This article explains how to create a leave position which you can apply to staff. By setting up a leave position, you can easily view the staff on leave by position. This ensures leave requests are properly tracked and assigned.
1. Log into RosterElf
To create a leave position, you must first log into your RosterElf account. Follow these steps to access your dashboard.
1.1 Open RosterElf and sign in
1.1.1. Go to the RosterElf website.
1.1.2. Click on Login in the top-right corner.
1.1.3. Enter your email address and password.
1.1.4. Click Login to access your account.
2. Add a leave position
Once you're logged in, you can create a leave position to assign all staff members.
2.1 Open the positions tab
2.1.1. Click on the Positions tab in the main menu.
2.2 Create a new position
2.2.1. Click the + (plus) symbol to add a new position.
2.2.2. Enter Leave as the position name and assign a colour.
2.2.3. Click Save to confirm.
2.3 Assign staff to the leave position
2.3.1. Select Staff Working In This Position to assign them to this position.
2.3.2. Select the staff for the leave position.
2.3.3. Press Update.
