Rota dashboard

How to use the rota dashboard to keep on top of your daily and weekly scheduling tasks.

Amelia Andrews avatar
Written by Amelia Andrews
Updated over a week ago

The rota dashboard is central place to review your scheduling-related tasks. It's carefully arranged in a chronological order, with last week's duties presented first, followed by this week and then future weeks.

Last week's actions

  1. Resolve attendance issues. It's crucial that all attendance issues are resolved, with every shift corresponding to either a clock in & out or an absence record.

  2. Enter actual sales in Cost Control. If you have an EPOS integration enabled, this will have been completed automatically. Otherwise it's a great idea to enter your actual sales figures. It enriches your reports and helps Rotaready predict your future sales.

  3. Complete sign off. This runs any end-of-week processes, marks the worked hours as ready for payroll and locks down the data, so it can't be edited going forwards.

This week's actions

  1. Resolve attendance issues. It's far easier to keep on top of these as you go along.

  2. Review Working Time violations. If there are any violations, they'll be flagged for you to review.

Upcoming weeks' actions

Future weeks are presented as a linear checklist, in the order of:

  1. Approving/rejecting absence requests

  2. Adding sales forecasts in Cost Control

  3. Drafting a rota

  4. Marking a rota for approval (if applicable)

  5. Publishing a rota

We recommend you follow these steps at least 7 days before a week is due to begin.

Labour spend

The labour spend tab presents an array of charts and tables, helping you to analyse your wage spend, hours and sales and compare with other time periods. There's also a real-time overview of live attendance versus planned attendance.

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