Support Portal

Submit a ticket My Tickets
Welcome
Login  Sign up

Configuring Rotas with Custom Days and Public Holidays

Who this guide is for: System administrators – Requires 'System Admin' role and User Templates permission


Overview:
Configure a template’s rota by applying Custom Days, Public Holidays, and optional Calendar Events so all users on that template inherit the same non-working and marker dates.


How Template Rota Configuration Works:
The Rota tab in a template lets you: apply predefined Custom Days groups, set a Public Holiday calendar, and optionally add Calendar Events. Changes apply to all users assigned to the template; user-level settings can override where configured.


How to Set Up Template Rota (Custom Days, Public Holidays, Events):

  • Go to Admin tools > Admin panel > Template > User Templates.
  • Click Edit on the required template; you’ll land on Template Settings by default.
  • Select the Rota tab.
  • Apply Custom Days:
    • In Custom Days, click Apply Custom Days to select an existing group (or + Create Custom Days if available).
    • Review the calendar preview and click Save Template.
  • Apply Public Holidays:
    • In Public Holidays, click Apply Public Holidays to choose an existing group (or + Create Public Holidays if available).
    • Verify the dates in the preview and click Save Template.
  • Manage Events (optional):
    • In Events, click Apply events (or + Create events) to add a Calendar Events group.

Check the preview and click Save Template.

Additional Information:

  • Custom Days: Organisation-specific fixed dates (e.g. shutdowns) that may deduct entitlement depending on group settings.
  • Public Holiday Group: A regional holiday calendar assignable to users/templates.
  • Calendar Events: Non-blocking markers (e.g. training days) shown in calendars.
  • Permissions: Requires 'System Admin' role and User Templates permission. Creating/editing Custom Days/Public Holidays/Events at Global level typically requires Global Rota Setup.
  • Warning: Template changes affect all users on the template. If Custom Days deduct entitlement, balances may adjust when applied.
  • Best practices: Use clear naming for groups; review the calendar preview before saving; communicate changes to affected teams.
  • Save action: Click Save Template (top of page) after each change.
  • Tip: Use the search function within the platform to quickly find features or settings.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.