Permission Level: Admin, Manager
Device: All Devices
This article is designed for Admins and Managers to access via All Devices.
Manager onboarding guide in RosterElf
Learn how to onboard managers in RosterElf. This guide covers all essential features a manager needs to know, including managing staff, rostering, payroll, and attendance. It provides a simple, step-by-step process to help managers quickly get familiar with RosterElf. By the end of this guide, managers will feel confident using RosterElf to manage their teams, schedules, and operations effectively.
1. Setting up a manager account in RosterElf
This section explains how managers can set up their accounts and update personal details in RosterElf. Setting up an account ensures managers have access to all tools and features required for their role. Following these steps will help personalise the account and keep it secure.
Related guide: Guide to My Profile settings
1.1 Accessing profile settings
1.1.1 Click on your avatar in the top right corner of the screen.
1.1.2 Select My Profile from the dropdown menu.
1.1.3 Update fields such as your name, email, phone number, or password.
1.1.4 Click Save to apply changes.
2. Managing staff in RosterElf
This section covers how managers can add, update, and filter staff information. Understanding how to manage staff effectively ensures team details are always up to date.
Related guides:
2.1 Adding staff manually
2.1.1 Go to the Staff tab in the top menu.
2.1.2 Click + Add Employee.
2.1.3 Enter details like the employee’s name, email, and phone number.
2.1.4 Assign their site and position.
2.1.5 Click Save to send a welcome email to the employee.
2.2 Using staff filters
2.2.1 Open the Staff tab.
2.2.2 Use filters like Yet to Login, Missing Pay Template, or Not Synced to Xero.
2.2.3 Adjust settings or update staff information based on filter results.
3. Rostering basics in RosterElf
This section introduces rostering tools to help managers create and manage shifts efficiently. Managers can add, copy, or adjust shifts while maintaining scheduling accuracy.
Related guides:
3.1 Adding shifts to the roster
3.1.1 Go to the Roster tab.
3.1.2 Select the desired date and click the + button.
3.1.3 Enter shift details like time, site, and position.
3.1.4 Assign staff or mark it as an Open Shift if unassigned.
3.1.5 Save or publish the shift.
3.2 Copying rosters without templates
3.2.1 Switch to the weekly view of the roster.
3.2.2 Filter the roster to one site.
3.2.3 Click the Copy a Roster button and select a date range.
3.2.4 Confirm settings to copy the roster to a new week.
3.3 Managing roster warnings
3.3.1 Look for warning icons next to shifts.
3.3.2 Hover over the icon to view the warning details.
3.3.3 Fix issues like overlapping shifts or unavailable staff by adjusting the schedule.
4. Time and attendance management
This section explains how to track staff attendance using RosterElf’s Time & Attendance tools. Learn to configure global and site-specific clock-in methods for accurate tracking.
Related guides:
4.1 Configuring clock-in options
4.1.1 Go to Settings Time & Attendance.
4.1.2 Enable clock-in methods such as tablet or smartphone.
4.1.3 Adjust settings for photo proof and GPS validation as needed.
4.2 Best practices for time tracking
4.2.1 Set GPS tolerance for smartphone clock-ins.
4.2.2 Enable photo proof for added security.
4.2.3 Review and adjust settings regularly for smooth operations.
5. Payroll setup and management in RosterElf
This section guides managers on setting up and managing payroll efficiently. Accurate payroll management reduces errors and streamlines processing.
Related guide: How to set up and manage payroll in RosterElf
5.1 Accessing and filtering payroll data
5.1.1 Go to the Payroll tab.
5.1.2 Choose a date range to view relevant payroll data.
5.1.3 Use filters to sort payroll by staff, site, or position.
5.2 Reviewing shift notes and photos
5.2.1 Open a shift’s details in the payroll tab.
5.2.2 Review associated payroll notes, clock-in/out records, and photos.
6. Reporting tools in RosterElf
This section highlights how managers can use reports to monitor team performance, attendance, and costs. Reports provide valuable insights to optimise operations.
Related guide: Overview of custom reports
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.
FAQs About Manager Onboarding in RosterElf
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.
6. Why is filtering staff information important in RosterElf?
Filtering staff information in RosterElf helps managers make informed decisions quickly by identifying gaps, such as missing pay templates or login activity. These tools enhance workforce visibility and streamline management. Discover more about managing staff efficiently.
7. How do RosterElf's scheduling tools boost productivity?
RosterElf’s scheduling tools ensure optimal shift planning by reducing errors and saving time. By simplifying the process, managers can focus on improving employee satisfaction and meeting business goals. Explore the benefits of smart scheduling and efficient rostering.
8. Why is streamlined payroll management critical for success?
Streamlining payroll reduces administrative workload and ensures accurate, compliant payouts. With RosterElf’s payroll integration, businesses save time while minimising errors. Learn more about payroll solutions.
9. How can reporting tools optimise team performance?
RosterElf’s reporting tools provide actionable insights into attendance, labour costs, and productivity. These reports empower managers to make data-driven decisions, optimising workforce efficiency. See how custom reporting can help.
10. How do time tracking tools improve workforce accountability?
Time tracking tools like GPS validation and photo proof enhance accountability by ensuring accurate attendance records. These features promote transparency and reduce time theft. Learn more about advanced attendance tracking.