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Case study — The inside

AdminRotaA bespoke staff scheduling system — case study

The system behind Yellow Brick Mortgages' admin team — weekly rota, task assignment, payrun, lunches and leave, generated and published in one click at adminrota.com.

Client
Yellow Brick Mortgages
Sector
Mortgage brokerage
Scope
Web app · Rota · Tasks & leave
Year
2024
Week view — who's in, who's off, and where the gaps are.
01 The brief

A rota in a spreadsheet, holidays in an inbox.

The rota lived in a spreadsheet only one person understood; holiday requests arrived by email and were approved from memory. Clashes surfaced on the morning they happened — two people off, the referrals inbox uncovered, and a manager reshuffling everyone's tasks by hand.

The brief: one place to plan the week — shifts, lunches, payrun days and every recurring task — request leave and approve it, with clashes caught before the rota is published, not after.

02 What we built

One-click weekly rota

Generate the week from a template or duplicate last week — tweak, lock and publish so everyone sees the same board.

Leave requests & one-click approvals

Requests show remaining allowance and who else is off — approve or decline in one click, with the answer logged.

Cover Needed view

Gaps flagged before publish — every under-covered shift and unassigned task surfaced in one click, with coverage health at a glance.

Tasks, payrun & lunches

Beyond shifts: referrals, keying and post-offer tasks assigned per day, with payrun duty and staggered lunches tracked on the same grid.

03 The work
The week, planned — shifts, leave and gaps in one board.
Approvals — allowance, overlaps and one-click answers.
04 The outcome
15 min
To plan and publish a full week's rota
0
Uncovered shifts since launch — clashes caught up front
Same day
Every holiday request answered — nothing lost in an inbox

Holiday requests used to be a paper trail and a guess. Now it's two taps — and the rota just works.

Operations manager — Yellow Brick Mortgages

A process held together by habit?

Tell us how the team actually runs the week — you'll hear back from Jan within one working day.

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