Documentation

Index

1) User Interface

• The Menu Bar
• The Shift and Time Off Details Panels
• The Employee Panel
• The Date Changer
• The Main Panel
• The Shifts Page
• The Time Off Page
• The Weekly Rota Page
• The Job Titles Page
• The Time Off Reasons Page
• The Employees Page
• The Reports Page
• The Options Window

• Adding Job Titles
• Deleting Job Titles
• Changing the Ordering Of Job Titles
• Add a Secondary Job Title for an Employee
• Delete a Secondary Job Title for an Employee
• Adding Employees
• Deleting Employees
• Changing an Employee's Details
• Changing an Employee's Colour
• Adding Time Off Reasons
• Deleting Time Off Reasons

• Creating a Shift
• Altering a Shift's Times
• Deleting a Shift
• Cut a Single Shift
• Copy a Single Shift
• Paste a Single Shift
• Cut a Day's Shifts
• Copy a Day's Shifts
• Paste a Day's Shifts
• Set the Job Title of a Shift

• Allocate an Employee to a Shift
• Ensuring Minimum and Maximum Working Hours

• Print the Rota for a Week
• Printing Rotas for Particular Groups of Employees and Shifts
• Printing Rotas for a Particular Job Title
• Printing Rotas for a Particular Employee
• Switch Off Colour Printing of Rotas
• Use Alphabetical Stacking Order of Employees on Rotas

6) Creating Time Off

• Create Time Off
• Altering Time Off Start and End Times
• Deleting a Time Off
• Cut a Single Time Off
• Copy a Single Time Off
• Paste a Single Time Off
• Cut a Day's Time Off
• Copy a Day's Time Off
• Paste a Day's Time Off
• Set the Time Off Reason of a Time Off

7) Allocating Time Off

• Allocate an Employee to a Period of Time Off

• Create a Backup of your Rotamatic Work
• Load a Rotamatic tcf Backup File
• Create a New Rotamatic File

• Sign up for a Clickatell Account
• Enter Clickatell account details into Rotamatic
• Send a Weekly Rota By SMS Text Message
• Send a Single SMS Text Message

• Enter Rotamatic website account details into Rotamatic
• Synchronize data with Rotamatic website

• Create a Report

• Sending a Message to Topcat Software

• Entering a Serial Number into Rotamatic