This article explains how to delete and reactivate staff members in RosterElf. You'll learn the steps to remove an employee from your active staff list and how to manage any future rostered
shifts. Additionally, it covers how to reactivate staff members who were previously deleted.
1. Deleting staff in RosterElf
Deleting a staff member will remove them from your active roster. If they have any future shifts or approved leave, you'll need to address those before completing the deletion.
1.1 steps to delete a staff member
1.1.1 Click on the Staff tab.
1.1.2 Hover over the employee you want to delete and click the X button.
1.1.3 Review the confirmation popup displayed by RosterElf. Click Deactivate to confirm.
2. Reactivating staff in RosterElf
If you have deleted an employee but need to restore them, follow these steps to make them active again. Reactivating staff allows them to appear on future rosters.
2.1 steps to reactivate a staff member
2.1.1 Click on the Staff tab.
2.1.2 On the top right of your RosterElf screen, click the Inactive button to display deleted staff members.
2.1.3 Hover over the staff member you want to reactivate and click the green re-activate icon.
2.1.4 ClickReactivate on the popup to confirm the reactivation.
Frequently asked questions
1. How do I delete a staff member in RosterElf?
Go to the Staff tab, hover over the employee, and click the X button. Confirm the deletion in the popup. Ensure you manage any future shifts or approved leave before finalising.
2. What happens to future shifts when a staff member is deleted?
Future shifts assigned to them remain on the roster with the name appearing in red. Open each shift, tick Mark as open and Apply to all future shifts, then save and republish the roster.
3. Can I reactivate a deleted staff member in RosterElf?
Yes, click the Staff tab, select the Inactive button, hover over the desired staff member, and click the green tick. Confirm the reactivation in the popup.
4. Will reactivating a staff member restore their previous shifts?
No, reactivating allows them to be scheduled for new shifts, but previous shifts are not automatically restored. You need to add them back to rosters manually.
5. Do I need to remove approved leave before deleting a staff member?
Approved leave will be removed when you delete a staff member. Review their leave status before proceeding to avoid loss of leave records.
6. Why can't I see an archived staff member in reports?
You cannot view an archived staff member's information in reports until you reactivate their profile. To do this, go to the Staff tab, select Inactive, open the archived staff member's profile, and reactivate them. Once you have run your report, you can archive them again. See the shift report with inactive staff guide for full instructions.
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