Printing and Exporting a Rota

There are currently two ways to print a rota in the system:

• Printable Rota page
• Direct printing from the rota page

Each option offers slightly different functionality, as outlined below.

1. Using the Printable Rota Page

⚠️ Important:
The employee order on the printed/exported rota will not match the order shown on the rota page if it has been rearranged (e.g. by position).

Printing a Rota or Sign-off Sheet and Exporting a Rota to Excel

1. Click the newspaper icon in the top banner.
2. Navigate to the Printable Rota page.
3. Use the calendar icon (top left) to select the required week

Selecting any date will automatically select the full week

• Select the relevant area tab (e.g. FOH & Bar or All)
• Click Print Rota or Sign-off Sheet at the top of the page.
• Click Export to Excel

2. Printing Directly from the Rota Page

The new print functionality is available directly from the rota screen using the printer icon.

Key Features

• Prints or Exports the rota for the currently selected area and selected week
• Option to switch to “All Areas” to print the full rota
• Maintains the exact employee order shown on the rota page
• Can be:
  • Printed
  • Saved as a PDF
  • Saved to OneNote
  • Fax

Summary

Feature	Printable Rota Page	Rota Page Print (New)
Employee order	❌ No	✅ Yes
Export to Excel	✅ Yes	❌ No
Print sign-off sheet	✅ Yes	✅ Yes
Area selection	✅ Yes	✅ Yes (by switching Area using dropdown)
Includes holiday	✅ Yes	❌ No
Shows transferred shifts	✅ Yes	✅ Yes (not highlighted)
Highlight transferred shifts after printing	❌ No	❌ No
Best for	Reports & exports	Quick, accurate printing