Knowledge Base
Visit our company website
Contact us
Go to Customer Portal
Personnel
Personnel
Personnel Records (RotaMaster Core)
Personnel Records (People+)
Leave/Adjustments
Rota Management
Shift Pattern Manager
View Rota
Manage Calendar
Rota Upload
Rules
Rota Settings
Budgeting
Room Allocation
Allocating Shifts
Rota Management
Rota Weekly Viewer
Rota Functions
Rota Views
People+
Pre-Post
Posts
Leave
Sickness
Overtime
Expenses and Mileage
Mandatory Training
Personnel Records
Staff Pay
Staff Hub
Staff Guides
Admin Staff Hub
Messaging
App
Downloading and Logging into the RotaMaster App
Using the RotaMaster App
Bank+
Bank+ Set Up
Using Bank+
Attendance+
Attendance+ App
Attendance+ Setup
Using Attendance+
Release Notes
RotaMaster Release Notes
App Release Notes
Data API Release Notes
Reporting
How to run reports
Reports
Dashboards
Data API
Integration API
Finance
Finance Set up
Running Payroll and Invoicing
Payroll Exports
Invoicing Exports
Settings
Administration Profiles
General Settings
User Settings
Lunchtime Learning
Feature Definitions
Core System Structure
Multi-factor Authentication
Back to home
Knowledge Base
Personnel
Personnel
Personnel Records (RotaMaster Core)
Personnel Records (People+)
Leave/Adjustments
Rota Management
Shift Pattern Manager
View Rota
Manage Calendar
Rota Upload
Rules
Rota Settings
Budgeting
Room Allocation
Allocating Shifts
Rota Management
Rota Weekly Viewer
Rota Functions
Rota Views
People+
Pre-Post
Posts
Leave
Sickness
Overtime
Expenses and Mileage
Mandatory Training
Personnel Records
Staff Pay
Staff Hub
Staff Guides
Admin Staff Hub
Messaging
App
Downloading and Logging into the RotaMaster App
Using the RotaMaster App
Bank+
Bank+ Set Up
Using Bank+
Attendance+
Attendance+ App
Attendance+ Setup
Using Attendance+
Release Notes
RotaMaster Release Notes
App Release Notes
Data API Release Notes
Reporting
How to run reports
Reports
Dashboards
Data API
Integration API
Finance
Finance Set up
Running Payroll and Invoicing
Payroll Exports
Invoicing Exports
Settings
Administration Profiles
General Settings
User Settings
Lunchtime Learning
Feature Definitions
Core System Structure
Multi-factor Authentication
Personnel
Personnel Records (RotaMaster Core)
Compliance
How to allow staff to work more than one role
Changing a Staff Member's Login Details for the Web Portal
Creating Line Managers
Personnel Rota Settings
Minimum Shift Spacing
Moving a Staff Member into a new Rota Group/Team
Creating a Personnel Record
Assigning A Sub Group To A Personnel Record
Marking A Staff Member As A Trainer Or Registrar
How To Restrict An Individual From Working In A Zone
Document Uploads
Finance Details And Pension Contributions
Downloading a Document
Suspending a Staff Member
Creating New Skills; assigning them to Personnel Record's & Shift's
Assigning Primary And Secondary Line Managers
Shift Cancellation
Global User Defined Controls
Uploading Photos Onto Personnel Records
How can I allow staff see only their own shifts - or everyones?
How Do I Allow Staff Members To Work Across Different Sites (Rota Groups)?
Working Time Directive
Setting a Staff Member to Be Payroll/Non-Payroll (Self-Employed)
How Do I Add A New Professional Indemnity Organisation?
Populating a Personnel Record
Archive a Staff Member
How do I limit a staff members hours per week/month?
Assigning Pay Rates to staff
Emergency Contacts
See more
Personnel Records (People+)
Marking a staff member as a leaver
Viewing an Individual's Annual Leave Allowances (People +)
Importing Documents into a Personnel Profile (People+)
Searching For Employees In People +
Leave/Adjustments
Locking and Unlocking Shifts and Adjustments
Changing The Annual Leave Year Start Month/Units
Leave Settings
Adding, editing and deleting Adjustments in Adjustments & Leave
Annual Leave Accrual For Zero Hours Contracts
Editing Adjustments (Leave/Sickness etc.)
Calculating Value & Length Of Adjustments with Shifts
Approving Adjustments
Working Out Leave Duration
Adding Leave Allowances To A Personnel Record
Calculating Length Of Adjustment With No Shifts
Creating An Adjustment For Part Of A Shift
Enabling Leave Requests
Adding Leave Allowances to a Personnel Record - Core
See more
