TUTORIALS/ GUIDE 14 · YOUR TEAM AND ROTA LAST UPDATED 2026-10-08

GUIDE 14 OF 22·6 STEPS·8 MIN·6 SCREENSHOTS

Run your team and rota

Invite the people who run your room — four clear roles, no per-seat charges — then drag the week’s rota together, publish it, and let everyone carry their own shifts in their pocket.

Every click shown— written from the product

STEPS
6
TIME TO FINISH
8 min
TEAM ROLES
4 roles
GUIDE 14 / 22 · SIX STEPS

The team

roles, shifts, hours — sorted4 ROLES · DRAG ROTA · PAYROLL EXPORT SETTINGS → TEAMFIG. 14 PHOTO · DADA DESIGN / PEXELS

The rota is where a restaurant’s week actually gets decided. TableSpark keeps it in the same place as service itself: invite your people once, give each the right role — there are four, and no per-seat charges — then drag the week together, publish it, and every team member carries their own shifts, hours and days off in their pocket.

Settings → TeamService → Servers → Rota

TUTORIAL FILM · 1:34Every click, recorded on the live TableSpark app. The written steps below carry the detail. Watch on YouTube ↗
TRY IT YOURSELFSTEP 1 / 14PRACTICE RUN — a safe copy, nothing real changes

Open Settings and click Team in the sidebar — your team list opens.

Settings on the General section, with Team listed in the sidebar
The Team page: the team list with roles and the Add a team member form below it
The Add a team member form with a practice email typed in, next to the role dropdown
The invite form with the Server role chosen and the Add button
The Discount permission card with Owner locked and ticked, Admin ticked, Editor and Server unticked
The Service console’s Floor view with the Servers icon in the left rail
The Servers view on the Tonight tab with the Tonight, Rota, Hours and Performance switch
The rota’s week view with the Day/Week switch, the preset pills and the Publish drafts button
Next week’s rota grid with an empty cell ready to add a shift
The New shift form with the Lunch, Dinner, Double and Close presets above Who, Start, End, Break, Job title and Notes
The new-shift form filled with the Dinner preset and the Add draft button
The rota’s week view with the Publish drafts button in the toolbar
The Hours tab: per-person shifts, worked, breaks and paid totals, with range chips and the Payroll CSV and Export Excel buttons
The My rota page listing the published week by day, with the My rota, My hours, Days off and Today tab bar
That’s the whole flow.

A teammate invited with the right role, a Dinner shift drafted on next week’s rota, Publish drafts and the payroll export found, and the team member’s own My rota seen.

WHAT YOU NEED
Your team’s emails — that’s it
TIME
About 8 minutes
HOW HARD?
Like dragging an event in a calendar app
CAN I BREAK IT?
No — shifts stay draft until you press Publish

IN PLAIN WORDS / TAP A TERM

What’s the difference between a “role” and a “job title”?

Role — Server, Editor, Admin, Owner — decides what someone can open. Job title, like Sommelier or Runner, is free text you choose; it’s just the label on the rota.

What’s an “open shift”?

A shift on the rota that isn’t assigned to anyone yet — it sits in its own lane until someone takes it.

What does “draft” mean on the rota?

A shift you’ve placed but haven’t published. It’s hatched on your grid and invisible to staff until you press Publish drafts.

What’s an “acknowledgement”?

When you publish, each person is asked to confirm their shift, or say they can’t work it. A tick appears on the chip once they confirm — so you know who’s actually checked the week.

STEP 01/ 06i

Invite your team

Open Settings and click Team. Each person in the list has a Job title box, a Role dropdown and a Remove button. Under Add a team member, type their email, pick a role from the dropdown — Server, Editor, Admin, or (for owners) Owner — and press Add. The page says exactly what happens next: “We’ll email them an invitation — they join your team only when they accept it.” Until then the invite sits under Pending invitations with a status pill, where you can resend or cancel it. The card wears its pricing on its sleeve: No per-seat charges — team members come with the Growth and Full plans, however many you add.

There’s a second door for the common case: on the Service console’s Servers view, the Invite a server field and Invite server button send the same invitation with the role already set — handy mid-shift when a new starter appears.

The Your team card: members listed with free-text job titles (Restaurant Manager, Runner, Sommelier, Head Waiter) and role dropdowns, the Add a team member form, and the No per-seat charges badge
FIG. 01The team card — job titles are yours to word; roles decide what each person can open.
STEP 02/ 06ii

What each role can do

Four roles, one sentence each — and the Settings page prints the same summary at the foot of the team card. Server works the Service floor day to day: seats guests, takes orders, appears on the rota. Editor does all that and edits content — the content of your site. Admin manages settings and the team itself: inviting people and changing roles. Owner also controls billing.

