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Help › Appointments (jb.agenda)

Making, sharing and swapping the rota

Set up shifts, share the week with the team, let everyone confirm and swap shifts with approval.

  1. Open Appointments > Rota and choose the week. Tap + Shift to put someone on the rota, or copy a week with Copy week.
  2. Until you share the week it is a draft: only the people who make the rota see it.
  3. Tap Share with the team. Everyone with shifts that week hears about it. Change something afterwards and only the person it is about hears about it.
  4. Each team member opens My rota on their phone and taps Confirm (or all at once). The rota shows a tick next to whoever confirmed.
  5. Someone can't make it? Their shift has Offer to colleagues. A colleague taps Take this shift, and you approve or decline the swap at the top of the rota.

With jb.people, leave and sickness show as Away in the rota (only the owner sees why), and contract hours show next to the planned hours. Someone who is away cannot be put on the rota.

Appointments (jb.agenda)

Can't find it? Mail us at support@jb.tools, or use "Question or idea" at the top of the app.