Build a Shift

Build a Shift

Shifts can be used alongside plans and patterns when building a rota. Shifts can be made up of 1 slot of support for 1 supported person or can be multiple slots of support for multiple supported people. Shifts are especially useful if the supported person or people's support occurs at the same times on any day that it is required. 

When building a shift you do not choose a day of the week or a staff member, you will do this when you apply the shift to the rota. 

To create a new 'Shift' complete the following steps.

  1. Go to the Team you want to add shifts to

  2. Under Plans, click on "Add New"

    Creating a Shift - Add New

  3. Enter the name of the Plan and change the type from "Plan" to "Shifts" and click Save

    Change Type to Shifts

  4. Under the shifts tab, click "Add New"

    Shifts - Add New

  5. Enter the information required for the slot of support 

    Support Details

  6. If you are finished, click "Save" under the Shifts tab, or click on the "Save and Add another new record" icon in the taskbar at the top of the page to add another slot of support

    Save - Add new or finish

 

Adding a Shift to the Rota

  1. Go to the week of the rota you are creating and select "Add Shifts" from the links at the bottom of the rota.

    Add Shifts

  2. A small dropdown menu will appear on the rota and checkboxes will appear on each day of the week for every staff member in the team

    Select Shift and Staff

  3. Make the appropriate selections and click "Okay". The shifts will now be allocated.