Managing staff filters in RosterElf
The Staff tab in RosterElf offers a variety of filters to help you manage your team effectively. These filters allow you to assess staff permissions and ensure that everyone is set up correctly within the platform. By using these filters, you can identify staff who have yet to log in, those missing essential pay templates, or employees not synced with Xero.
1. Understanding staff filters in RosterElf
RosterElf's Staff tab includes two main filter categories: Status and Permission Level. These filters help you keep track of important staff details and streamline user management.
1.1 Using status filters
Status filters allow you to view specific staff attributes like login status, pay templates, Xero syncing, salary settings, and MFA status.
1.1.1 Yet to Login - Select this filter to display staff who haven't logged into RosterElf. A login icon indicates whether the staff has logged in before.
1.1.2 Missing Pay Template - Use this filter to identify staff members without a Pay Template in their Staff card for all applicable Positions or Sites.
1.1.3 Not Synced to Xero - For Xero users, this filter shows staff who aren't correctly synced with Xero.
1.1.4 Salary Employees - Select this filter to display staff classified as salary employees.
1.1.5 MFA - This icon allows you to see which staff have enabled Multi-Factor Authentication.
1.2 Using permission level filters
Permission Level filters provide visibility into which staff members hold different permission levels within your RosterElf account.
1.2.1 Elevated Permission - Any staff member with elevated permissions will have a banner on their profile in the staff list.
