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How to build a rota using drag and drop

RotaCloud's drag-and-drop rota builder lets you create compliant, budget-friendly rotas in minutes — no spreadsheets, phone calls, or WhatsApp messages required.

Getting started

  1. Go to Rotas in the main navigation.
  2. Select the week you want to schedule and click Create Rota.
  3. Drag staff members from the sidebar onto shift slots in the calendar grid.
  4. Adjust shift start/end times by clicking a shift block and editing the details panel.

Tips for faster scheduling

  • Use colour-coded roles (e.g. senior carer, support worker) to spot coverage gaps quickly.
  • Check the budget indicator at the top of the rota to stay within labour cost targets.
  • Save your layout as a rota template if the same pattern repeats weekly.

Publishing your rota

When you're happy with the schedule, click Publish. Staff receive automatic shift notifications via the RotaCloud employee app — no manual messaging needed.

Need help? Our UK-based support team is available free, forever.

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