Overview
This article explains the Staff Rota feature on Custr, which allows you to easily create rotas for your staff. You can generate daily and weekly rotas, copy rotas from one week to another, assign the same shift patterns to multiple employees, and more.
How to add a Shift
To add a shift for a staff member, follow the steps below:
On your dashboard, navigate to Directory > Staff Rota
Click on the date next to the employee's name for whom you want to add a shift
Enter the shift details
Choose the days you would like to copy the shift to
If needed, set the shift as 'repeating' to show on the same day in the future
Click Add Shift
How to Edit a Shift
To edit a shift, follow the steps below:
On your dashboard, navigate to Directory > Staff Rota
Click on the shift you wish to edit
Make the necessary changes
Click Edit Shift
How to Copy a Week Shift
To copy shifts to multiple weeks, follow the steps below:
On your dashboard, navigate to Staff Rota
Click Actions in the top right corner
Select Copy Week
Click the arrow on the calendar to move to the next week
Click Actions
Select Paste Week
Copying Employee Shifts to Other Employees
This feature is particularly useful if you have two employees with the same shift and want to quickly duplicate their schedule. To do this, follow the steps below:
On your dashboard, navigate to Staff Rota
Click on the employee's schedule you would like to copy
Click Copy
Enter the name of the employee you want to copy the shift to
Finally, click Copy
How to Clear a Week Shift for an Individual Employee
To clear a week's shift for an employee, follow the steps below:
On your dashboard, navigate to Staff Rota
Click the arrow next to the name of the employee whose shifts you would like to delete
Click Delete all shifts for this week
How to Clear Weekly Shifts for all Employees
To clear weekly shifts for all employees, follow the steps below:
Staff Absences
When you create a shift for an employee and they check in late or not at all, their name will appear in red.
How to Delete a Staff Member's Absence
To remove a staff member’s absence for the week, follow the steps below:
On your dashboard, navigate to Staff Rota
Click the arrow next to the name of the employee whose absence you want to remove
Click Delete all absences
