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Edit a Rota

To edit a rota in Workmax, you must have a manager or admin account. This guide will show you how to edit a rota in Workmax.

How to Edit a Rota​

note

Rota changes will affect new shifts only. Existing shifts will not be updated.

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. Select the rota you want to edit from the list of rotas.
  4. Click the "⋮" icon.
  5. Select the "View" option.
  6. Click the "Settings" link.
  7. Edit the rota details.
    • Name
    • Description
    • Location
    • Yes/No - If employees are required to clock in/out within the location radius.
    • Location radius
    • Yes/No - If employees are required to clock out with an image.
    • Start date
    • End date
  8. Click on the "Save" button.

Workmax will now update the rota with the new details. You can view the updated rota details at any time. If you have any questions or need help, please contact Workmax Support.