Locate a Locum

Use this guide to switch rota views and compare schedules across locations to spot and fill gaps quickly.

How to change your Rota view (Day, Week, 5-Week, Month & Comparison)

Use this guide to create a new employee profile in People and set their core details, permissions, locations, and more.

How to create a new employee

Use this guide to add a new locum manually or invite locums via your company’s registration (landing) page.

How to create or invite a new locum

Use this guide to change who a shift is assigned to from the Rota screen.

How to reassign a shift (from Rota)

Use this guide to create a new overtime shift or mark an existing shift as overtime from the Rota screen.

How to mark a shift as overtime (create new or update existing)

Use this guide to move a scheduled shift to a different Location from the Rota screen.

How to change a shift’s location

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Stevie McIntyre

Rota

Use this guide to add Regions and Locations to your own profile or a colleague’s profile.

How to assign new Locations/Regions to an employee

Use this guide to copy an existing shift and republish it across multiple dates. This works for all shift types (employee and locum).

How to copy a shift via Rota (single or multiple dates)

Use this guide to create an open shift/gap from the Rota so workers can view and apply.

How to post a gap via Rota (create an open shift)

Use this guide to view your rota and see who else is working (via the Staff tab).

How to view rota (employee)

Use this guide to edit an employee shift—update details, change location, or reassign—from the Rota screen.

How to Edit Employee Shifts from the Rota

Use this guide to create a shift from the Rota and assign it to an employee.

How to Create Shifts and Assign to Employees

Use this guide to approve pending expenses and add new expenses on behalf of a locum from the Shift screen.

How to manage locum expenses from the Shift screen

This guide explains how to manage locum applications, including booking a locum for a single shift, booking a locum for multiple shifts at the same location & rejecting a locum…

How to Book Locums

Use this guide to find an available relief worker in Comparison view and create/assign a shift to cover the gap.

How to fill a gap with relief staff (Comparison View)

Use this guide to identify gaps within your Rota using the Gap Report.

How to run Gap Reports (find gaps in your rota)

Use this guide to copy an entire week’s rota for all staff or copy a single employee’s weekly schedule.

How to Copy Week — extend your rota (full schedule or single employee)

How to Sign-up to the Locate a Locum Platform as an Employee

How to use the Rota on our App (Employee)

Use this guide to set which day your rota week begins.

How to change the rota week start day

The Job Types section allows you to define and manage roles within your organisation. You can create new job types, edit existing ones, and delete those no longer required.

How to Manage Job Types

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