Rostering Staff Management

Scenarios:

1. You are using Enrolmy’s Rostering feature

2. You have staff you want to roster for activity shifts

This document assumes the following:

• You are an active Enrolmy user

• You have already set up tags for rostering

• You have relevant information onhand about your staff

Add Staff Member for Rostering Purposes only

If you only need to add a staff member for the purpose of rostering, please follow the below process:

1. Under the Rostering tab, head on to Sources → Staff

2. Click on New Staff Member

3. 

   Fill in the information needed

4. Hit Save

NOTE: If you need your staff to have access to Enrolmy mobile app and parent kiosk, invite them through the Settings tab https://helpcentre.enrolmy.com/entkb/invite-staff-to-join-enrolmy

Adding Staff Info and Tags

1. Under the Rostering tab, head on to Sources → Staff

2. Click on the name of the staff you want to add info or tags

3. Head on to different tabs if you need to add information on their Details, Assignments, Pay Info, Leave, and Notes/Docs

4. Hit Save

Editing Staff Info and Tags

1. Under the Rostering tab, head on to Sources → Staff

2. Click on the name of the staff you want to edit info or tags

3. Head on to different tabs if you need to update information on their Details, Assignments, Pay Info, Leave, and Notes/Docs

4. Hit Save

Archiving Staff

If you want to remove staff from the rostering list and their access to Enrolmy, this is best done through the Settings tab:

1. Log in to your Enrolmy provider account, and click on the big plus ( + ) → Settings

2. Under Advanced, click on Manage Staff

3. Look for the name of the staff you want to archive

4. Click on the action cog beside the name and select Archive

Unarchive Staff

Follow the below steps if you wish to grant access again to an archived staff account

1. Log in to your Enrolmy provider account, and click on the big plus ( + ) → Settings

   

2. Under Advanced, click on Manage Staff

3. Head on to the Archived Staff tab

4. Click on the action cog beside the name of the staff you want to unarchive

   

Great job! You now know how to manage staff for rostering purposes!

Last updated 08 Aug 2023