This guide has been created for system administrators.
Specific role permissions may be required, including: Global rota setup.
Overview:
Days-based patterns allow you to easily assign the days of the week, from Monday to Sunday. These patterns work in conjunction with days-based absence types, and the booking process will align with the pattern's setup.
Step-by-step guide:
- Navigate to Admin Panel > Global > Rota setup.
- Press the "+ Add Rota" button at the top of the page.
- Set a distinctive name for the new rota pattern. A description can also be added.
- If your rota pattern recurs on a weekly basis, select "Weekly Pattern" and then specify how many weeks are in your rota pattern, below. If your rota pattern recurs on a specific number of days, select Custom Pattern and then specify how many days are in your rota pattern, below.
- Set the "Calendar Day View" for the rota pattern. This setting determines the time period that is represented for each day on the calendar display.
- For each day of your rota pattern, set the working period by selecting one of the following options - "Not working", "Full day", "Half day (AM)", or "Half day (PM)".
- Save the settings by clicking on "Save"
If you would like to enlarge the video, please click on it to expand.