View daily ROTA details for a Business Unit

Mapal Manager allows general managers to review the ROTA for a specific business unit on a selected day, so they can quickly understand staffing coverage and planned shift times.

Start from: the Mapal Manager dashboard.

• Select ROTAs from the menu.

The ROTAs screen displays a list of business units with their current ROTA status, such as Finished, Pending, or Closed, along with a summary of reviewed and closed shifts for the current period.

For more information about ROTA status, see View ROTA status across your Business Units.

• Select the Business Unit you want to review.

The ROTA view for that unit opens, defaulting to the current week. A date strip at the top of the screen shows the days of the week.

• Select the specific day you want to view from the date strip.
• The ROTA updates to show staffing for the selected date. The daily ROTA displays a list of employees scheduled for that day, including:
  • Employee name.
  • Scheduled shift start and end time.
  • Additional shift indicators such as common illness or day off status.
  • Clock-in information where available.

• Select the floating action button (...) inside the business unit view to access:
  • Parameters:
    • Filter the view by Category (group and category), Contract (group and contract), and Workstation (group and workstation).
    • Toggle Show clock-ins to include or hide clock-in data.
    • Select Accept to apply or Clear parameters to reset.

• Comments: view and add comments for the selected business unit and date. Comments are visible to all managers with access to that unit.

Open employee shift details

• Select an employee row to open the Shift detail panel.

• In the preview, select the Shift tile to open the Shift Details panel. In this preview, you can also Add absences or Add quick notes.
• The Details tab within Shift Details shows:
  • Business unit.
  • Business day.
  • Shift times.
  • Clock-in status.

• Select the Notes tab to view all notes associated with that shift.

Originally published at https://help.mapal-os.com/manager/rotas-manager/view-daily-rota-details-for-a-business-unit/