Steps
Open Rota
Go to Rota from the main navigation (left side).
Choose a calendar view
Day — focuses on a single day’s schedule.
Week (default) — shows the current week.
5-Week — shows the next five weeks from the selected start date.
Month — shows a single calendar month.
Click the desired tab to switch view.
3. Use Comparison view (multi-location)
Select Comparison to view multiple locations side-by-side.
Expand a location using the dropdown beside its name to show that site’s rota for the week.
Gaps are highlighted by job type:
Navy “P” = live Pharmacist gap with an open shift already created.
Red “P” = Pharmacist rota gap where no open shift exists yet.
Note: The letter updates based on the job type you’re viewing; “P” is shown here as an example.
4. Fill gaps from Comparison view
Create & assign directly to a specific employee: click the + next to their name.
Create an open shift for others to pick up: click the “P” icon.
Shift details pre-populate from the location’s configuration—you can edit before saving.
Tips
Use 5-Week view to plan ahead across rolling weeks; it’s often more practical than Month (which is limited to a single calendar month).
Switch to Week/Day for final staffing detail and last-minute adjustments.
In Comparison, filter to the busiest or under-staffed locations first to speed up identification & coverage.
Troubleshooting
Pre-populated details look wrong: Update the location’s configuration, or edit the shift in the modal before saving.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.