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Rota - Best Practice

Who this guide is for: System administrators – Requires ‘Rota Setup’ permissions.


Overview
This guide provides an understanding of the Rota section in e-days and the different rota types you can create.


What can I do with a Rota?
Rota patterns define when users are scheduled to work each week—for example, Monday–Friday for office staff or Wednesday–Sunday for hospitality teams. The rota tool supports:

  • Days-based patterns (e.g. 4 days on, 4 days off)
  • Hours-based patterns (drag-and-drop timeline for custom shifts)
  • Night-shift patterns


Key Sections for a Rota

  • Pattern
    • Weekly: Standard weekly schedules (e.g. Mon–Fri or Mon–Thurs)
    • Daily: Rotations based on days on/off (e.g. 4 on, 4 off)
  • Cycle Length: Define “How many weeks/days in your pattern?”—useful for multi-week or rotating shifts (e.g. 3 weeks days, 1 week nights)
  • Calendar Day View: Controls how the rota displays on the calendar
  • Working Period
    • 24 hours
    • Custom: Define specific start/end times
  • Pattern Application:Specify each day’s status:
    • Not working
    • Full day (uses the Hours per Day setting from Global → System Setup)
    • Half day AM or Half day PM

Note: Where a day is set to Full or Half day, the duration corresponds to the Hours per Day configured at Global, Template, or User level under System Setup → Hours per Day.

  • Hours-based Rota
    • Create using the timeline bar: drag left/right to adjust duration.
    • Override duration to account for unpaid breaks or custom shift lengths.


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