Workforce → Rota planner is a weekly grid where you assign staff to morning, afternoon and extended-access sessions, in specific rooms — with the planner watching for problems as you go.
Building a week
- Work across the weekly grid assigning staff to AM/PM sessions (plus extended access if configured), choosing the session type and room.
- Double-booking is prevented — the planner blocks assigning someone to two places at once.
- Approved leave and bank holidays overlay the grid, so you don't rota someone who's away.
- A rules engine checks the plan against your staffing rules and flags breaches — hard breaches to fix, soft ones to consider.
Publish and amend
Draft rotas can be worked on safely, then published — staff can be notified, and later amendments go through the same publish flow so everyone stays on the same version.
Fairness and export
- The fairness view shows how sessions are distributed across staff over time — useful for evening out unpopular slots.
- Export to CSV for anything you need outside Nexus.
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