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Managing Employees: RotaCloud for Admins & Managers
Managing Employees: RotaCloud for Admins & Managers
22 articles in this collection
Written by
Joel Beverley,
James Denham,
and
Meg Eley
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
What can employees see and do?
A breakdown of everything employee accounts have access to
Written by
James Denham
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
Setting Employee Locations and Roles
How to assign Locations and Roles to employees
Written by
James Denham
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
Deleting employees
How to remove employees from your account, and what gets deleted with them
Written by
James Denham
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
Manager permissions
Details of the access rights and permissions available to manager accounts
Written by
James Denham
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
Document Storage
How to use Pro to securely store company and employee documents
Written by
James Denham
Updated over a week ago
Logbooks
How to use Pro to log employee activities
Written by
James Denham
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
Editing a Location
Changing the name and address of a Location, and editing employee assignment
Written by
James Denham
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
Adding and assigning Roles
How to create new Roles and allocate employees
Written by
James Denham
Updated over a week ago
Editing Roles
How to make changes to existing Roles
Written by
James Denham
Updated over a week ago
Deleting Roles
How to delete Roles in RotaCloud
Written by
James Denham
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
Adding previous employees to RotaCloud
Reinstating previous staff
Written by
James Denham
Updated over a week ago
Adding Custom Fields
Create customised fields in your employees' profiles
Written by
Meg Eley
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
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