Steps

  1. Open People → Staff Rota, select the date and department, and review Rota coverage.

  2. Choose Add Shift and select the eligible linked employee, department, template, shift date and maximum assignments.

  3. Choose Create Shift and check the resulting employee/date/time entry. If the employee is unavailable, review their effective employment assignment and approved leave.

  4. To remove an incorrect shift, use its Cancel shift control and confirm the resulting schedule. Cancellation requires a successful online response.