This article will cover the basics of creating a rota on Opsyte, including:
Creating a Shift 👩🏻🍳
Once you have the grips of the basics, we thoroughly recommend checking out our other rota functionality, including templating and your rota budget warning.
Create a Shift 👩🏻🍳
To create a shift on the rota, you will need to type in the box relating to the employee and day that you need to make a shift for. For example, the picture below shows a shift being created for Anthony on the Monday.
You will notice that on the rota you are defaulted to have two shifts per day. This is to accommodate split shifts, or AM vs PM shifts. If you wish to change the number of shifts per day for your company, you can do so in your Rota Settings.
Move a Shift ➡
To move a shift on the rota, use drag & drop to move any existing shift to another box.
This will not change any of the shift details and will move the shift only, not copy/duplicate it. You will not be able to move any previously approved shifts - these will show on your rota in green.
Copying Shifts 🤵🏽
Similarly to how moving a shift works (explained above) you can copy shifts by holding down the Ctrl key while dragging and dropping a shift. This will duplicate the shift into the square you drag it to.
Delete a Shift ❌
To delete an individual shift on the rota, simply right click on the shift that you would like to remove and select Clear Current Shift.
Clearing all Shifts 📝
To clear all shifts for a particular department, click the red Clear Shifts button at the top right of that department on the rota.
To completely clear all shifts in your rota, you can use the Clear all Shifts button in your rota menu. To do this, click on rota menu at the top left, then Clear All Shifts - as pictured below.
