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Rota & shifts

Shift scheduling and rota software

Build the rota, clock in on a phone or a kiosk, track leave balances and export payroll, with working-time rules and labour cost checked as you go.

  • Coverage gaps found before you publish, with who could fill them
  • Working-time rules checked as you build, from country presets
  • Clocking in on a phone or a shared kiosk, with timesheets to approve
  • Leave allowances and balances, built up monthly or from hours worked
  • Night, weekend and holiday pay, overtime and salaries in the cost
  • A payroll export in your payroll provider's own columns
  • Rotations, crews, on-call shifts and shift bidding
  • Staff swap, claim open shifts and ask for time off on their phone
A week's rota at Riverside Quay: each person's shifts by day, hours against their target, pay so far, coverage covered every day but Saturday, and the labour cost against the weekly budget.

Most rotas live in a spreadsheet, or in a scheduling app that knows nothing about the work. The rota says who is in; the tasks, the checklists and the group chat all live somewhere else, and the join between them is a manager remembering who is on today.

In EasyBee the rota is the same data the work runs on. A task can go to whoever is on shift as Head chef at Riverside Quay, and it reaches the right person whatever the rota says that day. @manager-on-duty in a channel reaches whoever is running the floor right now. On now shows who is working at every site, with the manager on duty first.

See the gaps before the shift does

Tell EasyBee what each site needs: two servers from eleven, a third through the evening peak, a head chef until eight, and at least two people on site whatever their position. The rota is measured against that as you build it, drafts included, so a gap shows up on Tuesday afternoon and not at six on Saturday.

Saturday's day view: every shift on a timeline, what each position needs, and a gap of one server from six to ten with an open shift posted and Grace Kim suggested to fill it.
Saturday at Riverside Quay: one server short from six to ten. An open shift is posted, and Grace is suggested because she is qualified, available and has the fewest hours this week.

The day view lays every shift on a timeline over what each position needs. A gap comes with three ways to close it: add a shift exactly that long, extend a neighbouring shift where the rules allow, or take the suggested person, which is somebody qualified and available with the fewest hours so far. A short overlap at a handover is not counted as overstaffing, because a handover is not a mistake.

Some cover can't be any pair of hands. A key holder to open up, a first aider whenever the doors are open, a licence for the bar: certifications sit apart from positions, with their expiry dates, and a site can require at least one certified person whenever it is open. The gap names the certification, and the holder and their managers are reminded before it runs out.

Rules that warn, and the few that block

A contract type holds the limits for one kind of contract: the most hours in a day and in a week, the least rest between shifts, days in a row, breaks, night work and when overtime starts. Each limit is set to warn or to block.

A contract type started from the United Kingdom adults preset, each limit shown with the Working Time Regulations 1998 regulation it comes from.
A contract type started from the United Kingdom preset. Every number names the regulation it came from.

Start one from a country preset, with the United Kingdom (adults and under 18), the EU, Spain, the UAE, Saudi Arabia and US federal overtime, and the numbers arrive with their sources. A week limit can be averaged over several weeks, a person can opt out of it in writing, and a limit calendar changes the limits by period, so a student works fewer hours in term time than in the holidays.

Give someone a date of birth and EasyBee knows when they are under 18: the workspace's young-worker limits apply on top of their own contract, the stricter of each, and every finding says "under 18". The date itself is seen only by them and by whoever manages contracts and hours.

Warn, don't block

Most rules warn and leave the decision with the manager, who knows things the software does not. Only what is always wrong blocks: two shifts that overlap, a shift over sixteen hours, someone scheduled at a site they don't belong to, and a minor in restricted night hours.

Rotations, crews and on call

Not every rota is weekly. A repeating shift can run in a cycle of days, four on and four off, 2-2-3, or a DuPont pattern, and stay in step when its times change. A crew follows one rotation together: someone who joins picks it up from that day, and someone who leaves has their part ended without touching anyone else's.

On-call shifts sit on the rota without counting as worked time. When someone is called out, the call-out is recorded with its times and becomes worked time, paid at least the contract's call-out minimum, beside a flat amount for being on call.

Publish when it is right

Every change is a draft, seen by managers only, until it is published. Editing a published shift makes a draft copy, so staff keep seeing the original until the next publish rather than a rota that moves under them while you work.

