Creating your first rota in Skedulr

Creating a rota in Skedulr is straightforward. This guide walks you through every step — from picking the week to publishing the final schedule.

Step 1: Navigate to Rotas

Open the Scheduling section from the sidebar and click Create Rota. Select the week you want to schedule.

Step 2: Add Shifts

Click on a day column to add a new shift. Fill in:

• Start and end time
• Client or location
• Required carer role
• Any special notes

Step 3: Assign Carers

Drag a carer from the team panel on the right and drop them onto the shift. Skedulr will warn you if:

• The carer is unavailable
• They've exceeded their maximum weekly hours
• There's a scheduling conflict

Step 4: Review & Publish

Once all shifts are assigned, click Review Rota. Check for any gaps or warnings, then hit Publish. All assigned carers will receive a notification with their upcoming schedule.

Tips

• Use templates to save common rota patterns and apply them to future weeks.
• Enable auto-assign to let Skedulr suggest the best carer for each shift based on availability and proximity.