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Updating the global rota

Overview

This guide explains how to configure and apply global rota patterns to standardise working schedules across your organisation.


How Global Rota Patterns Work

Rota patterns let you define standard working schedules (e.g., shift patterns) that automatically apply to all users. This ensures consistency in working days and absence tracking.


How to Set Up Global Rota Patterns

  1. Navigate to: Admin > Global > Calendar 
  2. Click Apply rota (top-right button)
    • To replace an existing rota:
      • Click the bin icon. 
      • Confirm by clicking Confirm
  3. Select your new rota pattern
  4. Click the blue Apply button
  5. Choose a start date (Required: Monday)
  6. Click Confirm
  7. Finalise by clicking the Blue Save all changes button


Additional Information


Key Terms

  • Rota Pattern: A predefined working schedule (e.g., 9-5 Mon-Fri)
  • Global Level: Settings that apply to all users by default


Permissions Required

  • Global Rota Setup access


Best Practices

  • Always choose a Monday start date for weekly rotas
  • Use the search function to quickly locate Rota - Calendar setup
  • Preview changes before saving


Important Notes

  • Changes apply immediately—inform staff beforehand
  • Removing a rota will affect all users assigned to it
  • Template/user-level settings can override global rotas

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