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Adding and inviting employees

How to add employees to your rota, and invite them to create an account

James Denham avatar
Written by James Denham
Updated over a week ago

Adding Employees

To add employees to your account, go to Company → Employees and click the blue plus symbol at the top of the page. 

Enter their first name, last name and email address. You can also choose the employees default role if you wish. Click 'Continue', select the Location at which your employee will work, and click 'Save'.

Inviting Employees

To invite an employee to create a RotaCloud login and start accessing the system, tick the 'Send Invites' check box on the 'Add Employees' page for invites to be automatically sent out.

The employee will receive an email notifying them that they've been added to your rota. The email contains a link which they can use to create their password.

Once an employee has accepted your invitation you will receive a confirmation email as below. 

If you're not yet ready for staff to be invited to join RotaCloud, just leave this box unticked. When you want to invite staff, go to Company → Employees, select on their profile and click 'Send Invite'.

Alternatively, you can click the 'Send Invites' option at the top of the Employees page and send all outstanding invitations to staff.

Re-inviting Employees

If an employee's invitation is still pending (i.e. it's been sent but not accepted), you can re-send their invitation email by going to Company → Employees, clicking their name, then clicking 'Re-send Invite' at the top of the page.

Please note if you are integrated with People HR or breathe, you will not have the option to Send Invites or resend invites.

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