When an employee is assigned to support another site, you can choose whether they appear on that site’s rota.
This keeps the rota focused on the employees who are likely to work there while keeping additional support available when needed.
This guide is designed for managers and administrators who manage site rotas.
🔗 How site assignments connect to Team Rotas
Site assignments and rota visibility control two different things:
“Set up or change sites” controls where an employee is eligible to work.
Team Rotas controls which eligible support employees appear on a site’s rota.
An employee must have an active assignment to the site before they can be selected for its rota.
👥 Display support staff on a site’s rota
Go to “Team Rotas”.
Open the site you want to manage.
Select “Edit display”.
Select “Choose support staff to display”.
Search for and select the employees you want to include.
Save your changes.
The selected employees will appear in the site’s Support staff section and can be included in rota planning.
You can expand or collapse the Support staff section while reviewing the rota.
🔍 If an employee is not available to select
The employee must have an active assignment to the site.
Check their assignments using “Set up or change sites”. Once the appropriate site assignment is active, the employee can be selected for the rota display.
➖ Remove someone from the rota display
To stop displaying an employee while keeping their site assignment active:
Open the site in Team Rotas.
Select “Edit display”.
Open “Choose support staff to display”.
Deselect the employee.
Save your changes.
This removes the employee from the site’s rota display. It does not remove their site assignment or change their eligibility to work at the site.
🗑️ Remove the site assignment completely
If the employee should no longer be eligible to work at the site:
Find and open the employee.
Select “Set up or change sites”.
Select the relevant site assignment.
Delete the site assignment.
Review the message and confirm the deletion.
The employee will no longer be eligible to work at that site.
🧠 Things to keep in mind
Site assignments control where an employee is eligible to work.
Team Rotas controls which eligible support employees appear on each rota.
Displaying an employee as support staff does not change their primary site.
Removing an employee from the rota display does not remove their site assignment.
Employees can appear on more than one site rota when they have the appropriate active assignments.
💚 Need help? Contact your administrator or reach out to our support team.