# Set up the team and hand over a shift

For restaurant managers and shift leaders. Give each person the access needed
for their work, publish the intended plan, and check actual time records at
handover.

| Stage                   | Guide                                                       | Verify                                                           |
| ----------------------- | ----------------------------------------------------------- | ---------------------------------------------------------------- |
| Define access           | [Roles and permissions](/staff/roles-permissions)           | Intended permissions; broad master access only where justified   |
| Add the person          | [Employees](/staff/employees)                               | Active status, role, correct account link, and allowed locations |
| Prepare schedules       | [Rota settings](/staff/rota-settings)                       | Templates, staffing assumptions, rates, and configured checks    |
| Plan the week           | [Rotas](/staff/rotas)                                       | Coverage and saved draft for the correct dates and location      |
| Review a proposed plan  | [Autopilot](/staff/rota-autopilot)                          | Every proposed assignment, gap, and incomplete cost              |
| Publish and communicate | [Rotas](/staff/rotas#review-and-publish)                    | Published version and deliberately chosen notifications          |
| Record work             | [Time tracking](/staff/time-tracking)                       | Correct person and location; actual clock-in/out and sync state  |
| Close the shift         | [Opening and closing](/troubleshooting/opening-and-closing) | Open time records resolved with the shift leader                 |

## Before service

Check who is on shift, changes since publication, known absences, and coverage
for the booking demand. Confirm staff have normal access to the working location
and know the changed menu or service instructions. A published plan or
notification count is not proof that everyone has acknowledged the change.

## At handover

Review missing or active time records, failed clock sync, unresolved requests,
and the next service's coverage. Preserve original clock times on devices and
compare central records before making manual replacements.

Keep access credentials and HR records private. For import, assistant drafting,
and support, share only the information needed for that task. Configured rota
checks and cost estimates require manager review; they do not guarantee legal
compliance or payroll accuracy.