Managing Employees: RotaCloud for Admins & Managers

Adding and inviting employees

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

Written by Maisie Miller
Updated over a week ago

What can employees see and do?

A breakdown of everything employee accounts have access to

Written by Maisie Miller
Updated over a week ago

Account structure

Using Locations and Roles to organise your staff and rotas

Written by Maisie Miller
Updated over a week ago

Setting Employee Locations and Roles

How to assign Locations and Roles to employees

Written by Maisie Miller
Updated over a week ago

Setting up Employee Groups

Groups help you categorise your employees into sections such as their department or team.

Written by Maisie Miller
Updated over a week ago

Deleting employees

How to remove employees from your account, and what gets deleted with them

Written by Maisie Miller
Updated over a week ago

Giving other people management access/privileges

How to set up extra Admins and Managers

Written by Maisie Miller
Updated over a week ago

Manager permissions

Details of the access rights and permissions available to manager accounts

Written by Maisie Miller
Updated over a week ago

Editing employee profiles

Making changes to an employee's details, including locations, roles, groups, and wage/salary information

Written by Maisie Miller
Updated over a week ago

Document Storage

How to use RotaCloud Pro to securely store Employee Documents.

Written by James Denham
Updated over a week ago

Logbooks

How to use RotaCloud Pro to log employee activities

Written by Maisie Miller
Updated this week

Adding a Location

How to create a new Location with its own rota

Written by Maisie Miller
Updated over a week ago

Editing a Location

Changing the name and address of a Location, and editing employee assignment

Written by Maisie Miller
Updated over a week ago

Adding and assigning Roles

How to create new Roles and allocate employees

Written by Maisie Miller
Updated over a week ago

Editing Roles

How to make changes to existing Roles

Written by Maisie Miller
Updated over a week ago

Deleting Roles

How to delete Roles in RotaCloud

Written by Maisie Miller
Updated over a week ago

Importing employee data

Using CSV spreadsheets to quickly add and update employee profiles

Written by Joel Beverley
Updated this week

Adding previous employees to RotaCloud

Reinstating previous staff

Written by James Denham
Updated this week

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)

Written by Maisie Miller
Updated over a week ago