RotaCloud

Sophie Wilson

Everything Employees need to know about RotaCloud

RotaCloud for Employees

What is RotaCloud and what is it used for?

What is RotaCloud?

How to accept your invite, set up your account, and log in for the first time

How do I set up my RotaCloud account?

Where the RotaCloud app can be downloaded and what is required to use it

How do I download the RotaCloud app?

Getting Started

What employees can see and do on the Dashboard

Dashboard Overview for Employees

How to view yours and your colleague' shifts in RotaCloud

How do I view my shifts?

How to acknowledge your shifts to confirm to your manager they have been seen

How do I acknowledge my shifts?

Where you can see open shifts and how to claim them

How do I view and claim open shifts?

How to swap shifts with, pick up shifts from, and respond to swap requests from your colleagues

How do I swap shifts?

How to add your preferences so your manager can see when you're available to work

How do I add my availability or unavailability?

What are days off or non-working days and how these affect your account

What are my days off?

Requesting to not work a shift (previously 'Unavailability')

How do I request to drop a shift?

Your Rotas & Shifts

The different leave types you can request and what each one does

What are the different types of leave I can request?

How to see how much leave you have in your annual allowance, how much is used, and how much is remaining

How do I check my leave allowance?

How employees request leave and what happens next

How do I request leave?

What is time off in lieu and how to request it

How do I request TOIL?

How do I cancel a leave request?

View which of your colleagues are on leave

How do I see who else is on leave?

Viewing pending leave requests and what leave you have been assigned

How do I see my requested and approved holiday?

A summary of key some reasons you're not able to make a leave request in RotaCloud

Why can't I request leave?

Leave

How to clock in and out using the RotaCloud Terminal app

How do I clock in and out using a terminal?

How to clock in and out of your shifts using the RotaCloud app

How do I clock in and out on the app?

Viewing and changing your PIN used for clocking in and out on a terminal

How do I view or change my clocking in PIN?

Understanding the information on your timesheet

What can I see on my timesheet?

Clocking In & Timesheets

Adding or updating your personal details in RotaCloud

How do I add or change my personal details?

Updating what you would like to be notified of in your RotaCloud account and how you would like to be notified

How do I change my notifications settings?

Verifying your phone number so you can receive SMS notifications

How do I verify my phone number?

Updating your password or changing it if it's forgotten

How do I change my password?

Changing or deleting your photo in your RotaCloud account

How do I change or remove my profile photo?

How to add an extra layer or security to your account using two-step authentication

How do I set up two-factor authentication?

The next steps you'll need to take if your employer has enforced two-factor authentication on your account

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

What are recovery codes and where to find them in RotaCloud

How do I access my recovery codes?

Account Settings

Confirming you have received and viewed a document uploaded by your employer

How do I acknowledge a document?

Signing a document your employer has uploaded

How do I sign a document?

Viewing, acknowledging and signing your documents

Documents

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News

Academy

Contact us

Resources

Company

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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.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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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