RotaCloud

James Denham

Joel Beverley

Meg Eley

How to add and manage your Employees on your RotaCloud account

Managing Employees: RotaCloud for Admins & Managers

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

Adding and inviting employees

A breakdown of everything employee accounts have access to

What can employees see and do?

Using Locations and Roles to organise your staff and rotas

Account structure

How to assign Locations and Roles to employees

Setting Employee Locations and Roles

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

Setting up Employee Groups

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

Deleting employees

Giving other people management access/privileges

Details of the access rights and permissions available to manager accounts

Manager permissions

Making changes to an employee's details, including Locations, Roles, Holiday allocation, and wage/salary information

Editing Employee Profiles

How to use Pro to securely store company and employee documents

Document Storage

Allow your staff to digitally sign documents that you share with them.

Employee Document Signing

Have your staff formally acknowledge that they’ve seen and understood documents that you’ve shared with them.

Company Document Acknowledgement

How to use Pro to log employee activities

Logbooks

Getting Started

How to create a new Location with its own rota

Adding a Location

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

Editing a Location

Locations

The Default Role can be assigned and/or changed in an employee's personal profile

How to assign or edit an employee's Default Role

How to create new Roles and allocate employees

Adding and assigning Roles

Editing Roles

Deleting Roles

Roles

Using CSV spreadsheets to quickly add and update employee profiles

Importing employee data

Adding previous employees to RotaCloud

Create customised fields in your employees' profiles

Adding Custom Fields

More

Can I use the same email to login to more than one account?

Using the same login for multiple accounts

What to do if an email address is already in use (and other email address errors)