How do I create a rota in Helios?

Rota management in Helios is powerful and flexible, helping you to quickly create and plan your workforce.

1. When you want to create a rota, simply find the 'customer' which you need the rota for. Remember that a customer is the term we use for the physical location of where the rota is applied to.
2. Click on the little calendar icon and it will take you into the rota for the week you are currently in. If you want to work on a different week, just click on the date bar at the top and choose the week you want.
3. Then, simply click add shift, and in the navigation bar, to the right on a computer browser or below on a mobile, enter your start times and finish times. continue adding shifts until you've got everything you need and don't forget to save frequently.
4. Next, just click the shift that you want to allocate a staff member to and either click on the empty PIN location on the rota or the empty pin box in the navigation bar and select who you want to allocate to the shift. Do this for all shifts until your rota is done and hit save.
5. Once you've saved this rota, it will be sent out to the staff via their Helios App.