Rotation series help Managers and Billing users create repeating shifts for a profile instead of entering each date separately.
Create a rotation series
On the website:
- Open Scheduling and select the profile.
- Select Rotation series.
- Select New series.
- Enter a clear Series name.
- Choose a Service code if one applies.
- Set the start and end times. Overnight hours are supported.
- Select the days of the week.
- Choose a rotation:
- Fixed assignment uses the same staff on every selected day.
- A / B weeks alternates between two staff assignments each week.
- Assign staff to the available slots.
- Add shift notes if needed.
- Choose Draft or Published.
- Select Save series.
BEHCA generates dated shifts from the series two weeks ahead. A published series creates published shifts that assigned staff can see. A draft series remains manager-only.
A / B week rotations
Use A / B weeks when staffing alternates every week.
Set Week A starts to a date in the week that should use the Week A assignment. BEHCA uses that week as the starting point and alternates between Week A and Week B.
Edit the recurring pattern
Open Rotation series, find the series, and select Edit. Changes to the series rebuild its future generated shifts while preserving customized dates.
Edit the series when you want to change the repeating:
- Days
- Hours
- Service code
- Staff rotation
- Notes
- Draft or published status
Change only one date
Select a generated shift on the weekly calendar and edit it like a normal shift. BEHCA marks that date as a one-day exception and leaves the series pattern unchanged.
The exception stays in place when the series is edited again. Select Edit series from the shift when you intended to change the recurring pattern.
Deleting one generated shift also keeps that date as an exception so the series does not recreate it.
Delete a series
Open the series, select Delete series, and confirm.
Deleting a series removes its future generated shifts. One-day exceptions are kept because they were intentionally customized.
Conflict warnings
BEHCA checks the generated assignments for overlapping staff shifts and displays weekly-hour information. Resolve warnings by changing the times or staff when possible.