Planning the rota

Rota shows one week per person per day.

• Add a shift: click a cell (or pick a template first for click-to-add). Drag a shift to another person or day; hold Alt to copy. Copy last week repeats the previous plan.
• Open shifts: add shifts to the Open shifts row; staff can claim them from the tablet or app.
• Warnings appear as you plan: shifts overlapping, less than 11 hours rest, more than 48 hours in the week (unless the person has an opt-out on file), more than 6 days in a row, outside the person's availability, or on approved leave. They never block you — you decide.
• Cost: every change shows the estimated labour cost using each person's rate and your pay rules, against the weekly or per-site budget you set under Settings → Clock rules → Rota planning.
• Save stores the draft; Publish emails everyone their shifts and posts a summary to Slack/Teams if connected. Changes after publishing show Publish changes.

Availability and the 48-hour opt-out live on the employee profile (Employment tab).