Archive a Staff Member

Once a member of staff leaves your organisation, you can archive their Personnel Record.

This will;

• Stop them receiving email/SMS updates from RotaMaster
• Remove them from consideration by the Allocation Wizard
• Stop them showing in reports
• Remove them from your RotaMaster Workforce Level
• Decline outstanding leave requests
• Complete any open sickness records

However, all of their details will remain in the system. If they return to your organisation you can unarchive the record.

Please note - any staff members that have set shifts in Shift Pattern Manager (i.e. they are the Default Person in shifts) they cannot be archived until they are removed from these shifts.

To archive a person, go to Personnel > Personnel Manager;

Find the Personnel Record, either by searching or by using the Rota Group Breakdown.

Click on the Personnel Record and click the Archive button, as shown below;

This will show the following prompt;

Click Yes.

This will archive this person.

To view their record and unarchive them, click on the Archive option in Personnel Manager. Then click on their name and click the Unarchive Person button - all shown below;

Click Yes on the following;

This person will now be restored to their previous Rota Group and Team.