Opsyte

If you have an "empty rota" here's how to start moving in the right direction.

Empty Rota

Our Shift Swapping feature allows employees to swap shifts with colleagues, both on the internet browser 💻 and the mobile app. 📱

Shift Swapping

How to use the basic functionality of the rota: creating, moving, copying and deleting shifts.

Create, Move, Copy and Delete Shifts

How to use Working Patterns and set non-working days for your employees.

Employee Working Patterns / Availability

If you have regular shifts that need inputting, our templating function will give you a quick and easy way to automatically input them!

Creating and Using Rota Templates

How to confirm the shifts on the rota and send them to Payroll for approval.

Approving Shifts on the Rota

Sick Days

Here's how rota warnings work and how you can manage them!

Rota Warnings

Financial Reporting on Rota

Types of Leave on Rota

Create Areas, to organise your departments on your Rota.

Customise the Order of your Rota by department.

How to publish your rota, and send an email to staff altering them to their schedule.

Publishing Shifts

A step-by-step guide on how to customise the order of your employees on the Rota.

Change User Order on the Rota.

This quick guide will show you how to download the rota with different options.

Rota download options

This guide provides a step-by-step process for creating and managing open shifts in the portal, ensuring efficient staffing and shift allocation.

Create open shifts on Opsyte portal

Step-by-step guide to create open shifts in the Opsyte App.

How to create Open shifts in the App

This guide shows how to use the Flex Forecast feature in the Forecast Portal to adjust your budget when sales exceed forecasts.

How to Save Flex Figures in Forecast Portal

This guide provides a straightforward process for approving pending holidays on the rota, ensuring efficient management of employee time off.

Approve Pending Holiday on the rota

See labor cost and  % by department directly on the rota.

Edit department labor budget warnings

You can now view the history of changes made to a shift under the Manage Shift option, including when it was created, edited, or deleted, and by whom.

View shift history on the rota page in Opsyte

Check the history of each shift on the rota from when it was created, moved, adjusted, deleted , etc

Video Guide: Shift history

The video below will demonstrate how to create and apply rota templates

Video Guide: Create and apply rota templates.

Find video clip below providing a demo of how to add, move , copy and delete shifts on the rota.

Video Guide: Adding, moving and deleting shifts on the rota.

Matt Taylor

Zoe Fuller

Rota

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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