Workforce Management Citation

How to create an employee. How to manage employee profiles

Add an employee

How to add a new employee

How to archive or remove an employee from your Rotas and Workforce Management account.

How to archive/remove an employee from Rotas and Workforce Management?

Here's how to cancel an employee's departure that has been scheduled but is no longer needed.

How to cancel an employee departure scheduled for the future

How to invite someone to Atlas and Rotas and Workforce Management

Getting access to Rotas and Workforce Management

How to reactivate returning employees to give them Rotas and Workforce Management access. How to reinstate an employee.

Reactivating Employees

How to set up a new administrator in your organisation

Add an Administrator

How to connect employees to Rotas and Workforce Management by email so that they have access to the schedule

Invite an employee to Rotas and Workforce Management by email

Kathy Gwinnett

Creating and removing employees

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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