Wizard

Wizard

Sign in

Rota wizard for your team

Ask Roland or Maryna for an account.

Wizard
Wizard
Rota
Office
Platform
Tools

Schedule

Build and publish the rota for your branch.

Roles * (or tick Joker)

Joker = can cover any role (not any department — Marketing/Commerce slots stay in Commerce). Avoid Ops = soft preference (still fills empty Ops slots if needed).

Pulse i

Select a scope above.

Worth a look i

Supportive prompts — check-ins, not scorecards.

Workload fairness i

Effective hours (with day/evening premiums) — aim for a fair spread.

Coverage mix i

Where hours sit by role and shift family — tap or focus a colour for meaning.

Recognition i

Thank and protect the people carrying load — celebrate skill, not only totals.

Leave portfolio i

Holiday used / allowance / remaining for the selected year. Open a profile for leave detail or to gift days.

Name Department Used / allowance Remaining Status

Pay × sets this code’s rate (0 = unpaid, 1 = normal, 1.25 = weekend premium, etc.). Bank holiday and evening extras are under Settings → Hour multipliers.

Eligible departments

Settings

Branch look, scheduling rules, roles, and departments.

Branch branding

Office name and logo shown on sign-in and in the sidebar. Use a public HTTPS image URL (PNG, SVG or JPG), or a path like /static/tavex-logo.png. Colours follow the Tavex brand.

Preview
Logo preview Enter a logo URL to preview

Scheduling rules

Optional constraints for this branch. Uncheck to turn a rule off.

Leave policy

Annual holiday entitlement for this branch. Holiday counts as 1 day, Half Day as 0.5. Sick, Unpaid, Off, Doctors, WFH and bank holidays do not reduce the balance. Per-person overrides are on Team / Profile.

Pay period

Salary window used when generating a rota with Pay period. Runs from this day of the month to the day before the next month’s same day (e.g. 5 → 5th–4th, or 1 → 1st–last day of month).

Office hours

Which days this branch is open, shop open/close times, and when staff should arrive. Bank holidays still close the office on those dates. New rotas follow these days.

Per-day open/close (optional — leave blank to use defaults)

DayOpenClose

People overview

Workforce hours, rankings, and holiday balances live on the Statistics tab. Edit entitlement and open days in Office hours / Leave policy above; manage people on Team.

—

Hour multipliers

Reporting only — used in Hours and Statistics. Weekend rates are set per shift under Shifts → Pay ×. Settings only add bank holiday and evening on top of capacity = (clock − lunch) × shift coefficient. Does not change weekly max-hour caps. Not payroll.

Roles

Skill tags (e.g. dealer, packer). Use “Daily must-have roles” when generating. ↑↓ changes list order.

NameLabelIn use
-

Rota row order

↑↓ sets which department block appears first on Schedule and Team (e.g. Client Support, then Operations). Also gates shift eligibility — reassign staff before deleting a department in use.

# Name Staff
- -

Overview

Leave, hours, and a simple downloadable report.

Credited hours (midweek + Saturday × shift coefficient) and OT to pay above the weekly contract (default 40h).

One month — midweek hours, Saturday × coefficient, credited total, contract, and OT to pay. For salary / schedule checks (not official payroll).

Adjustments

Sick/off, overtime or early finish, and desk lunch for today. Fill gaps on the Schedule grid.

Mark sick / off

Converts their shifts to leave and opens gaps to fill on Schedule.

Hours

Overtime after their last shift, or bring finish time forward.

1h

Lunch at desk

One-off for today. For usual desk lunch (cashiers / dealers), turn it on in their Profile.

Day overview

What’s not OK

    Absences overview

      No sick days, appointments or leave in this rota period.

      No rota open

      Create or open a schedule first, then use Adjustments for day-of changes.

      Leave

      Dealer approves or rejects.

      StaffDatesTypeHoliday bal.StatusNote

      Shift swaps

      Colleague accepts, then admin confirms.

      FromToAssignmentStatusNote

      Admin

      Manage staff logins for this office. Staff must already be on the Team register.

      You are Superadmin — you already have full Admin tools for the selected office (use the Office switcher). Manage all logins in Superadmin → Users. No separate Admin email is needed per office.

      Your rights

      What this office Admin role can do.

      • Publish and edit the rota; same-day cover
      • Approve leave and shift swaps
      • Manage Team, Shifts, Settings, and the activity Log
      • Invite staff logins from Team; activate or reset passwords for staff in this office
      • Cannot create offices, other Admins, or Superadmins

      Invite to Wizard

      Staff logins are created from the Team register — open a person and choose Invite to Wizard.

      Open Team register

      Office users

      Logins scoped to this branch. You can activate or reset Staff accounts only.

      EmailNameRolePersonActive

      Superadmin

      All offices, platform users, and system status.

      Branches

      Create a UK retail office, then switch into it with the Office control in the sidebar. As Superadmin you already have Admin tools — a separate Admin login is optional.

      IDNameSlug

      Users

      All logins across every office. Prefer Team → Invite to Wizard for Staff. Use this form for Admin / Superadmin (Staff create still works if needed). Superadmin does not need a separate Admin account per office.

      Email Name Role i Branch i Person i Created i Status i Actions

      System

      Read-only snapshot of this deployment.

      Demo wipe is enabled (TAVEX_ALLOW_DEMO_WIPE=1). This resets schedules and reseeds demo data.

      Rights

      What each login role can access. Enforced in the API as well as the UI.

      Capability Staff Admin Superadmin
      Own schedule / Overview / RequestsYesYesYes
      Adjustments, Team, Statistics, Shifts, Settings, Log—YesYes*
      Publish / edit rota; approve leave & swaps—YesYes*
      Invite / activate / reset office staff logins—YesYes*
      Create / delete offices; switch office——Yes
      See / create / delete all users; change roles——Yes
      System snapshot——Yes

      * Superadmin has full Admin tools for the office selected in the sidebar switcher — no second Admin login required.

      draft
      - - -

      No rota yet

      Set up the office once, then generate a pay-period schedule.

      1. 1 Add your team
      2. 2 Check shift codes
      3. 3 Generate the rota

      No published rota yet

      When your admin publishes the rota, your shifts will show up here.

      Activity log

      Recent changes for this branch — newest first.

      TimeActionDetail

      Help

      Guide for your login role.

      Loading help…

      Wizard

      New rota

      Set the period and daily role coverage.

      1. 1Period
      2. 2Shifts
      3. 3Review
      Period length
      Salary window: 5th → 4th of next month.

      Daily must-have roles

      Minimum people per role on Mon–Fri and Saturday. Saturday lead = Dealer/Manager (either role). Cashier is separate.

      Working…

      Profile

      Unavailability

      Mark a range

      to
      Sundays are skipped automatically. Off shows green, Holiday shows grey on the schedule grid.

      Marked dates

        Bank holidays

        The office is closed on these dates. The scheduler skips them entirely and the grid blocks the row in blue.

        Add a bank holiday

        Marked dates

          Edit user

          Update login details for this account.

          Confirm

          Change history

          Amendments and overrides for this rota

          When Change Reason

          No amendments recorded yet.

          Notifications