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My Rota is where you plan who works where and when. It has three tabs:
  • Summary - Every shift for the period in a table
  • Live Preview - The rota as a printable weekly grid, with an Excel download
  • Map View - Every home with shifts on a map, day by day
My Rota page showing the filter bar, the Summary tab and a table of shifts with edit and delete buttons

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Open My Rota

Click My Rota in the sidebar under Operations.

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Choose what to show

Use the bar at the top of the page:
  1. Click the date to choose the week or date range.
  2. Pick a staff member, customer or home to narrow the list.
Staff only see their own shifts, so they only get the date picker. Team leads, support and admins see every shift and all the filters. See Roles and permissions.

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Read the table

Each row is one shift and shows:
  • Date - The day of the shift
  • Staff - Who is working it
  • Home and Customer - Where it takes place
  • Shift type - For example Long Day or Waking Night
  • Duration - Start and end time
  • Hours - Length of the shift
Click a column’s filter icon to narrow the table further, for example to one shift type. The Live Preview and Map View tabs follow those filters too.

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Add a shift

  • Click ⋮ at the top right, then Add Rota.
  • On a phone, tap the round + button at the bottom of the screen.
See Add or edit a shift for the form.

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Edit or delete a shift

Use the buttons at the end of the row:
  • ✎ Edit rota - Opens the shift in the form. You can also double-click the row.
  • 🗑 Delete rota - Asks you to confirm, then removes the shift.
The staff member is emailed whenever you add, move, change or cancel their shift. See Rota emails.

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Next steps

Add or edit a shift

Fill in the shift form, including times, sleep-ins and notes.

Live Preview

Print the weekly grid or download it as Excel.

Map View

See where everyone is working each day.

Rota emails

What staff receive when their shifts change.