RotaCloud

Sophie Wilson

Setting up your employees, locations, roles and documents

Managing Employees: RotaCloud for Admins & Managers

Adding new users to RotaCloud and inviting them to set up their account and log in

How do I add and invite employees?

How to edit information in employees' profiles such as wage, locations, leave allowance etc.

How do I edit employee profiles?

What can employee's do in their RotaCloud account

What can employees see and do?

What to do when you get the error message 'A user with this email address already exists in your account'

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

Entering an employees weekly hours in their profile

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

Different ways to enter working and non-working days in RotaCloud

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

How to set up wage and salary to see costs and run payroll

How do I enter employee wage and salary information?

Where to enter or change an employee's 'right to work' status

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

Bulk importing employee data using a CSV file

How do I import employee data?

A list of what permissions you can assign managers and what each one does

What permissions can I give managers?

How to create other Admins and Managers in RotaCloud giving people higher access to your account

How do I give other people management access?

Adding in when your staff are available or unavailable to work to help with planning rotas

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

Reinstating an ex-employee to your account

How do I re-add a returning employee?

Deleting an employee from your RotaCloud account and how this impact their data

How do I delete an employee?

Understand the differences between manually adding an employee and using employee onboarding

What is the difference between adding and onboarding an employee?

Using employee onboarding to invite your employees to join RotaCloud

How do I onboard an employee?

What Working Time Directive is and where this is used in RotaCloud

What is Working Time Directive?

Adding and viewing the maximum number of hours each employee can work

How do I use maximum weekly hours?

Employees

Uploading and viewing file via an employee's profile and the Documents page

How do I upload a document?

Uploading a document and requiring a signature for it

How do I set up document signing?

Uploading documents which require employees to confirm they have viewed them

How do I set up document acknowledgement?

Storing data in an employee's profile use logbooks

How do I use employee logbooks?

Adding an expiry date to an employee document

How do I add an expiry date to a document?

Documents and Logbooks

How do I create and assign a group?

Changing the order your groups appear in on the Employees and Rotas pages

How do I reorder my employee groups?

Groups

When to use Locations and Role to split up your account

What is the difference between Locations and Roles?

Adding a new location (rota) to your account

How do I add a location?

Assigning an employee to work at a Location

How do I assign an employee to a Location?

Amending or permanently deleting a Location from your account

How do I edit or delete a Location?

Locations

Adding a new role to determine the type of shift employees can work

How do I add a new role?

How do I assign a role to an employee?

Assigning a default role in an employee's profile

How do I assign an employee's default role?

Permanently deleting a role from your account

How do I delete a role?

Paying different hourly or shift rates based on the role of a shift

How do I pay different rates for different shifts?

Roles

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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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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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