Getting Started
Adding and inviting employees
How to add employees to your rota, and invite them to create an account
Written by James Denham
Updated over a week ago
Updated over a week ago
What can employees see and do?
A breakdown of everything employee accounts have access to
Written by James Denham
Updated over a week ago
Updated over a week ago
Account structure
Using Locations and Roles to organise your staff and rotas
Written by James Denham
Updated over a week ago
Updated over a week ago
Setting Employee Locations and Roles
How to assign Locations and Roles to employees
Written by James Denham
Updated over a week ago
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 James Denham
Updated over a week ago
Updated over a week ago
Deleting employees
How to remove employees from your account, and what gets deleted with them
Written by James Denham
Updated over a week ago
Updated over a week ago
Giving other people management access/privileges
How to set up extra Admins and Managers
Written by James Denham
Updated over a week ago
Updated over a week ago
Manager permissions
Details of the access rights and permissions available to manager accounts
Written by James Denham
Updated over a week ago
Updated over a week ago
Editing Employee Profiles
Making changes to an employee's details, including Locations, Roles, Holiday allocation, and wage/salary information
Written by James Denham
Updated over a week ago
Updated over a week ago
Document Storage
How to use Pro to securely store company and employee documents
Written by James Denham
Updated over a week ago
Updated over a week ago
Employee Document Signing
Allow your staff to digitally sign documents that you share with them.
Written by James Denham
Updated over a week ago
Updated over a week ago
Company Document Acknowledgement
Have your staff formally acknowledge that they’ve seen and understood documents that you’ve shared with them.
Written by James Denham
Updated over a week ago
Updated over a week ago
Logbooks
How to use Pro to log employee activities
Written by James Denham
Updated over a week ago
Updated over a week ago
Locations
Adding a Location
How to create a new Location with its own rota
Written by James Denham
Updated over a week ago
Updated over a week ago
Editing a Location
Changing the name and address of a Location, and editing employee assignment
Written by James Denham
Updated over a week ago
Updated over a week ago
Roles
How to assign or edit an employee's Default Role
The Default Role can be assigned and/or changed in an employee's personal profile
Written by Meg Eley
Updated over a week ago
Updated over a week ago
Adding and assigning Roles
How to create new Roles and allocate employees
Written by James Denham
Updated over a week ago
Updated over a week ago
Editing Roles
How to make changes to existing Roles
Written by James Denham
Updated over a week ago
Updated over a week ago
Deleting Roles
How to delete Roles in RotaCloud
Written by James Denham
Updated over a week ago
Updated over a week ago
More
Importing employee data
Using CSV spreadsheets to quickly add and update employee profiles
Written by Joel Beverley
Updated over a week ago
Updated over a week ago
Adding previous employees to RotaCloud
Reinstating previous staff
Written by James Denham
Updated over a week ago
Updated over a week ago
Adding Custom Fields
Create customised fields in your employees' profiles
Written by Meg Eley
Updated over a week ago
Updated over a week ago
FAQs
Using the same login for multiple accounts
Can I use the same email to login to more than one account?
Written by Meg Eley
Updated over a week ago
Updated over a week ago
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 James Denham
Updated over a week ago
Updated over a week ago
Document Signing/Acknowledgment FAQs

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