Help centre

Short, practical guides for the things managers do most often.

Set someone up on a repeating pattern

  1. 1Open Employees and click the person.
  2. 2Go to the Schedule tab.
  3. 3Switch on the days they work and set the times and break.
  4. 4Choose whether it applies immediately or from a future date, then save.

Every future week fills in automatically. Weeks already worked are left alone.

Remove one shift without breaking the schedule

  1. 1Click the shift on the calendar.
  2. 2Choose Delete.
  3. 3Pick “This shift only”.

Every other occurrence stays exactly where it was.

Change hours from a date onwards

  1. 1Click the first shift that should change.
  2. 2Choose Edit and adjust the times.
  3. 3Save, then pick “This and future shifts”.

Shifts before that date keep the hours they were actually worked at.

Record what somebody actually worked

  1. 1Click the shift.
  2. 2Under “Hours worked”, choose Record.
  3. 3Enter the real start and finish time and save.

The Hours page then shows scheduled against actual, and payroll can use either.

Give somebody a pay rise

  1. 1Open their profile and go to the Pay tab.
  2. 2Choose New rate.
  3. 3Enter the new rate and the date it starts from.

Shifts before that date keep the old rate, so past payroll does not change.

Reuse last week's rota

  1. 1Open the Calendar on the week you want to fill.
  2. 2Choose Copy week.
  3. 3Review the proposed shifts and untick anything you do not want.

Shifts that are already there are spotted and unticked for you.

Still stuck?

Send us the details on the contact page and we will walk through it with you.