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How to Post a Shift to Bank
How to Post a Shift to Bank
Stevie McIntyre avatar
Written by Stevie McIntyre
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘Rota’ tab located on the top left-hand side of the below screenshot.

Once you select the ‘Rota’ tab the following screen will appear:

In the above screenshot, you will see that you can manipulate the Rota by ‘Dates’, ‘Location’, ‘Job Types’ & ‘Labels’. When you’ve located the date that you wish to publish a shift on, within the ‘Open Shifts’ row if you hover over the ‘+’ icon it will display ‘Add Shift’ as displayed in the below screenshot for ‘Thu 03 Mar’:

At this stage you will select ‘Add Shift’, which will bring you to the following screen:

Within the ‘Shift Details,’ you’ll be able to populate the relevant information associated with this particular shift. You can also select the tab ‘Assign Person’ to assign this shift directly to an Employee or Locum or you can utilise the ‘Shift Notes’ tabs to leave any additional information. Once you’re happy with the information added you can select the green ‘Create & Publish’ icon located on the bottom right-hand corner of the screen.

The shift will then be published within the ‘Open Shifts’ row of your Rota, displayed below again utilising the example of ‘Thu 03 Mar’.

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