The job title next to each name — Head Waiter, Sommelier, Runner — is a free-text label, separate from the role. It’s what shows on the rota, so name people the way your room actually talks. And one floor-level permission is yours to tune: the Discount permission card below the team list ticks which roles may apply a discount to an order, and every discount records who applied it. Owner and Admin start ticked; Owner is always ticked and locked, deliberately. Ticking or unticking a box saves straight away.

The Discount permission card: checkboxes per role for who may apply an order discount, with Owner ticked and locked
FIG. 02Who may discount an order — a per-role switch, with the owner never lockable out.
STEP 03/ 06iii

Build the rota

The rota lives where service lives: open the Service console, click Servers in the left rail, then the Rota tab beside Tonight, Hours and Performance. The Day / Week switch picks your canvas, and the arrows beside the week picker move between weeks. Tap an empty cell and the New shift form opens set to that person and date: choose Lunch, Dinner, Double or Close to fill the times, adjust Start, End, Break, Job title and Notes, then press Add draft. The same four presets sit in the toolbar as pills you can drag straight onto the grid.

Moving things is a drag. In the week view, drag a shift sideways to another day or up and down to give it to someone else; in the day view, with its time axis, sideways changes the shift’s time. Hold Alt to copy, press Undo (or ⌘Z) to step back, and use Clear week to start again. Copy last week brings a standing pattern across as drafts, and the Open shifts lane holds work that isn’t assigned to anyone yet.

Nothing reaches the team until you say so: drafts are hatched on your grid and invisible to staff, the counter shows how many shifts are published, and Publish drafts makes the week real — each person is asked to confirm, and a tick appears on the chip when they do. The colour legend runs a shift’s whole life: Confirmed, Awaiting confirm, Declined, Late, Sick, No-show, Open shift, Draft. A greyed cell means that person marked the day off. The people you’re rostering are the same people the live floor assigns to sections at service time.

The rota's week view: seven day columns with a row per person, shift chips with acknowledgement ticks, Day/Week and preset controls, Undo, Copy last week, Clear week and Publish drafts, and the eight-state colour legend
FIG. 03The week at a glance — every chip a shift, every tick a confirmation, amber for shifts still awaiting an answer.
The rota's day view: a month calendar on the left and time-axis lanes per person, with role-labelled shift chips and the Day/Week, preset and Publish drafts controls
FIG. 04The day view — tap a lane at the time you want, or drag a shift along the axis to change its hours.
STEP 04/ 06iv

Read the hours

Next to Rota sits the Hours tab — the week added up per person: shifts and days worked, worked time, breaks, and the paid total that payroll actually cares about, with a weekly average alongside. An average running hot is flagged in red — a 58.2-hour week stands out before it becomes a problem. The page states its own accounting honestly: published shifts only, no-shows and declined shifts pay nothing, breaks are unpaid, and open shifts sit outside everyone’s totals. Tap any row for the day-by-day breakdown.

The Hours tab: per-person shifts, worked time, breaks and paid totals with weekly averages — one flagged red — range chips from This week to Last month, and Payroll CSV and Export Excel buttons
FIG. 05Worked, breaks, paid — and the one average that needed noticing, flagged without being asked.
STEP 05/ 06v

Export payroll

Pick the range — This week, Last week, Fortnight, 4 weeks, This month or Last month, with the exact dates printed beside the chips — then Payroll CSV for the bookkeeper’s import or Export Excel for a spreadsheet with the same totals. What you export is exactly what the Hours tab shows: published shifts only, breaks unpaid. Payroll stops being an argument about who remembers what.

STEP 06/ 06vi

Their own rota, in their pocket

Every team member gets My rota, linked from the left rail of the Service console and made for a phone. It lists the published week day by day with times, role labels and breaks, and marks their own shifts You. When you publish, a new shift shows Please confirm with two buttons: Confirm, or Can’t work it, and your grid shows the answer. The tab bar adds My hours (this week, the last four weeks and shifts rota’d, day by day), Days off (pick a date, add an optional reason, press Add — your managers see it while scheduling) and Today (who’s in today). The page closes with the promise that matters: “Your managers publish the rota — you see it the moment it goes live.” Open it yourself as an owner and it shows the whole published week, so you can see exactly what the team sees.

The My rota view on a phone-width screen: the published week listed by day with times, role labels and breaks, and the My rota, My hours, Days off and Today tab bar
FIG. 06My rota — the published week by day, with My hours, Days off and Today a tap away.

Next · read the numbers

Put the week on the wall

Invite your people, drag one week together, publish it — and let everyone carry their own copy.

Open Team settings Next: see what’s working