RotaCloud

How to set up the RotaCloud integration with PeopleHR

Integrating PeopleHR with RotaCloud

Important things to know about switching on integration between the two systems.

What happens when I switch on People HR integration?

How often does the sync update with PeopleHR?

What data is sent from PeopleHR?

Is anything sent from RotaCloud to PeopleHR?

Why are my employees not coming across?

Why do I have duplicates and how do I get rid of duplicates?

Why is my employee’s leave not showing up in RotaCloud?

How do I stop salaries and hourly rates importing?

James Denham

PeopleHR Integration

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Create your workspace and invite the people you work with.

Set up your account

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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RotaCloud for Employees

What is RotaCloud?

How do I set up my RotaCloud account?

How do I download the RotaCloud app?

Getting Started

Dashboard Overview for Employees

How do I view my shifts?

How do I acknowledge my shifts?

How do I view and claim open shifts?

How do I swap shifts?

How do I add my availability or unavailability?

What are my days off?

How do I request to drop a shift?

Your Rotas & Shifts

What are the different types of leave I can request?

How do I check my leave allowance?

How do I request leave?

How do I request TOIL?

How do I cancel a leave request?

How do I see who else is on leave?

How do I see my requested and approved holiday?

Why can't I request leave?

Leave

How do I clock in and out using a terminal?

How do I clock in and out on the app?

How do I view or change my clocking in PIN?

What can I see on my timesheet?

Clocking In & Timesheets

How do I add or change my personal details?

How do I change my notifications settings?

How do I verify my phone number?

How do I change my password?

How do I change or remove my profile photo?

How do I set up two-factor authentication?

What do I do when two-factor authentication is required?

How do I access my recovery codes?

Account Settings

How do I acknowledge a document?

How do I sign a document?

Documents

Managing your Rotas: RotaCloud for Admins and Managers

How do I add a shift?

How do I publish or unpublish shifts?

How do I move or copy a shift?

How do I edit a shift?

How do I delete a shift?

How do I use open shifts?

How do I add multiple shifts for an employee on the same day?

How do I use shift acknowledgement?

What is the calendar (formerly dashboard)?

How do I copy a week?

How do I respond to shift swap and shift drop requests?

How do I see cost estimates for salaried staff?

What is the dashboard?

Scheduling shifts

How do I use the copy custom range tool?

How do I change shifts in bulk?

How do I add more employees to an existing rota?

How do I reorder employees on the rota?

What do the rota tools do?

How do I see deleted shifts?

How do I track changes to the rota?

How do I use day notes?

How do I use rota templates?

What keyboard shortcuts can I use?

How do I hide hours and costs on my rota?

How do I see leave costs on the rota?

How do I enable weather forecasts on my rota?

How do I use open shift approval?

Rota tools

How do I view a different Location?

How do I move shifts across Locations?

How do I see shifts from other locations on the rota?

How do I use Temporary Cover?

Locations (Rotas page)

How do I set up a calendar feed for shifts or leave?

How do I sync RotaCloud with Apple Calendar?

How do I sync RotaCloud with Google Calendar?

How do I print the rota?

How do I sync RotaCloud with my Outlook calendar?

How do I share the rota with someone who doesn’t have a RotaCloud account?

Sharing externally

How do I view daily and weekly hours and costs on the rota?

How do I use the labour forecasting tool?

How do I set budget caps for the rota?

How do I import my labour forecasting and budgets data?

How do I use AI Automatic Demand Forecasting? BETA

Budgeting and forecasting

Managing Employees: RotaCloud for Admins & Managers

How do I add and invite employees?

How do I edit employee profiles?

What can employees see and do?

Why can't I add an employee's email address to their account?

How do I set an employee's weekly contracted hours?

How do I use the work schedule and days-off?

How do I enter employee wage and salary information?

Employees