WFM UK: Rotas: Adding Employees to an Open Rota

Overview

When a new employee is created, transferred or a new Multiple Employment is set, and the Auto Add to Rota setting was un-ticked, these employees will not automatically appear on Rotas which are already open.

This article describes the process of adding an employee to an existing open Rota.

Adding an Employee to an Existing Open Rota

Select Rotas in the Module drop-down menu

Fig.1 - Module Drop-Down Menu

Select the required Rota from the Open Rotas section which the employee is to be added to

User-added image

Fig.2 - Select Open Rota

Select Add Employee

Fig.3 - Add Employee Link

Select the required Employee from the list who needs to appear on that Open Rota

Please Note: Some employees may appear with a Home icon next to them as they are multiple employed.

Fig.4 - Employees Available to be Added to the Rota

Enter Shift Codes for the employee if required using the drop-down boxes for each day

Once the employee has been added to the Rota, their shifts can be edited as normal.

Save

Fig.5 - Select Shift Codes

Select Back to Rota

Fig.6 - Back to Rota

The employee will display on the Rota to be scheduled, or with the pre-defined shifts which were set during the process above.

Adding an Employee to an Existing Open Rota

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