How to Add an Accountant to Your RosterElf Account

This article explains how to add an Accountant, Bookkeeper, or Advisor to your RosterElf account for free. By inviting an Accountant, you can get assistance from a professional who understands your staff wages and business needs. This feature ensures that your payroll setup and ongoing management are handled efficiently, without any additional cost. Accountants have access to your account as administrators, helping you maintain payroll compliance and business requirements without being included in your invoiced staff count.

1. Adding an Accountant to Your Account

In this section, you'll learn how to add an Accountant, Bookkeeper, or Advisor to your RosterElf account. This process is simple and enables the Accountant to access your account as an administrator. Follow these steps to add them to your account.

1.1 Steps to Add an Accountant

1.1.1 Click on your avatar in the top right corner of RosterElf.

1.1.2 Select My Accountant from the drop-down menu.

1.1.3 Fill in the Accountant's details.

1.1.4 Click Save to grant them access.

1.1.5 The Accountant now has full administrative access to help manage your payroll compliance.

2. How Is Accountant Access Different?

This section outlines the differences between an Accountant’s access and regular staff or admin access in RosterElf. While Accountants have administrative privileges, they are not treated as standard staff members. Understanding these distinctions can help you make the best use of this feature.

2.1 Key Differences for Accountant Access

2.1.1 Accountants have the same access as an Admin but cannot be a staff member.

2.1.2 Accountants cannot be rostered, request leave, or adjust their availability.

2.1.3 Accountants are free users and do not count towards your invoiced staff count.

2.1.4 Accountants cannot be added to the roster or assigned to sites and positions.

2.1.5 Accountants do not appear in the Staff tab.

2.1.6 Accountants do not receive shift requests, such as shift swaps or open shifts.

2.1.7 Accountants cannot change their permission level.

FAQs About Adding an Accountant to RosterElf

1. How do I add an Accountant to my RosterElf account?
To add an Accountant to your RosterElf account, click on your avatar in the top right corner, select My Accountant, fill in the Accountant’s details, and click Save. The Accountant will then have administrative access.

2. What access does an Accountant have in RosterElf?
An Accountant has the same access as an Admin in RosterElf but cannot be rostered, request leave, or adjust availability. They also do not count towards your invoiced staff count.

3. Can Accountants be added to the roster in RosterElf?
No, Accountants cannot be added to the roster or assigned to any sites and positions in RosterElf. They are not considered standard staff members.

4. Are Accountants counted in my invoiced staff count in RosterElf?
No, Accountants in RosterElf are considered free users and do not count towards your invoiced staff count. This allows you to invite them without any additional charges.

5. Why should I add an Accountant to my RosterElf account?
Adding an Accountant helps ensure payroll compliance and efficient management of staff wages. They have administrative access to assist with payroll setup and ongoing business needs without any extra cost.