Staff Management
Getting Started
New to the rota system? Load sample data to see how everything works together - staff, shifts, focus goals, and budget tracking.
Staff Management
Add and manage your team members. Set their roles, wages, and preferences. This data is used throughout the system for rota building and budget calculations.
| Name | Role | Wage/hour (£) | Preferred Shift (hrs) | Tags | Actions |
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Budget Tracker
Budget Tracker
Monitor labor costs and stay within budget. Set revenue forecasts and labor percentages for automatic budget calculation, or manually set your weekly budget.
Weekly Wage Summary
| Staff | Role | Total Hours | Total Wage (£) | Mon | Tue | Wed | Thu | Fri | Sat | Sun |
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Role Management
| Role Name | Color | Actions |
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Rota Builder
Rota Builder
Create and manage weekly schedules. Click on any cell to add or edit shifts. Set focus goals for each shift to guide your team's priorities.
Tip: When you add new staff members, use the "Refresh Rota" button to include them in the current week's schedule.
| Staff | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday | Sunday |
|---|
Shift Focus
Shift Focus
View and filter all focus goals set for your team. Use this to track priorities and print focus cards for your staff.
Backup & Restore
Complete Data Backup & Restore
Export or import ALL your rota data including staff, shifts, weeks, roles, time off requests, holidays, budget settings, and financial data as a single comprehensive backup file. Use this for disaster recovery, device migration, or data archiving.
What's Included in Backup:
- Staff Data: All staff members, roles, wages, and settings
- Rota Data: All weeks, shifts, and scheduling information
- Roles & Permissions: Custom roles and color coding
- Time Off: All time off requests and approved leave
- Holidays: Company holidays and special dates
- Budget Settings: Revenue forecasts, labor percentages, and budget modes
- Focus Data: All focus categories and assignments
Time Off & Holiday Management
Time Off Requests
| Staff Member | Type | Start Date | End Date | Status | Notes | Actions |
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