Adding and managing sites

How to manage sites in your account

Learn how to create and manage sites in your account. This guide will help you understand how to add new sites, assign managers or assistants, and configure site-specific settings like time and attendance. By following these steps, you can ensure that your sites are set up correctly, with the right team members and settings in place.

1. Creating a new site or editing an existing one

Learn how to create a new site or modify details for a site already in your account. This will help you organise your workforce across different locations.

1.1 Add a new site

1.1.1 Click on the Sites tab.

RosterElf Sites tab in the settings area

1.1.2 Click the Plus (+) button to create a new site.

1.1.3 Alternatively, click an existing site from the list to edit it.

List of existing sites with one highlighted for editing

1.2 Complete site information

1.2.1 Name the site and fill in other details on the Info tab.

1.2.2 The Info tab includes settings like Country and State. These settings determine Public Holidays and the site's Timezone, which affects rosters and time and attendance.

Info tab with fields for Country, State, and Timezone

1.2.3 Add staff to the site by clicking Staff Working in This Site (+).

RosterElf prompt to add staff to the selected site

1.2.4 Select staff, and then click Update.

Selecting staff members to associate them with a specific site

1.2.5 Click Save/Update at the bottom right of the popup window.

Save or Update button at the bottom of the site editing window

2. Assigning managers and assistants to a site

Understand how to assign managers or assistants to a site. These roles allow specific employees to manage rosters and approve changes.

2.1 Add managers or assistants

2.1.1 For each site, assign managers or assistants through their respective tabs.

2.1.2 Managers and assistants can manage rosters and approve changes for their designated sites.

2.1.3 To understand differences in permissions before assigning roles, refer to Permission level summary.

3. Configuring time and attendance settings

Learn how to set up time and attendance settings for sites, ensuring that staff can clock in and out accurately.

3.1 Set up time and attendance

3.1.1 Time and Attendance settings control clock-in and clock-out functions for staff.

3.1.2 These settings include both account-wide and site-specific options.

3.1.3 For detailed instructions, visit An Overview of Time and Attendance Settings.

Frequently asked questions

1. How do I add a new site to my account?

Click on the Sites tab and select the Plus (+) button. You can also choose an existing site from the list if you need to edit its details.

2. What information is required when setting up a new site?

You need to provide a name for the site and fill in details on the Info tab. This includes selecting the Country and State, which determine public holidays and time zone settings.

3. How can I assign a manager or assistant to a site?

Navigate to the Managers or Assistants tabs under each site. Managers and assistants can manage rosters and approve changes for their designated sites.

4. How do I configure time and attendance for a site?

Go to the Time and Attendance settings for the site to manage clock-in and clock-out functions. These settings include options that apply both account-wide and specifically to the site.

5. Why is the time zone setting important for a site?

The time zone setting affects rosters, time, and attendance tracking for the site. It ensures accurate recording of hours worked, especially across different regions with varying public holidays.

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