A guide explaining what areas of the system need a rota upload and what will automatically publish on the staff hub
What is a rota upload?
RotaMaster does not always automatically update the staff hub when changes have been made on the system. In these cases you will need to perform an upload to refresh the data made available to your staff. If you're unfamiliar with the upload process please click here for a guide on rota uploads.
What needs an upload?
The following actions in the system will not automatically reflect in the staff hub and will therefore need a rota upload
- Publishing a live rota - when shifts have been rolled out from your Shift Pattern Manager using Manage Calendar they are not immediately visible on the staff hub
- Using the Allocation Wizards - once the Allocation Wizards have been run and the proposed allocation has been deployed a rota upload will be needed for staff to see what shifts they have been assigned
- Manually editing shifts - when a shift has been edited in any way from either the View Rota or Rota Weekly Viewer pages
- Creating a new shift on the live rota - When a new shift is created either by adding or copying a shift from the View Rota or the Rota Weekly Viewer pages
- Timesheets - Timesheets will only show for shifts within the Rota Upload period
What doesn't need an upload?
The following actions in the system will automatically reflect in the staff hub and therefore do not need a rota upload
- Changing Personnel Details - Any changes made to Personnel Records will be automatically uploaded when closing and exiting the record
- Changing of Rota Settings - Any changes to the Rota Settings in Rota>Rota Settings
- Deleting a calendar - shifts are automatically removed when the calendar has been rolled back in the Manage Calendar Screen
- Deleting a shift - shifts are removed from the staff hub when deleted in either the View Rota or Rota Weekly Viewer pages
- Approving/Declining Leave Requests - People+ and Leave+ only
- Approving/Declining Expenses and Mileage Requests - People+ and Leave+ only
- Approving/Declining Shift Bookings
- Approving/Declining Exchanges
- Manually adding an Adjustment
- Creating and Managing a Sickness Record - People+ Only