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- Bank+ Set Up
Flagging Staff Members As Bank
For a Staff Member to book into Bank Shifts they must be flagged as Bank in their personnel record. To do this go to Personnel>Personnel Manager:
Go to your Bank Rota Group and double click on a staff member to open their Personnel Record. For help flagging a Rota Group as Bank please click here.
At the bottom of the Personal Details window there is a section called ‘Flags’ click on the Bank Staff box to flag that staff member as Bank.