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 staff members

2. Click on the action button and select 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 and Editing Staff Info and Tags

1. Under the Rostering tab, head on to staff members

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

3. Head into the relevant tabs to add information to their Details, Assignments 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 more tab

2. Select settings

3. Under Advanced, click on Manage Staff

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

5. 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 more tab

2. Select settings

3. Under Advanced, click on Manage Staff

4. Head on to the Archived Staff tab

5. 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 11 Apr 2024