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# 🧭 How to create a shift rota step by step in haddock HR

In haddock HR, shift planning is organized into three key steps:
**1. Create the work shifts → 2. Create a shift rota → 3. Assign it to employees.**

Once that is done, you can check that everything is properly planned and ready to go. Below we explain each step in detail:

---

### 1. Create the work shifts

Before you can assign shifts, you need to define what shift types exist: their schedule, name, color, and on which days they can be used.

### ➤ How are they created?

1. Go to the **"Shifts"** section.
2. Click the **"+"** button to create a new shift.
3. Fill in the following fields:

  - **Type**: select **Work shift**.
  - **Shift name** (e.g. Morning, Afternoon, Night).
  - **Schedule**: start and end time.
  - **Plannable days**: select the days on which this shift can be applied (e.g. Monday to Friday).
  - **Break (optional)**: add a break if needed.
  - **Color**: choose the color you want this shift to have in the rota.
4. Save.

✅ These shifts will be available when building shift rotas or assigning them manually. Choosing a distinct color helps you read the rota at a glance.

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/how-to-create-a-shift-rota-step-by-step-in-haddock-hr/images/01-how-are-they-created.png)

---

### 2. Create a shift rota

A shift rota is a sequence of shifts that repeats over several days. It is ideal for rotating and repetitive schedules.

### ➤ How is it set up?

1. Go to the **"Shifts"** section.
2. At the bottom, click the **"Shift rotas"** tab.
3. Click the **"+"** button (or **"More"**) to create a new rota.
4. Give the rota a **name**.
5. Define the rota **length** (in days):

  - For example: 7 (full week), 14 (fortnight), 21 (three-week cycle).
  - **Day 1** corresponds to Monday, **day 7** to Sunday.
6. To build the rota:

  - In the left panel, select the shift you want to add.
  - In the center, click the days of the rota where you want to apply that shift.
  - Right-click and select **"Paste shift"**.
7. If you make a mistake when assigning shifts:

  - Use the **left mouse button** to select the shifts you want to delete.
  - Then **right-click** and select **"Delete shift"**.
8. Repeat the process until the sequence is complete.
9. Save.

🌀 You can create several different rotas for different groups, weekend shifts, or specific rotations.

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/how-to-create-a-shift-rota-step-by-step-in-haddock-hr/images/02-how-is-it-set-up.png)

---

### 3. Assign the shift rota to a person

Once the rota is created, the next step is to assign it correctly to each employee. This is done from their profile.

### ➤ How is it assigned?

1. Go to the **"Employees"** section.
2. Select the person you want to assign the rota to.
3. In their profile, open the **"Shift rotas"** tab.
4. Click the **"+"** button (or **"More"**) to add a new assignment.
5. Fill in:

  - The **shift rota** you want to apply.
  - **Start date**: the date from which it begins to apply.
  - **Index**: indicates which day of the cycle corresponds to the first day of the assignment.

    - If you start on a **Monday**, the index should be **1**.
    - If you start on a **Tuesday**, the index should be **2**.
    - If you start on a **Sunday**, the index should be **7**.
6. Save.

🎯 Choosing the right index is essential so the shift sequence is displayed correctly and does not become offset.

---

### 4. Check that planning works correctly

Once you have the shifts and rotas assigned, make sure everything is configured correctly.

### ➤ How do you check it?

1. Select **"Planning"** from the main menu.
2. Choose the **group** you want to review.
3. Define a **wide period**, for example a full month.
4. Click the **"Plan"** button.

haddock HR will automatically unfold the shift rotas according to the assignments made. If everything is configured correctly, you will see the complete rota without errors.

🔍 You can make manual adjustments if you need specific changes.