Create a rolling schedule and book employees

Create a rolling schedule

For recurring shifts, you can create a rolling schedule.

Follow the steps below to create a rolling schedule:

1. Open  the schedule view from the menu panel on the left.
2. Select a week for the schedule to start on.

3. Click on the box under DD/M in the row  Unbooked  where the rolling schedule should start. A menu will open on the right where you can define the details of the shift.
4. Fill in the necessary information for the shift, such as time and other relevant fields.
5. Select to repeat the shift by clicking on Repeat in the lower right corner.
6. Specify which days the shift should be repeated on, how often it should be repeated, and the end date. The start date will be the same as the date you chose when you created the shift.
7. Edit the title if you want to distinguish shifts in the schedule in the future.
8. Then click on Roll out.

Book staff on a rolling schedule

To book one or more users for a shift included in a rolling schedule, you can either drag the shift and drop it onto the user you want to book, or you can click on the shift and navigate to the Book tab. You can then select which users should be booked by checking the boxes next to their names and specifying whether the user/users should be booked for the individual shift or for all shifts in the repetition.