Rotas Integration in Dash SaaS

Rotas settings

• The Rotas Settings allows you to configure the rotas section settings and preferences with a “Save Changes” button to apply modifications.
• You can use the Settings include toggle options: Show Employee Rotas Price, Show Employee Avatars, Hide Employee Hours, Include Unpublished Shifts, and Employees See Only Themselves.
• Below the toggle section, you’ll see the Calendar Settings let you configure the week to start from the drop-down, or Year Starts from the drop-down option.
• Furthermore, you’ll get to see shift notes offers three visibility ratio buttons options: Only admins and managers can see shift notes, Employees can only see notes for their own shifts and open shifts, or Employees can see shift notes for everybody.
• Break Settings provides two ratio buttons options: Paid Break or Unpaid Break for managing employee break time policies.

Rotas Work Schedule Settings

• The Work Schedule Settings allow you to configure working days and off days for the organisation, with a “Save Changes” button to apply changes.
• Each day of the week (Monday through Sunday) has a toggle switch to set as either “Working” (green toggle on) or “Off” (grey toggle off).
• The Schedule Summary panel displays an organised overview with Working Days count and Off Days count, along with colour-coded lists showing which days are working (green dots) and which are off (red dots).

Branches

• To create a new branch, click the “Create” button in the Branches section and enter the branch name, then click “Create” to save.
• The list page displays all existing branches in a table with available action options to edit or delete each entry.

Departments

• To create a department, click the “Create” button in the Departments section, enter the department name, and select the branch from the dropdown (which comes from the branches section), then click “Create”.
• The list page shows all existing department records in a table with available action options to edit to modify, and delete to remove data.

Designations

• To create a designation, click the “Create” button in the Designations section, enter the designation name, select the branch from the dropdown menu (which comes from the branches section), and then select the department from the dropdown (which comes from the department section).
• The list page displays all designations in a table showing the designation name, associated branch, department, and action buttons for editing or deleting unwanted entries.

Employee Document Types

• To create a new document type, click the “Create” button, enter the document name and description, and toggle the “Is Required” switch if the document is mandatory for all employees.
• The list page displays all document types in a table showing the document name, description, requirement status, use action column to edit the record or delete data.

Shifts

• To create a shift, click the “Create” button in the Shifts section, enter the shift name, select the start time and end time, specify break start and break end times, and check the “Night Shift” checkbox if applicable, then click “Create”.
• The list page displays all shifts in a table showing shift name, start time, end time, break start, break end, night shift status, and use edit to modify or delete to remove action buttons for managing each shift.

Announcement Categories

• To create a new category, click the “Create” button in the Announcement Categories section, enter the name and click “Create”.
• The list page displays all categories in a table with options to edit or delete each category. These categories help employees filter and find relevant announcements more efficiently.

Manage Rotas

• The Manage Rotas page displays a weekly schedule grid with employees listed in rows and dates in columns, showing shift assignments and day-off schedules.
• Filter options at the top include “All Branches,” “All Departments,” and “All Designations” dropdowns (this All dropdown is generated from the system setup), with date navigation arrows, and clicking the “Clear Filters” button to clear specific filter data.
• Action icons in the top right provide quick access to copy, send, download, email, and share rotas functionality.
• Each employee row shows their name, status, and total cost, with grid cells for each day displaying either an “Add shifts”, a “Day Off” label, or highlighted cells indicating available shift slots.
• The weekly column headers display the day name and date. Clicking the “Add shift” button. Add Start Time and End Time, Break Time, Notes text area for shift details, and an Availability Information section showing Total Available, Already Scheduled, and Remaining hours.
• The bottom row shows “Total” with hourly summaries for each day column, providing a quick overview of total scheduled hours per day.

Manage Employees

• To create a new employee, click the “Create” button in the Employees section. Fill in the employee details including Employee ID (auto-generated), personal information (date of birth, gender), employment details (joining date, employment type, shift assignment), address information, emergency contact details, bank account information, and salary details (basic salary, hours per day, rate per hour). Select the branch, department, and designation from dropdowns, and upload required documents based on document types.
• The list page displays all employees in a table showing employee ID, name, branch, department, designation, employment type, and action buttons for viewing, editing, or deleting employee records. Use filters to search by branch, department, or employment type.

Manage Announcements

• To create an announcement, click the “Create” button in the Announcements section. Enter the title and description, set start and end dates for the announcement period, select priority level (low, medium, high), choose the announcement category, and select target departments. The announcement starts in draft status and can be activated later.
• The list page shows all announcements with title, category, priority, status, dates, and target departments. Use the status update feature to change announcements from draft to active or inactive. Filter announcements by category, priority, or status.

Leave Management

• To create a leave application, click the “Create” button in the Leave Applications section. Select the employee, choose the leave type, set start and end dates (system automatically calculates total days), enter the reason, and optionally attach supporting documents. The system checks for overlapping dates and available leave balance before submission.
• The list page displays all leave applications showing employee name, leave type, dates, total days, status (pending/approved/rejected), and action buttons. Managers can approve or reject applications with comments. The system tracks leave balances and prevents conflicts automatically.