Adding staff manually (basic info)

Adding staff manually

In RosterElf, you can manually add staff members to prepare your team for scheduling. This process ensures that you have all the necessary information to manage shifts effectively. This guide will walk you through the steps to add staff manually, focusing on entering basic details in the Info tab.

1. Access the staff section

To add employees to your RosterElf account, you need to access the Staff section. This area allows you to add, edit, or remove team members as needed.

1.1 Navigate to the staff section

1.1.1 Log in to your RosterElf account.

1.1.2 Navigate to the Staff tab on the top menu.

Screenshot highlighting the Staff tab within RosterElf

1.1.3 Click the + Add Employee button at the top left of the page.

2. Enter employee details in the info tab

When adding a new employee, you need to provide their basic information in the Info tab. Additional sections like Payroll, Permissions, and Availability can be completed later.

2.1 Add basic employee information

2.1.1 Enter the employee's full First Name and Last Name (required).

2.1.2 Add the employee's Email Address for receiving notifications.

2.1.3 Input the Phone Number (required) to enable SMS notifications.

2.1.4 Enter the Date of Birth (optional).

2.1.5 Add the Employment Start Date (optional).

2.1.6 Click the Save button on the bottom right of the modal.

Screenshot illustrating the Info tab fields for entering basic employee data

2.2 Assign sites and positions

2.2.1 Add the sites where the employee can work by clicking the + symbol and selecting from available sites.

Screenshot highlighting the plus symbol for adding sites

2.2.2 Assign roles or positions (e.g., Barista, Manager) by clicking the + button for each position.

Screenshot demonstrating the positions or roles selection in RosterElf

2.2.3 Click the Save button at the bottom of the page after completing the required fields.

Screenshot showing the Save button at the bottom of the employee Info tab

3. Employee welcome email with password

After saving the employee's information, RosterElf will automatically send a welcome email. This email helps new employees get started by providing login details, a user guide, and app download links.

3.1 Contents of the welcome email

3.1.1 The email includes a Temporary Password for first-time login.

3.1.2 It contains a Basic User Guide explaining how to use RosterElf.

3.1.3 Provides Links to Download the RosterElf Apps on iOS and Android.

Note:

This process ensures that your staff can quickly access their account and start using RosterElf, keeping them informed and connected right from the start.

Frequently asked questions

1. How do I manually add staff in RosterElf?

Log in to your account and navigate to the Staff tab on the top menu. Click the + Add Employee button at the top left of the page, then fill in the required information in the Info tab.

2. What details are required when adding a new employee?

You must provide their full first and last name, phone number, and email address. Other details like date of birth and employment start date are optional.

3. How do I assign roles and sites to an employee?

Click the + symbol in the Info tab under the sites and positions sections. Select the appropriate sites and positions for the employee, then click Save to complete the setup.

4. What is included in the RosterElf welcome email?

The welcome email includes a temporary password for first-time login, a basic user guide, and download links for the RosterElf apps on iOS and Android.

5. Will employees receive notifications after being added?

Yes, employees will receive email notifications including a welcome message with login details and app links. If a phone number is added, they will also receive SMS notifications for roster updates.

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Adding staff manually (basic info)