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 Schedule rotation in the profile schedule toolbar. A side panel opens with any existing series and + New 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 is a two-week rotation: staff, or an off week with no shift.
- Under Ends, choose when the rotation should stop (see below).
- Assign staff or upcoming hires to the available slots.
- Add shift notes if needed.
- Choose Draft or Published.
- Select Save series.
You do not choose how far ahead to generate. BEHCA automatically creates dated shifts about 90 days ahead and keeps extending that window until the series ends. A short note at the bottom of the Schedule rotation panel states this. A published series creates published shifts that assigned staff can see. A draft series remains manager-only and is not auto-extended the same way.
Times and dates follow your account’s 12/24-hour and date format settings.
When the series ends
In the series form, Ends has three options:
- Never — keeps generating until you change or delete the series
- On a date — last calendar day included in the rotation
- After weeks — number of weeks (1–52), counted from today when you save
Pick Never for ongoing coverage. Use a dated or after-weeks end when the rotation is temporary (for example, a summer pattern).
A / B week rotations
Use A / B weeks for a two-week rotation: different staff each week, or an off week with no shift.
Set Week A starts to the first date that should have a shift. The week containing that date is Week A (Monday–Sunday). BEHCA does not create shifts before this date, even if that week started earlier.
Each week can be Staffed or Off — no shift:
- Staffed — assign people to that week’s slots (same as before). Unfilled slots still create an open shift.
- Off — no shift — BEHCA does not create shifts that week. Coverage and My Schedule stay blank for those dates.
At least one week must be Staffed. A staffed week still needs at least one person.
Staff every other week
To schedule someone every other week with no shift on the off week:
- Choose A / B weeks.
- Set Week A starts to their first working day (not necessarily Monday).
- Assign them under Week A.
- Set Week B to Off — no shift.
The side panel summarizes this as “Rotates weekly: A week / off week.” You can add staff to the off week later by switching it back to Staffed.
Edit the recurring pattern
Open Schedule rotation, find the series in the side panel list, 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
- End date / after weeks / never
- 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 Schedule rotation, select the series in the side panel, choose 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.