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Managing multiple sites in RosterElf

Learn how to manage multiple sites in RosterElf for better organisation and flexibility. Setting up sites helps you separate different physical locations, departments, or teams, making it easier to manage staff, budgets, and schedules. This article explains the benefits of creating multiple sites and how it can help you streamline your business operations.

1. Setting up geographical locations as sites

Separating physical locations into different sites within RosterElf simplifies management for businesses with multiple locations. By setting up sites for each location, you can easily manage schedules, staff assignments, and track performance for each place individually. This structure is particularly useful if you want to monitor the performance and operations of each location separately.

1.1 Creating sites for each location

Follow these steps to set up separate sites for each of your business locations:

1.1.1 Log into your RosterElf account.

1.1.2 Navigate to the Sites section in the settings menu.

1.1.3 Click Add New Site and enter the location's name.

1.1.4 Save the details to create a new site for that location.

1.1.5 Repeat for each physical location you wish to manage separately.

2. Using sites to manage departments

You can also use RosterElf's site feature to manage different departments within the same physical location. This setup helps businesses like restaurants, retail stores, or service providers where different departments operate under the same roof but need separate schedules and rosters.

2.1 Setting up department-based sites

Here’s how to organise your departments as sites in RosterElf:

2.1.1 Log into your RosterElf account.

2.1.2 Go to the Sites section under settings.

2.1.3 Click Add New Site and name it after the department (e.g., Reception, Back of House, etc.).

2.1.4 Save the details to create a new site for each department.

2.1.5 Repeat the process for each department you need to manage separately.

3. Benefits of setting up multiple sites

Creating multiple sites in RosterElf provides several advantages for businesses of various sizes. By organising sites by location or department, you can achieve better financial management, improved oversight, and streamlined shift allocation.

3.1 Budget management for each site

Managing sites separately helps track budgets more accurately:

3.1.1 Publish each site's schedule individually to monitor financial performance.

3.1.2 Compare each site's budget against its actual labour costs.

3.1.3 Adjust rosters or staffing levels based on each site’s financial data.

3.2 Assigning management roles to specific sites

Dividing responsibilities by assigning managers to specific sites ensures smooth operations:

3.2.1 Managers can access only their designated site's roster and approve changes.

3.2.2 This feature is ideal for businesses with multiple managers overseeing different areas.

3.2.3 Managers can process payroll and schedules for their assigned site without affecting others.

3.3 Preventing shift overlaps between sites

Using different sites for separate locations prevents scheduling conflicts:

3.3.1 Employees are rostered only at the site where they are assigned.

3.3.2 This helps avoid accidental shift allocation at a location where an employee does not work.

3.3.3 Improves efficiency in managing staffing across multiple locations.

By following these steps and using RosterElf's site management feature, businesses can maintain better control over their operations, simplify scheduling, and ensure smooth workflow across locations or departments.

FAQs about managing multiple sites in RosterElf

1. How do I set up multiple sites in RosterElf?
To set up multiple sites in RosterElf, log into your account and navigate to the Sites section in the settings menu. Click Add New Site, enter the name of the location or department, and save the details. Repeat this process for each site you want to manage separately.

2. Can I use RosterElf to manage different departments in the same location?
Yes, you can manage different departments within the same physical location using the site feature in RosterElf. Create separate sites for each department, such as Front of House or Kitchen, to organise schedules and rosters for each department individually.

3. What are the benefits of setting up multiple sites in RosterElf?
Setting up multiple sites in RosterElf helps you streamline business operations by managing schedules, budgets, and staff separately for each location or department. It also allows for better financial tracking, easier shift management, and prevents scheduling conflicts between different sites.

4. How can I manage budgets for each site in RosterElf?
To manage budgets for each site in RosterElf, publish the schedule for each site individually and monitor its financial performance. Compare the budgeted costs against the actual labour expenses for each site and make adjustments to staffing as needed.

5. Can I assign managers to specific sites in RosterElf?
Yes, RosterElf allows you to assign managers to specific sites. Managers can access only their assigned site's rosters, approve changes, and handle payroll without affecting other sites. This is ideal for businesses with multiple managers overseeing different areas.