Adding and deleting staff in RosterElf

This article explains how to add and delete staff using the RosterElf app. Adding staff ensures employees can access the system and receive notifications. Deleting staff is essential for maintaining an up-to-date employee list. This guide provides step-by-step instructions for both actions and links to relevant resources for additional help.

1. Adding staff in RosterElf

This section outlines the steps to add staff members to your RosterElf account. By adding staff, you ensure they can receive email and SMS notifications and access rosters and shift updates.

1.1 Adding staff manually

Follow these steps to add staff manually:

1.1.1. Tap the Staff menu at the bottom of your screen.

1.1.2. Click the Plus (+) icon on the top right of the screen.

1.1.3. Enter the required employee details: first name, last name, email, and mobile number.

1.1.4. Tap Save to complete the process.

1.1.5. The email address is mandatory for login and notifications. Adding a mobile number is optional but recommended to enable SMS alerts for rosters and shift changes.

1.1.6. For more information, refer to the article: Adding staff manually (basic info).

2. Deleting staff in RosterElf

This section explains how to delete staff and manage the impact on rosters and leave records. Deleting staff makes them inactive and ensures your employee list stays accurate.

2.1 Deleting staff manually

Follow these steps to delete a staff member:

2.1.1. Open the RosterElf app and tap the Staff menu at the bottom of your screen.

2.1.2. Locate the employee and tap on their name.

2.1.3. Click the Delete button in their profile.

2.1.4. Confirm the deletion when prompted.

2.1.5. After deletion:

2.1.5.1. The employee becomes inactive in your account.

2.1.5.2. Any future shifts assigned to them turn into Open Shifts, which must be filled manually.

2.1.5.3. Pending or approved leave is cleared from the system.

2.1.6. For more details, refer to the article: Deleting staff manually.

FAQs for Adding and Deleting Staff in RosterElf

1. How do I add a new staff member in RosterElf?

To add a staff member, open the RosterElf app, tap the Staff menu, and click the Plus (+) icon. Enter the employee’s first name, last name, email, and mobile number. Tap Save to complete the process. An email address is mandatory for login and notifications.

2. What happens if I delete a staff member in RosterElf?

When you delete a staff member, they become inactive in your account. Future shifts assigned to them turn into Open Shifts, and any pending or approved leave is removed. You must manually reassign Open Shifts.

3. Is it necessary to add a mobile number when creating a staff profile?

Adding a mobile number is optional but highly recommended. It enables SMS alerts for rosters and shift changes, ensuring staff are promptly informed.

4. Can deleted staff members be reactivated in RosterElf?

Yes, you can reactivate deleted staff members by accessing their profile and re-enabling their status. This makes them active and visible in your employee list again.

5. How do Open Shifts work after deleting a staff member?

Open Shifts are unfilled shifts created when you delete a staff member with scheduled shifts. You can manually assign these shifts to another employee through the roster view.