Publishing the week: one new shift and one changed, the labour cost going up by £47.77, a warning that Saturday is still one server short, and the two people who will be told.
Publishing a week: what is new and what changed, the cost of the change, the gap still open, and who will be told.

The review before publishing lists every new, changed and cancelled shift, every rule finding, anything that can't be published yet and why, the coverage it leaves, and what it does to the labour cost. Warnings never stop you. Everyone affected is told once, with the change spelled out.

Where a predictable-scheduling law or your own policy asks for notice, set a notice period for the workspace or a site. The review marks every change inside it, publishing records it with the notice given, and the payroll export flags it.

Clock in, and the timesheet writes itself

People clock in and out on their own phone or on the web, from fifteen minutes before their shift. A site can say where it is: a clock from outside its radius is flagged, or refused where the site requires people to be there. Someone who forgets to clock out is clocked out at the end of their shift and flagged, and a manager hears about a shift that started with nobody clocked in.

Or put a tablet by the door. A kiosk is paired to a site with a one-time code, lists who is on today, and each person taps their name and enters their own PIN. A site can take a photo with every kiosk clock, kept for as many days as the workspace sets, and choose whether people clock on their own phones, at the kiosk, or either.

The kiosk by the front door at Riverside Quay: Chloe Martin has tapped her name and is entering her PIN on a large keypad.
The kiosk by the front door at Riverside Quay. Chloe tapped her name on today's list and enters her own PIN.

Each person's week becomes a timesheet: clocked hours beside scheduled ones, every flag in words, and the shifts nobody clocked. A manager corrects a record or adds a forgotten one, and approves the week once it is over, which locks it. Late arrivals past a site's grace period and no-shows are counted in an attendance report for each person, and a no-show alerts the manager at once.

Timesheets for the week of 28 September: Arjun Patel's week open, each shift beside the times he clocked, one flagged "Clocked out for them", and Approve; the weeks of Amara Okafor and Ben Carter already approved.
Last week's timesheets: Arjun's shifts beside the times he clocked, one closed for him when he forgot, waiting for approval.

For people on flexitime, the timesheet counts their week against the hours expected of them instead of a rota: core hours they should be in, and a running balance, kept within a cap either way.

Leave, with the balance beside it

Leave types start with annual, personal, sick and other, and you add your own: paid or unpaid, taken from the balance or not, needing evidence, or allowing part of a day. A contract type gives an allowance in days or hours, built up each month from a yearly figure in proportion to the person's weekly hours, or as a share of the hours they worked. Above a carry-over cap, what is left expires at the end of the leave year.

Grace Kim's holiday request for 19 to 23 October: her balance of 14 days, the 3 working days it takes, 11 left after it, and a warning that two servers at Riverside Quay would be off on 22 and 23 October where one is allowed.
Grace asks for a week off for a wedding. It takes three of her working days, leaves eleven, and would put two servers off where one is allowed.

Each request shows the balance it would leave, to the person asking and to whoever decides it. Blackout dates refuse requests on the days you can't spare anyone, and a cap on how many people in a position or at a site can be off at once warns before you approve one too many. A manager can record leave for someone, and the balance is a ledger of every day built up, taken, given back, corrected or expired.

Overtime and worked public holidays can be paid or banked as time off in lieu, per contract type, hour for hour when the timesheet is approved. The banked hours are taken like any other leave.

When someone can't come in, Can't make it on today's or tomorrow's shift records the sick day, posts the shift as open and tells whoever builds the rota at once. Leave that has already started ends early only when a manager approves the return, so the days given back are never a surprise.

Pay rules, labour cost and payroll

Each person has an hourly rate or a yearly salary from a date, so a raise applies from the day it starts and last month keeps its cost. A contract type sets premiums for nights, weekends and public holidays, as a multiplier or an amount an hour, with the highest paid or all of them added up. Overtime can start by the day and by the week, and can be a rule that warns or blocks like any other. Each site has a weekly budget, and the cost of the rota as planned and as published sits above it, with the week flagged when it goes over.

The hours report: each person's hours this week, their target, their four-week average, leave, the nights, weekends and holidays they worked over four weeks, and cost, with anyone well under target flagged.
The hours report: this week, the target, a four-week average, leave, the nights and weekends each person worked, and cost, downloadable as a CSV.

