WFM UK: UI Refresh 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 is unticked, 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

• Go to Rotas > Rotas > View Rotas

Fig.1 - Rotas > View Rotas

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

Fig.2 - Selecting an open rota

• Use the Page Links drop-down and select Add Employee

Fig.3 - 'Page Links' > 'Add Employee'

• From the displayed list, select the required Employee who needs to appear on that Open Rota

Please note: Some employees may appear with a 'Home' icon next to them as they are multi-employed. 

Fig.4 - Selecting an employee

• Enter Shift Codes for the employee if required, using the drop-down boxes for each day
• Then select Save

Fig.5 - Selecting shift codes for the week

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

• Select Return to Rota

Fig.6 - Return 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.