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 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

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

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

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

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