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Create a Rota

Rota is a schedule that shows the days and times that employees are required to work. With Workmax, you can create rotas for your employees, assign shifts, and track their attendance. This guide will show you how to create a rota in Workmax.

How to Create a Rota​

Manager or Admin Profile​

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Rotas and shifts" section.
  3. Click on the "Add new rota" button.
  4. Enter the rota details.
    • Name
    • Description
    • Location - The location where the rota will be used.
    • Yes/No - If employees are required to clock in/out within the location radius.
    • Location radius - The distance from the location where employees can clock in/out.
    • Yes/No - If employees are required to clock out with an image.
    • Start date - The start date of the rota.
    • End date - The end date of the rota. (Leave blank if the rota is ongoing)
  5. Click on the "Save & continue" button.
  6. Assign members you want to add to the rota.
  7. Review the rota details and click on the "Save" button.

Workmax will now create the rota and assign the members you selected. You can view the rota details and make changes at any time. If you have any questions or need help, please contact Workmax Support.