Assigning managers

How to assign managers in RosterElf

Learn how to assign Managers to a site in RosterElf. Managers can access roster staff and approve changes for their designated site. Unlike Assistant Managers, Managers can view financial data related to staff pay rates during rostering. For a detailed comparison of user permissions, refer to this breakdown.

This article explains how to assign Managers to a site in RosterElf. Managers have a crucial role in overseeing site-specific staff, approving changes, and accessing financial data for effective rostering. Assigning the right staff as Managers ensures that each site operates smoothly, with appropriate oversight and control. This guide will walk you through the steps to designate Managers and Assistant Managers, making the process straightforward and efficient.

1. Steps to assign a manager

Learn the process for assigning a Manager to a site within RosterElf. This section provides a clear guide to ensure that you set up Managers with the right permissions, allowing them to manage site-specific operations effectively.

1.1 Step-by-Step guide

Follow this guide to add Managers to a site within your RosterElf account.

1.1.1 Click on the Sites tab.

Screenshot showing the Sites tab in RosterElf

1.1.2 Select an existing site from your list of sites.

1.1.3 To assign Managers, click the Managers tab at the top of the site window.

Screenshot of the Managers tab for site management

1.1.4 Then, click the + button to choose staff. If the staff member does not appear, they may have different permissions at another site or be set as an admin.

Screenshot illustrating adding a Manager

1.1.5 You can also assign Assistant Managers by clicking the Assistants tab and repeating the staff selection process.

Frequently asked questions

1. How do I assign a Manager to a site in RosterElf?

To assign a Manager, go to the Sites tab in your RosterElf account. Select the site, then click the Managers tab. Click the + button to add the staff member as a Manager. Ensure the staff member's permissions align with the role.

2. What is the difference between a Manager and an Assistant Manager in RosterElf?

Managers can access roster details and approve changes, including viewing financial data related to staff pay rates. Assistant Managers can manage roster details without access to financial data.

3. Why can't I see a staff member when assigning them as a Manager?

If a staff member doesn't appear in the selection list, they might have admin permissions or different roles at another site. Check their permissions or adjust their role to resolve this.

4. Can I assign multiple Managers to a single site in RosterElf?

Yes, you can assign more than one Manager to a site in RosterElf. This allows multiple staff members to oversee site-specific operations and approve changes as needed.

5. How can I assign an Assistant Manager in RosterElf?

To assign an Assistant Manager, navigate to the Sites tab, select the site, and click the Assistants tab. Use the + button to add the desired staff member as an Assistant Manager.

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