A really important step is to assign employees to each site that they can work. This will greatly assist in letting RosterElf do all the thinking for you when you are trying to fill shifts.
With RosterElf, there are two ways to assign employees to sites:
1. Bulk assigning via the Sites tab.
2. Assign employees one by one via the Staff tab.
Both options are explained below.
Option 1. Sites tab
When you create a new site, it's easiest to assign employees to it via the sites tab.
In the "Sites" tab, simply find the position you wish to assign employees too and click on it.
Than, simply click the + icon next to "Staff That Can WorK At This Site".
A pop-up window listing all your staff will appear similar to example below.
Select the employees that can work at this site by clicking on them.
TIP: To select multiple employees at once, simply hold down the shift key whilst selecting.
Once done, you will notice a list of employees who can work the site listed clearly for you. You can add and remove employees from this list at any time.
Option 2. Staff tab
The second option to assign employees to positions is individually, employee by employee.
To do this, firstly click on the "Staff" tab and select the employee from a list on your account.
To assign an employee to a new site, click the + icon next to "Sites They Can Work".