Manager onboarding guide in RosterElf
1.1 Accessing profile settings
5.1 Accessing and filtering payroll data
6.1 Accessing and favouriting reports
6.1.1 Click the Reports tab in the top menu.
6.1.2 Use the search bar to find specific reports.
6.1.3 Click the star icon next to frequently used reports to add them to favourites.
Note:
This comprehensive guide covers all essential features managers need to effectively use RosterElf. For additional support, contact the RosterElf support team or attend weekly webinars.
Frequently asked questions
1. How do managers update their personal details in RosterElf?
Managers can update their details by clicking their avatar in the top-right corner, selecting My Profile, editing fields like name, email, or password, and saving the changes.
2. How can managers add new staff to RosterElf?
To add staff, managers should go to the Staff tab, click + Add Employee, fill in the required details like name, email, and position, and then save to send a welcome email.
3. How do managers create and assign shifts in RosterElf?
Managers can create shifts by navigating to the Roster tab, selecting a date, clicking the + button, filling in shift details, and assigning staff or marking it as an open shift before saving or publishing.
4. What are roster warnings, and how can managers resolve them?
Roster warnings indicate potential scheduling conflicts, such as overlapping shifts or unavailable staff. Managers can hover over the warning icon to view details and adjust the schedule to fix the issue.
5. What are the best practices for managing time and attendance in RosterElf?
Managers should enable GPS validation and photo proof for secure clock-ins, regularly review settings, and configure time tolerance to ensure accurate attendance tracking.