Managing Employees: RotaCloud for Admins & Managers

How to add and manage your Employees on your RotaCloud account

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