Wizard

Wizard

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Rota wizard for your team

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Wizard
Wizard
Rota
Office
Platform
Tools

Schedule

Build and publish the rota for your branch.

Shift types
Roles * (or tick Joker)

Joker = can cover any role (not any department — Marketing/Commerce slots stay in Commerce). Shift types set above: Prefer not = use them only as a last resort, Never = keep them off that kind of shift entirely.

Pulse i

Select a scope above.

Normative i

Contract hours available vs coverage required at standard lunch — no OT or premiums.

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.). Public holiday and evening extras are under Settings → Hour multipliers.

Eligible departments

Settings

Your account, branch look, scheduling rules, roles, and departments.

My account

Change your password and profile photo. Works even if you’re not linked to a Team person yet (photo needs a link).

Signed in as

Role

Language

Change password

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 public 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).

Time zone

Where this office is, which decides what it calls today. The server runs on UTC, so without this an office ahead of London rolls over to tomorrow while its last shift is still being worked.

Data retention

How long this office keeps records before they are deleted for good. Rotas and leave are kept for as long as employment law requires — six years in the UK, seven in Sweden under bokföringslagen. Set these to what your own country requires.

Office hours

Which days this branch is open, shop open/close times, and when staff should arrive. Public 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.

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Hour multipliers

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

Public holidays

Office closed on these dates — scheduler skips them and the rota shows a blue column.

    Roles

    Skill tags. Change the label people see (Cashier → Consultant). Built-in codes stay fixed so Ops8h / Dealer rules keep working. ↑↓ changes list order.

    CodeLabelIn use
    -

    Rota row order

    ↑↓ sets which department block appears first on Schedule and Team. Built-in names (Operations, Dealer, …) cannot be renamed — they gate shift eligibility. Add extra departments below; reassign staff before deleting a custom one.

    # 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).

    Leave calendar

    Everyone’s holidays and days off across the year — one view for the office.

    Select a day

    Click a day on the year grid to see who’s off.

      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

          Pending requests can be withdrawn. Approved leave needs an admin to remove.

          StaffDatesTypeHoliday bal.StatusNote

          Shift swaps

          Colleague accepts, then admin confirms.

          FromToAssignmentStatusNote

          Admin

          Manage Staff and Admin logins for this office.

          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
          • Create Staff and Admin logins for this office; link them to a Team person
          • Activate, deactivate, reset passwords, and switch people between Staff and Admin
          • Cannot create offices, Country Admins, or Superadmins

          Add a user

          Creates a login for this office. Leave the password blank to email a set-password link. You can also invite someone straight from the Team register.

          Office users

          Logins scoped to this branch. You can manage Staff and Admin accounts; Country Admins and Superadmins are managed by a Superadmin.

          EmailNameRolePersonActive

          Superadmin

          All offices, platform users, and system status.

          Countries

          Add a country before its first office so holidays, pay day and leave year are right from the start. Preset slugs se and uk fill timezone, defaults and public holidays; any other slug needs a name.

          IDNameSlugCodeTimezone

          Branches

          Create an office, then switch into it with the Office control in the sidebar. It starts with its country's holidays, entitlement and working-time rules, all editable afterwards in that office's Settings. As Superadmin you already have Admin tools — a separate Admin login is optional.

          IDNameSlug

          People working away

          Planned stays at another office. The person stays on their own office's books — hours, holiday and pay do not move — while the host office can put them on a shift. To arrange one, open that office's Team page and use Transfer on their row. A one-off sick cover needs nothing here: the office can pull in a colleague straight from the rota.

          PersonHome officeWorking atFromToNote

          Hours across the country

          What each person actually worked in the month, wherever they worked it, and how much of each office's cover came from visitors.

          OfficeWorked hereOwn peopleCovered by visitorsTransferred out
          PersonHome officeTotal hoursAwayWhere

          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 Country Admin Superadmin
          Own schedule / Overview / RequestsYesYesYesYes
          Adjustments, Team, Statistics, Shifts, Settings, Log—YesYesYes*
          Publish / edit rota; approve leave & swaps—YesYesYes*
          Create / activate / reset Staff and Admin logins in an office—YesYesYes*
          Switch a login between Staff and Admin; link it to a Team person—YesYesYes*
          Switch between offices——Own countryYes
          Create offices; edit country defaults——Own countryYes
          Delete an office (never the last one in a country)——Own countryYes
          See and manage every login, including Country Admins——Own countryYes
          Delete a login——Own countryYes
          Reach another country's data———Yes
          Create / delete countries———Yes
          Grant Superadmin; manage a Superadmin login———Yes
          System snapshot———Yes

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

          draft
          - - -

          Loading rota…

          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.

          TimeWhoActionDetail

          Help

          Guide for your login role.

          Loading help…

          Version history

          What changed in each release.

          Loading version history…

          Wizard

          Search help

          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

          Shift

          Public holidays

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

          Add a public holiday

          Marked dates

            Choose a new password

            Your account still uses a password that was issued to you. Pick your own to carry on.

            Edit user

            Update login details for this account.

            Confirm

            Change history

            Amendments and overrides for this rota

            When Who Change Reason

            No amendments recorded yet.

            Notifications