Moving a Staff Member into a new Rota Group/Team

To find out how to give staff members permissions to work in multiple Rota Groups, click here. 

To move a staff member from one Primary Rota Group to another, go to Personnel Manager and find the person's record. Click on the person's name and drag it over to the left hand side and drop it into their new team in a different Rota Group.

In the example above, Jacob Smith is moving in to the Doctors team in GP Fed Extended Access. 

The following dialogue will show;

Click Yes to remove this person completely from their previous Rota Group, meaning that they will not be able to work any shifts in that Rota Group. Click No to move the person, but keep their membership of their previous Rota Group, meaning that they can work shifts in both the new and previous Rota Group. This message will then be shown;

Click Yes to remove this person from any shifts that they are the 'Default Person' in on shifts in their previous Rota Group. Click No to keep the person in their default shifts. Regardless of which option is clicked the person will still move Rota Groups unless you click Cancel.

This process will also work if you want to move a staff member into a new Team within the same Rota Group.