterns used by the staff assigned to the rota must be configured before creating a new rota shift. Examples include:
Morning shifts
Afternoon shifts
Full-day shift combinations
Rotating early, late, and extra-late shifts
Shift View rotas
In a Shift View rota, staff work the same shift patterns on different days or times, with shifts rotating according to the rota cycle. For example, staff may rotate weekly between early, late, and extra-late shifts.
Ad-Hoc View rotas
In an Ad-Hoc View rota, staff may work varying hours and times, but collectively provide sufficient coverage for all scheduled visits.
Create a new shift
Click Add and complete the following fields:
Shift Name Enter a clear and meaningful name for the shift, usually reflecting the time period it covers.
Start Time Enter the start time for the shift.
Duration Enter the total length of the shift. This should be entered as a duration, not an end time.
Availability Type Select the appropriate availability type:
Standard Availability — confirmed working availability.
Tentative Availability — possible or provisional availability.
Display Colour Select a colour swatch to determine how the shift will appear on the rota grid.
End Date Leave this field blank unless the shift is only required for a fixed period.
Once all details are correct, click OK to save the shift.
📌 Note: After a shift has been saved, only the Shift Name and Display Colour can be edited.