HomeDaily/weekly staff rota generation and substitution managementScheduling & Attendance ManagementDaily/weekly staff rota generation and substitution management

Daily/weekly staff rota generation and substitution management

Purpose

1.1. Automate daily/weekly staff rota generation, covering resource allocation, skill matching, shift preferences, legal compliance, and fair workload distribution.
1.2. Manage timely substitutions for absences, including notifications, confirmation tracking, and last-minute changes.
1.3. Integrate shift calendars, HR databases, leave management, and communication channels.
1.4. Ensure visibility and auditability of changes, compliance records, and staff acknowledgment.

Trigger Conditions

2.1. Calendar event (start of week/day).
2.2. Approved staff leave or absence request.
2.3. Unplanned call-off or emergency absentee message.
2.4. HR roster updates (new hires, terminations, availability edits).
2.5. Shift change requests or swap approvals from staff portal.

Platform Variants


3.1. Google Calendar
• Feature: API – Events.insert; auto-generate rotas and push to shared calendar.
• Setting: Service account key, staff calendar IDs.

3.2. Microsoft Outlook 365
• Feature: Graph API – /me/calendars/{id}/events; create recurring shifts/events.
• Setting: Register app, acquire calendar access tokens.

3.3. Deputy
• Feature: ShiftManagement.create; auto-publish new rota, handle swaps.
• Setting: OAuth2 token, location ID, employee IDs.

3.4. When I Work
• Feature: POST /shifts; programmatic shift scheduling based on templates.
• Setting: API key, location/group configuration.

3.5. ADP Workforce Now
• Feature: API – Add/Modify Schedule; sync HR and rota details.
• Setting: OAuth2 credentials, employee identifiers.

3.6. BambooHR
• Feature: PTO Requests API, Employee data pull; cross-check leave/conflict.
• Setting: Company domain, API key.

3.7. Paycom
• Feature: Schedules endpoint; auto-adjust paid hours/shifts.
• Setting: OAuth details, employee roster synchronisation.

3.8. Paylocity
• Feature: Scheduling API, ShiftAssignment; handle auto-adjustments.
• Setting: API secret, Employee/Department codes.

3.9. Slack
• Feature: chat.postMessage; rota push, substitution notifications.
• Setting: Bot token, mapped staff channels.

3.10. Microsoft Teams
• Feature: Send Activity Notification API; alert on coverage gaps/changes.
• Setting: App registration, team/channel mapping.

3.11. Twilio SMS
• Feature: Message API; send out-of-app SMS alerts for changes.
• Setting: Phone number pool, API SID/token.

3.12. SendGrid
• Feature: Mail Send API; email rota and substitution confirmations.
• Setting: API key, staff group contact lists.

3.13. SAP SuccessFactors
• Feature: API ScheduleManagement; integrate shift plans with HR records.
• Setting: OAuth connection, org unit mapping.

3.14. Zoho People
• Feature: Attendance/Shift API; auto-sync with leave/attendance logs.
• Setting: Auth token, shift policy IDs.

3.15. Asana
• Feature: Task API; create “assigned” shift tasks with due dates.
• Setting: Personal access token, team/project IDs.

3.16. Monday.com
• Feature: Boards API; generate weekly scheduling boards, assign staff.
• Setting: API token, workspace/board structure.

3.17. Jotform
• Feature: Form Submission Webhook; vacation/swap requests trigger updates.
• Setting: Webhook endpoint, field mapping.

3.18. Salesforce
• Feature: Work.com Shift Management; assign/reassign and alert workers.
• Setting: Connected app creds, record types.

3.19. HubSpot
• Feature: Workflow API; trigger follow-up comms on schedule changes.
• Setting: API key, workflow triggers.

3.20. DocuSign
• Feature: Envelope API; capture legal acceptance of rota/substitution policy changes.
• Setting: Integration key, template selection.

3.21. Workday
• Feature: Human Capital Management API; update approved shift/absence logs.
• Setting: OAuth client, org reference IDs.

3.22. Zoho Flow
• Feature: Automation workflow; connect HR, scheduling, and alert systems.
• Setting: App connections, trigger events.

Benefits

4.1. Reduces manual rota generation and errors.
4.2. Ensures regulatory and contractual compliance.
4.3. Improves speed and reliability of substitution management.
4.4. Boosts transparency, staff satisfaction, and communication.
4.5. Enables integration of attendance, leave, and shift data for optimization.

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