Adding staff manually

In RosterElf, you can manually add staff members to prepare your team for scheduling. This process ensures that you have all the necessary information to manage shifts effectively. This guide will walk you through the steps to add staff manually, focusing on entering basic details in the Info tab. By following these steps, you'll set up your team members quickly, allowing them to receive updates and manage their availability.

1. Access the Employees Section

To add employees to your RosterElf account, you need to access the Employees section. This area allows you to add, edit, or remove team members as needed. It serves as the central hub for managing your staff's basic information.

1.1 Navigate to the Employees Section

1.1.1 Log in to your RosterElf account.

1.1.2 In the dashboard, navigate to the Staff tab on the top menu.

1.1.3 Click the + Add Employee button at the top left of the page.

2. Enter Employee Details in the Info Tab

When adding a new employee, you need to provide their basic information in the Info tab. Additional sections like Payroll, Permissions, and Availability can be completed later. For now, focus on entering the required details to set up the employee profile.

2.1 Add Basic Employee Information

2.1.1 Enter the employee’s full First Name and Last Name (required).

2.1.2 Add the employee’s Email Address for receiving notifications like roster updates.

2.1.3 Input the Phone Number (required) to enable SMS notifications for shift changes.

2.1.4 Enter the Date of Birth (optional).

2.1.5 Add the Employment Start Date (optional) to track when the employee joined.

2.2 Assign Sites and Positions

2.2.1 Add the sites where the employee can work by clicking the + symbol and selecting from available sites.

2.2.2 Assign roles or positions (e.g., Barista, Manager) by clicking the + button for each position.

2.2.3 Click the Save button at the bottom of the page after completing the required fields.

3. Employee Welcome Email With Password

After saving the employee's information, RosterElf will automatically send a welcome email. This email helps new employees get started by providing login details, a user guide, and app download links.

3.1 Contents of the Welcome Email

3.1.1 The email includes a Temporary Password for first-time login.

3.1.2 It contains a Basic User Guide that explains how to use RosterElf, covering features like checking rosters and managing availability.

3.1.3 Provides Links to Download the RosterElf Apps on iOS and Android for easy access to shift updates and availability management.

This process ensures that your staff can quickly access their account and start using RosterElf, keeping them informed and connected right from the start.

Frequently Asked Questions About Adding Staff Manually

1. How do I manually add staff in RosterElf?
To manually add staff in RosterElf, log in to your account and navigate to the Staff tab on the top menu. Click the + Add Employee button at the top left of the page, then fill in the required information in the Info tab.

2. What details are required when adding a new employee?
When adding a new employee, you must provide their full first and last name, phone number, and email address. Other details, like date of birth and employment start date, are optional.

3. How do I assign roles and sites to an employee?
To assign roles and sites, click the + symbol in the Info tab under the sites and positions sections. Select the appropriate sites and positions for the employee, then click Save to complete the setup.

4. What is included in the RosterElf welcome email?
The RosterElf welcome email includes a temporary password for first-time login, a basic user guide, and download links for the RosterElf apps on iOS and Android, helping new employees get started quickly.

5. Will employees receive notifications after being added?
Yes, employees will receive email notifications, including a welcome message with login details and app links. If a phone number is added, they will also receive SMS notifications for roster updates and shift changes.