The Drafting Bench is designed to assist with the planning and building of your Rotas. The concept is simple. Add your staffing requirements into the Drafting Bench before allocating the shifts to your employees. The Drafting Bench shows which shifts have already been added to the Rota and how many more there are left to allocate.
This guide will look at:
Unticking ‘Drafting Bench’ has no effect on the Rota itself. Any requirements that you may have added to the Drafting Bench whilst it was displayed will be saved should you untick it.
At Step 2, where a Shift Rule is not appropriate, you can add manually inputted ‘Times’ instead.
The Drafting Bench automatically updates itself as you enter each requirement. You can close the sidebar at any time by selecting ‘Close’ (found at the bottom of the sidebar).
If you mistakenly add a Shift Rule that is already a requirement on the same day, it will be highlighted in blue as a ‘Duplicate rule’ and will not be added to the Drafting Bench should you attempt to save it.
It’s now time to allocate your shifts. Each requirement in the Drafting Bench shows the following:
Required - the number of shifts that need to be allocated.
Count - the number of shifts currently in the Rota.
As you allocate shifts to the Rota, the count will increase. Once the count equals the required amount, the requirement will turn paler in colour and be accompanied by a green tick.
Please note, you cannot use ‘Clear Schedule’ if ‘Restrict to Drafting Bench’ is on (see Additional Information).
All the allocated shifts will be removed from the Rota and the Drafting Bench updated.
All allocations in the Rota and all requirements in the Drafting Bench for that day will be removed. This is useful if you wish to start over again.
This restricts the adding of shifts to the Rota from anywhere other than the Drafting Bench. Shifts can only be dragged from the Drafting Bench into the Rota and vice versa.
*Located in Options, Filters & Preferences.
Without this restriction, you can add Shift Rules to the Rota from outside of the Drafting Bench. However, adding a Rule to the Rota that is not a current requirement in the Drafting Bench will only appear as a count but not a requirement. A red exclamation mark warns you that this may be an unwanted requirement.
Whether you have ‘Restrict to Drafting Bench’ turned on or not, it is best practice to load all of your requirements into the Drafting Bench first before allocating them using the recommended method.
By selecting ‘ Match Required to Count’, the Drafting Bench will update its requirements to mirror whatever shifts are currently allocated in the Rota. All other requirements will be deleted from the Drafting Bench.
This can also be achieved by selecting the ‘Match Required to Count’ button at the bottom of the ‘Bench Shifts’ sidebar, when you are inputting your requirements.
The Drafting Bench can be moved up and down your Rota by grabbing the white bar directly above it and dragging it.
Shift Rules are the building blocks of a Rota - use them to create your schedule.
Work with templates to quickly define your scheduling needs for the week.
Learn about some of the quickest ways to make changes to your Rota.