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Staff Rota Management

Plan, publish, and manage staff schedules with precision.

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Building Your Staff Rota

A complete guide to planning, publishing, and managing staff schedules in the Rota module.

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Admin Guide · 6 min
event_noteWeekly Staff Rota Grid
STAFF ROTA · W/C 14 FEB MON TUE WED THU FRI Dr Emma 9–5 9–5 9–5 9–5 OFF Dr James OFF 10–6 10–6 10–6 10–6 Therapist 9–3 9–3 9–3 OFF 9–3 PUBLISH ROTA →

The Staff Rota module lets you plan working hours for every team member week by week, publish the schedule for staff to view on the mobile app, track attendance, and produce accurate shift reports. Fully integrated with the diary so availability reflects the rota at all times across every device and location.

How It Works
01
Navigate to Rota → Weekly View from the main sidebar
02
Click a cell to assign a shift to a therapist — set start time, end time, and location
03
Add recurring shift patterns to save rebuilding the same schedule each week
04
Click Publish — all affected staff receive an instant notification via the app
Key Features
rotate_left Weekly & Monthly Rota View
rotate_left Recurring Shift Patterns
rotate_left App Notification on Publish
rotate_left Holiday & Absence Tracking
rotate_left Overtime Tracking
rotate_left Multi-Location Rota
rotate_left Export to PDF or CSV
rotate_left Integration with Diary Availability
Pro Tips
lightbulb Build the rota at least two weeks ahead so staff can plan their personal commitments
lightbulb Use recurring shift patterns for permanent staff members to save significant planning time weekly
lightbulb Cross-reference the rota with the appointment fill rate to ensure you are staffed for demand