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The rota form opens when you add a shift or edit one from My Rota. It has three sections: Assignment, Schedule and Details.
Add rota form with Assignment and Schedule sections and the end time list showing shift lengths

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Add a shift

1

Open the form

In My Rota, click ⋮ then Add Rota. On a phone, tap the round + button.
2

Choose where

Pick the Customer, then the Home. The list of homes only shows the chosen customer’s homes.
3

Check who

Staff is filled in for you and locked. It’s the staff member chosen in the filter bar, or you if nobody is chosen.
4

Set the date and times

Pick the Date, then the Start time and End time. Total hours is worked out for you.
5

Add the details

Choose the Type and add an optional Comment for the team.
6

Save

Click Create rota. The staff member gets an email about the new shift.
To add a shift for someone else, choose them in the bar at the top of My Rota first, then click Add Rota.

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Enter a time

Click the time box to pick from a list in 15-minute steps, or type the time. All of these work: For the end time, each option shows the shift length next to it, for example 19:30 · 12h 30m. If you type a time that isn’t on the list, such as 07:07, choose Use 07:07.

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Shift types

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Switches

  • Spans midnight - Turn on when the shift finishes the next day, such as a waking night from 20:00 to 08:00.
  • Sleep-in - Turn on when the shift includes a sleep-over.

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Edit a shift

  1. In My Rota, click ✎ on the shift’s row, or double-click the row.
  2. Change what you need.
  3. Click Save changes.
Save changes stays greyed out until you change something.

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Delete a shift

  1. Open the shift as above.
  2. Click Delete at the bottom left.
  3. Click Delete again to confirm.
You can also delete straight from the table with the 🗑 button.
Only team leads, support and admins can edit or delete shifts. Staff can add shifts for themselves. See Roles and permissions.