Managing Employees

Settings, options, and tips for managing your employees, managers, and admins

Maisie Miller avatar Martin Fitzgerald avatar Joel Beverley avatar
12 articles in this collection
Written by Maisie Miller, Martin Fitzgerald, and Joel Beverley

Adding previous employees to RotaCloud

Re-instating previous staff
Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

Adding and inviting employees

How to add employees to your rota, and invite them to create an account
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Deleting employees

How to remove employees from your account, and what gets deleted with them
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Importing employee data

Using CSV spreadsheets to quickly add and update employee profiles
Joel Beverley avatar
Written by Joel Beverley
Updated over a week ago

I can't add an employee's email address to their profile

What to do if an email address is already in use (and other email address errors)
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

What can employees see and do?

A breakdown of everything employee accounts have access to
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Editing employee profiles

Making changes to an employee's details, including locations, roles, groups, and wage/salary information
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Setting Employee Locations and Roles

How to assign Locations and Roles to employees
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Granting administrator and manager rights

How to give other users access to manage certain areas, or all areas, of your RotaCloud account
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Manager permissions

Details of the access rights and permissions available to manager accounts
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Re-ordering employees on the rota

How to re-order employees on the rota according to Group, Default Role, or a custom order
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago

Setting up Employee Groups

Groups help you categorise your employees into sections such as their department or team.
Martin Fitzgerald avatar
Written by Martin Fitzgerald
Updated over a week ago