Permission Level: Admins or Managers

Device: Web Browser

This article is designed for Admins and Managers to access via a web browser.

Deleting Staff in RosterElf

This article explains how to delete and reactivate staff members in RosterElf. You’ll learn the steps to remove an employee from your active staff list and how to manage any future rostered shifts. Additionally, it covers how to reactivate staff members who were previously deleted. This guide aims to simplify the process, ensuring you understand the implications of each action and how to maintain roster accuracy.

1. Deleting Staff in RosterElf

This section guides you through the process of deleting a staff member in RosterElf. Deleting a staff member will remove them from your active roster. If they have any future shifts or approved leave, you'll need to address those before completing the deletion.

1.1. Steps to Delete a Staff Member

1.1.1: Click on the Staff tab.

1.1.2: Hover over the employee you want to delete and click the X button.

1.1.3: Review the confirmation popup displayed by RosterElf. Click Deactivate to confirm.

2. Reactivating Staff in RosterElf

This section outlines how to reactivate a staff member in RosterElf. If you have deleted an employee but need to restore them, follow these steps to make them active again. Reactivating staff allows them to appear on future rosters and ensures their availability for new shifts.

2.1. Steps to Reactivate a Staff Member

2.1.1: Click on the Staff tab.

2.1.2: On the top right of your RosterElf screen, click the Inactive button to display deleted staff members.

2.1.3: Hover over the staff member you want to reactivate and click the green "re-activate" icon.

2.1.4: Click Reactivate on the popup to confirm the reactivation.

Frequently Asked Questions About Deleting Staff in RosterElf

1. How do I delete a staff member in RosterElf?
To delete a staff member, go to the Staff tab, hover over the employee, and click the X button. Confirm the deletion in the popup. Ensure you manage any future shifts or approved leave before finalising the process.

2. What happens to future shifts when a staff member is deleted?
When you delete a staff profile, any future shifts assigned to them remain on the roster and the name appears in red to flag the issue. To convert those shifts into open shifts, open the shift, tick Mark as open, tick Apply to all future shifts, then save. Finally, republish the roster so the newly open shifts can be reassigned and you avoid scheduling gaps.

3. Can I reactivate a deleted staff member in RosterElf?
Yes, you can reactivate a staff member by clicking the Staff tab, selecting the Inactive button, hovering over the desired staff member, and clicking the green tick. Confirm the reactivation in the popup.

4. Will reactivating a staff member restore their previous shifts?
Reactivating a staff member allows them to be scheduled for new shifts, but it does not automatically restore shifts they had before being deleted. You will need to add them back to any required rosters manually.

5. Do I need to remove approved leave before deleting a staff member?
Yes, any approved leave will be removed when you delete a staff member. Make sure to manage or review their leave status before proceeding with deletion to avoid loss of leave records.