Managing Staff Rota Template Employees
Learn how to manage your staff rota templates employee list from within OneBoxBM.
Manage your staff rota template employee list from within their staff rota template record.
Key Points
When managing staff rota template employees, the main points to be aware of are.
- In order to view/manage the employee list, you must granted access to do so.
- Any changes made to rota templates, will only affect rotas created using the template going fowards.
- The employee list is intended as a default, you can modify the list anytime once a rota has been created.
- You can also opt to assign employees using employee groups, which will add all employees within a group to the rota upon creation.
Step-by-step
See below for a step-by-step guide on updating the default employee list stored against each rota template.
Updating the employee list on a rota template
- Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
- Use the search to find the staff rota template that you wish to update.
- Click/press the 'Manage' button.
- You can use the one in the right hand panel or the one in the list.
- Once the template record is loaded go to the 'Employees' tab and click/press 'Edit'.
- Make the required changes.
- Click/press the 'Save & Close' button.