Allocating a Staff Member To A Shift - View Rota

This guide will show you how to manually allocate a staff member to a shift on your View Rota Screen

o allocate a staff member to a shift in the live rota, go to Rota > View Rota, as shown below;

Use the date selector and other filters on the left hand side of the screen to view the appropriate information;

Double click on the shift that you want to allocate - this will open the Edit Shift dialogue box;

Use the dropdowns next to 'Confirmed Person' or 'Provisional Person' to add a staff member to the shift.

• Confirmed Person - the person that will work this shift
• Provisional Person - the person provisionally allocated to this shift.

Now, click Save.

In this example, this person will now show as the Confirmed Person in this shift on the View Rota screen.

For information on how to add a member of staff to multiple shifts at once, please see this article.