Hours are counted against each person's weekly target, and anyone well over or under is flagged, so fairness is a report rather than an argument. Nights, weekends and holidays are counted too, per person over four weeks, and the suggestions for filling a gap weigh them first. A workspace can let staff see their own estimated pay for the week.

At the end of the period, the payroll export lists each shift as worked, from its clock record or else its published hours, priced exactly as the labour cost prices it. Pick the columns and their headings to match what your payroll provider imports, one row per shift or per person, and download the CSV.

Staff run their own week

Everyone sees their shifts on their phone, with the next one at the top and their hours against target. They can offer a shift to a colleague or to anyone who can take it, claim an open shift, set when they can and can't work, and ask for time off with their balance beside the form, all without a message to a manager's personal number.

Three phones: one person's week with their pay, a claim on an open shift waiting for a decision, and who is on now at each site with the manager on duty.
One person's week with their pay, a claim on an open shift waiting for a decision, and who is on now at each site.

Each request lands with whoever approves at that site, with what it would do to the person's week alongside it. A manager can also open a week's open shifts for bidding: everyone picks what they would like, the shifts are shared out to whoever has the fewest hours without taking anyone past their contracted hours, and the manager confirms. Published shifts can go straight into Google, Apple or Outlook calendars through a private link.

Several sites, one team

Keep one rota for the whole business or one per site. People who work at more than one site see all of it in one place, and each site's rota shows their shifts elsewhere as busy. A manager can borrow someone from another site, and travel time between sites is checked like any other rule. The Sites view puts every site's gaps, hours and publishing side by side, and several sites publish in one go.

Where shifts fit

The rota decides who is working; the rest of EasyBee decides what they do. Recurring schedules put the routine work on the day it is due, assigned to whoever is on shift. Checklists record how it was done, approvals say it was acceptable, and team chat keeps the conversation beside it. Connect Claude, and it can read the rota, find the gaps and propose a fair way to fill them, saving the shifts you accept as drafts for a manager to publish.

FAQ

Rota & shifts, in practice

What is rota software?
Rota software replaces the spreadsheet a manager builds every week. You say who works which shift, in which position, at which site, and the software checks it as you go: whether every hour of the day has the people it needs, whether anyone breaks a working-time limit, and what the week will cost. When it is right you publish it, and everyone on it is told.
Does EasyBee check the Working Time Regulations?
It checks the limits you set, and you can start them from a preset. The United Kingdom presets fill in the Working Time Regulations 1998 numbers, 48 hours a week averaged over 17 weeks, 11 hours' rest, a 20-minute break after 6 hours, each shown with the regulation it comes from. They are a starting point rather than legal advice: check them against your own contracts and agreements.
Can staff clock in and out with EasyBee?
Yes, from their own phone, from the web, or at a shared kiosk by the door where each person taps their name and enters their own PIN. A site can ask where the phone is and flag or refuse a clock from outside its radius, and can take a photo with each kiosk clock. Each week's clocked hours sit beside the scheduled ones on a timesheet, which a manager corrects if needed and approves once the week is over.
Does EasyBee track holiday allowances?
Yes. A contract type gives an allowance in days or hours, built up month by month from a yearly figure in proportion to the person's weekly hours, or as a share of the hours they actually worked. Each request shows the balance it leaves, the balance is a ledger anyone can follow, and what is left above a carry-over cap expires at the end of the leave year.
Can I export the hours for payroll?
Yes. The payroll export lists each shift as worked, from its clock record or else its published hours, priced with the same rates, overtime and premiums as the labour cost. You choose the columns and their headings to match what your payroll provider imports, one row per shift or per person, and download it as a CSV.
Can staff swap shifts without the manager redoing the rota?
Yes. A person offers a published shift to a named colleague or to anyone who can take it. A colleague takes it up, the manager approves with one tap, and the rota changes with everyone told. Nobody can take a shift for a position they do not hold, and the working-time rules still apply.
How does EasyBee work out labour cost?
Each person has an hourly rate, or a yearly salary, from a date, so a raise never rewrites last month. Hours past a contract's daily or weekly overtime threshold cost its overtime multiplier, and night, weekend and public-holiday hours cost their premiums. The week's planned and published cost sit above the rota against each site's weekly budget, and the publish review shows the change before anyone is told.

The rota, time clock and leave, with the rules and the cost built in

Set it up with your own team and see it running this week. No card required.