Rotaready

Amelia Andrews

Carl Holloway

Fiona Barnett

Staff

How to add a new joiner and create their Rotaready user account.

Add an employee

How to approve new joiners and how to be notified when someone is pending approval.

Account approval

How to check and review the details submitted by new employees who have self-onboarded through the mobile app.

Self-onboarding (for employers)

If an employee is departing, end their employment ahead of time and Rotaready will know when to terminate their account.

Ending an employment

What to do if an ex-employee rejoins your organisation.

Reactivate an employee

How to include employees on the rota who don't work for you.

Outsourcing

Anonymise an employee to remove all their personal details, or delete their record entirely.

Delete or anonymise an employee

Employee accounts

How to maintain employee personal information, for HR needs.

Personal details

Contractual changes to someone's employment are stored as appointments on their account.

Employment & appointments

How to maintain a chronological history of employee salary information, bonuses and special pay rates such as overtime.

Pay records

How to review new joiners' self-submitted details, or employees' updates to their information.

Employee submitted details

Record written notes on an employee's profile.

Notes

Sometimes known as the Working Time Directive, or simply WTD, these are the regulations that restrict what employees can do.

Working Time regulations

Jamie Harvey

Employee details

How to track an employee's absence using allowances.

Absence allowances (for employers)

Employees can automatically accrue holiday based on the hours they work.

Holiday accrual

How to manage time off, such as holiday or sickness, for your employees.

Absence requests (for employers)

Managing the different types of time off available within your organisation.

Absence types

Finalising an absence allowance

Absence & holiday

Control what functions a user has access to by setting their permission level.

Permission levels

Control what sites/departments a user has access to by changing their site access.

Site access

Permissions

Upload documents to an employee record, such as passports, contracts and other files, and be notified when they expire.

Documents

How to send contracts for your employees to sign, sometimes known as e-sign or electronic signing.

Document Signatures

How to use Merge Tags to automatically substitute employee information into documents sent for electronic signature.

Merge Tags for Document Signatures

Define when an employee is typically free to work shifts with an availability pattern.

Availability patterns (for employers)

Use tags for skills or other attributes and assign them to employees so you can find people faster when scheduling.

Employee accounts

Employee details

Absence & holiday

Permissions

Documents

Other