Patterns help standardise schedules, reduce repetitive manual work, and ensure consistency across sites and teams.
🛠️ Access rota planning
Go to the "Time & Attendance" section
Open the "Team Rotas" tab
Click "Plan"
➕ Create a new shift pattern
Open the planning panel
Click "New pattern"
✏️ Configure the pattern basics
When creating a pattern, you can define:
Pattern name
Shift label
Shift colour
Work periods
Breaks
Site scope
🎨 Set the shift label and colour
Enter a pattern name (for example: "Morning - Assistant")
Open the "Select shift label" dropdown
Select the relevant label (e.g. Morning, Evening, Night)
Choose a colour for the shift pattern
Labels and colours make rotas easier to read and standardise shift types across teams.
⏱️ Define work periods
Work periods define when employees are scheduled to work.
Enter the start and end time for the first work period
Add additional work periods if needed
This is useful for split shifts or schedules with multiple working blocks during the day.
☕ Add breaks
Breaks can be added between work periods.
Fixed breaks
Click "Add fixed break"
Enter the break start and end time
Fixed breaks happen at a specific time during the shift.
➕ Add additional work periods
If the shift continues after a break:
Click "Add work period"
Enter the next work period start and end time
This allows you to create shifts with multiple work segments.
📍 Assign sites to the pattern
You can limit patterns to one or multiple sites.
Select the relevant site under "Site scope"
If a site is assigned, the pattern will only be available when scheduling shifts for that location.
💾 Save the pattern
Review the configuration
Click "Create pattern"
The pattern will now be available when planning shifts.
🧠 Things to keep in mind
Patterns can include multiple work periods and breaks
Patterns help standardise scheduling across teams and sites
Site scope controls which locations can use the pattern
Using patterns reduces manual scheduling work and errors
💚 Need help? Contact your administrator or reach out to our support team.





