WFM UK: HR, Rotas & Payroll 2023: Rota Completion

A video guide for this article can be accessed here.

Within the 'View Rotas' list, it has become easier to identify whether a rota is complete and ready for submission or not.

When all divisions of a day have been completed, a green tick will be displayed next to that day. If one or more divisions are incomplete, it will display as a red cross. See Fig.1.

Fig.1 - View Rotas list - green ticks, red crosses

Rota Week

Whilst all functionality related to completing rotas remains the same, there are some visual differences to some of the pages.

The top section of the 'Rota Week' page contains data relating to the wage target. This section can be minimised using the cross at the top-right corner of the section - see Fig.2.

Fig 2. Rota Week

The bottom section displays the employees within the selected Division who are available to be scheduled. 

Fig.3. - Rota Week - available employees

A new icon displays against employees if they are multiple-employed at the Location.

Fig.4 - Multiple employment icon

When an employee has a holiday booked, a sunshine icon will be displayed on the relevant day.

Fig.5 - Employee holiday icon

When an employee is absent, an 'A' icon will be displayed on the relevant days.

Fig.6 - Employee absence icon

Rota page links can be found in the right-hand corner of the Employee Shifts section under the drop-down arrow.

Fig.7 - Rota page links

The option to view the Analysis page is available from the page links drop-down.

Fig.8 - Analysis page

Completing a Rota

By selecting a specific Day at the top of the Employee Shifts section, the day content page will display.

Fig.9 - Rota Day content screen

Once shifts have been assigned to the employees for the day, the day can be saved by selecting the save icon at the bottom-right corner.

Fig.10 - Rota save icon