The Rota allows you to plan your schedules by position so you can quickly see if your positions are filled.
1- Activate the view by position
To access the view by position, simply activate the “Manage by position” option in the filters on the left of the planner.
You can then create your shifts for each position.
2- Create a shift with the view by position
First, you should know that the shift will initially be created as an open shift (unpublished), which will allow you to confirm which employees are available to work it.
Simply create the shift, then you can choose whether you want to leave it as an open shift or assign it to someone (once they have sent an open shift request. Please see View by Position in the Scheduler article for guidance on how to do this)
To do this,
Click on the “+” in the desired day to create a new shift
Enter the start and end times
Breaks (if necessary)
Any other relevant information such as a task, a note, etc.
If you want to leave the shift as a shift to be filled, click on “Create”
