RotaCloud Academy/Getting started with RotaCloud

Getting started with RotaCloud

Course Details

Getting Started with RotaCloud is designed to guide administrators and managers through the seamless setup of their RotaCloud account. Whether you're new to RotaCloud or looking to optimise your setup process, this course offers a step-by-step approach to getting your scheduling system up and running. You'll learn how to configure your account, add employees, create and manage rotas, and utilise key features that will streamline your workforce management.

Learning Outcomes

By the end of this course, you will be able to:

  1. Understand the RotaCloud Interface: Navigate the RotaCloud platform with confidence, knowing where to find and how to use key features

  2. Set Up Your RotaCloud Account: Complete the initial setup of your account, including configuring company settings and preferences

  3. Add and Manage Employees: Efficiently add your team members, assign roles, and manage employee profiles within RotaCloud

  4. Create and Publish Rotas: Learn how to build and customise rotas, assign shifts, and publish schedules that meet your organisation's needs

  5. Utilise Advanced Features: Explore additional features like shift swapping, absence management, and reporting to make the most of RotaCloud's capabilities

  6. Maintain an Efficient Workflow: Develop best practices for managing your workforce through RotaCloud, ensuring clear communication and effective time management

Content

Introduction

Welcome to Getting started with RotaCloud

General Account Setup

Setting up employees
Setting up locations
Setting up roles
Quiz

How to use the Rotas page

Rotas overview
Hours, costs, budgets and forecasting
Copying
Staff availability & unavailability
Publishing and Notifications
Day notes, shift notes & memos
Share links & calendar feeds
Quiz

Leave

Adding leave
Leave page, editing and deleting
Quiz

Automating tasks & giving employees control

Leave requests
Open shifts
Employee profiles
Quiz

Staff Management

Employee onboarding and offboarding
Documents & logbooks
Manager permissions
Custom roles rates
Non-working days
Importing information
Grouping and ordering employees
Quiz

Payroll

Setting up time & attendance
Clocking in and out
Viewing and editing timesheets
Breaks
Timesheet approval
Missing information
Payroll export report
Quiz

Reporting

Filtering reports
Exporting data
Histories
Quiz

Customising RotaCloud

Account settings
Quiz

Further information

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