RotaCloud

No, The integration between PeopleHR and RotaCloud is one way.

RotaCloud pulls information from PeopleHR, but does not send anything back.

Is anything sent from RotaCloud to PeopleHR?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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RotaCloud for Employees

What is RotaCloud?

How do I set up my RotaCloud account?

How do I download the RotaCloud app?

Getting Started

Dashboard Overview for Employees

How do I view my shifts?

How do I acknowledge my shifts?

How do I view and claim open shifts?

How do I swap shifts?

How do I add my availability or unavailability?

What are my days off?

How do I request to drop a shift?

Your Rotas & Shifts

What are the different types of leave I can request?

How do I check my leave allowance?

How do I request leave?

How do I request TOIL?

How do I cancel a leave request?

How do I see who else is on leave?

How do I see my requested and approved holiday?

Why can't I request leave?

Leave

How do I clock in and out using a terminal?

How do I clock in and out on the app?

How do I view or change my clocking in PIN?

What can I see on my timesheet?

Clocking In & Timesheets

How do I add or change my personal details?

How do I change my notifications settings?

How do I verify my phone number?

How do I change my password?

How do I change or remove my profile photo?

How do I set up two-factor authentication?

What do I do when two-factor authentication is required?

How do I access my recovery codes?

Account Settings

How do I acknowledge a document?

How do I sign a document?

Documents

Managing your Rotas: RotaCloud for Admins and Managers

How do I add a shift?

How do I publish or unpublish shifts?

How do I move or copy a shift?

How do I edit a shift?

How do I delete a shift?

How do I use open shifts?

How do I add multiple shifts for an employee on the same day?

How do I use shift acknowledgement?

What is the calendar (formerly dashboard)?

How do I copy a week?

How do I respond to shift swap and shift drop requests?

How do I see cost estimates for salaried staff?

What is the dashboard?

Scheduling shifts

How do I use the copy custom range tool?

How do I change shifts in bulk?

How do I add more employees to an existing rota?

How do I reorder employees on the rota?

What do the rota tools do?

How do I see deleted shifts?

How do I track changes to the rota?

How do I use day notes?

How do I use rota templates?

What keyboard shortcuts can I use?

How do I hide hours and costs on my rota?

How do I see leave costs on the rota?

How do I enable weather forecasts on my rota?

How do I use open shift approval?

Rota tools

How do I view a different Location?

How do I move shifts across Locations?

How do I see shifts from other locations on the rota?

How do I use Temporary Cover?

Locations (Rotas page)

How do I set up a calendar feed for shifts or leave?

How do I sync RotaCloud with Apple Calendar?

How do I sync RotaCloud with Google Calendar?

How do I print the rota?

How do I sync RotaCloud with my Outlook calendar?

How do I share the rota with someone who doesn’t have a RotaCloud account?

Sharing externally

How do I view daily and weekly hours and costs on the rota?

How do I use the labour forecasting tool?

How do I set budget caps for the rota?

How do I import my labour forecasting and budgets data?

How do I use AI Automatic Demand Forecasting? BETA

Budgeting and forecasting

Managing Employees: RotaCloud for Admins & Managers

How do I add and invite employees?

How do I edit employee profiles?

What can employees see and do?

Why can't I add an employee's email address to their account?

How do I set an employee's weekly contracted hours?

How do I use the work schedule and days-off?

How do I enter employee wage and salary information?

How do I enter an employee's 'right to work' status?

How do I import employee data?

What permissions can I give managers?

How do I give other people management access?

How do I add my team's availability or unavailabity?

How do I re-add a returning employee?

How do I delete an employee?

What is the difference between adding and onboarding an employee?

How do I onboard an employee?

What is Working Time Directive?

Employees