Getting started with RosterElf: A complete guide
This guide provides all the information you need to get started with RosterElf. Learn how to download the app, set up your profile, manage availability, view shifts, and request leave. These steps will help you maximise your efficiency and stay organised with your work schedule.
1. Downloading the RosterElf app
Downloading the app is the first step to managing your schedule. RosterElf is available for iOS and Android devices.
1.1 Download the app for iOS
1.1.1 Open the App Store on your iPhone or iPad.
1.1.2 Search for RosterElf in the search bar. Alternatively, visit the RosterElf App Store page.
1.1.3 Tap Get to download and install the app. For help, refer to Downloading the smartphone app.
1.2 Download the app for Android
1.2.1 Open the Google Play Store on your Android device.
1.2.2 Search for RosterElf in the search bar. Alternatively, visit the RosterElf Google Play page.
1.2.3 Tap Install to download and install the app.
1.3 Verify device compatibility
1.3.1 Compatible iOS devices: iPhone 11 and newer models.
1.3.2 Compatible Android devices: Devices released in the last three years from major manufacturers.
1.3.3 For steps to reinstall or delete the app, refer to Deleting the RosterElf app on an iPhone.
2. Setting up your RosterElf profile
Setting up your profile ensures accurate communication and access to your schedule. Update your name, email, phone number, and other details in just a few steps.
2.1 Updating your profile on a smartphone
2.1.1 Open the RosterElf app.
2.1.2 Tap the My Info section.
2.1.3 Select the edit icon to update details.
2.1.4 Update your name, email address, or phone number.
2.1.5 Tap Save to confirm the changes.
2.1.6 For more details, refer to Updating my info on a smartphone.
2.2 Updating your profile on a browser
Refer to the guide: Updating personal info on browser.
3. Updating availability
Keep your availability updated to ensure rosters align with your schedule. Use the Standard Availability feature for regular commitments and Availability Blocks for temporary changes.
3.1 How to update standard availability
3.1.1 For browsers, refer to Updating your availability from a browser.
3.1.2 For smartphones, refer to Updating your availability from a smartphone.
3.2 Creating an availability block
3.2.1 Refer to the same guides above for instructions on managing availability blocks.
4. Viewing and managing your shifts
View your rostered shifts, request shift swaps, and add shifts to your calendar with ease. This section explains how to access your schedule and use advanced shift management features.
Refer to Viewing my past leave requests on a smartphone and An overview of My Calendar for more details.
5. Requesting and managing leave
Requesting leave in RosterElf is straightforward. This section explains how to submit leave requests, manage pending and approved requests, and view past leave records.
5.1 How to request leave
5.1.1 Open My Calendar and click Request Leave.
5.1.2 Enter the leave dates and reason for the request.
5.1.3 Click Save to submit.
Refer to Requesting leave from a smartphone or Requesting leave from a browser.
Note:
RosterElf promotes team collaboration by providing tools like shift swaps and clear communication features, ensuring everyone stays on the same page. Mobile access allows you to manage your schedule and respond to changes anytime, anywhere.