Staff

Action required 0

The clearest workforce items needing manager attention.

No actions requiredIssues will appear here when staff setup or requests need review.

Employment setup health

Worker, payroll and employment setup completeness.

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Not available yet

Staff onboarding

Invite staff to self-enrol, review submitted details, and approve access for the staff app. Staff profile, rota, request, clocking, and geolocation-check data where enabled are covered by the privacy notice.

Active invites

Name	Email	Status	Expires	Actions
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Pending approvals

Request review

Availability changes and time off from RotaSmart Team.

No pending requestsAvailability and time-off requests will appear here when available.

Pay review alerts

Minimum wage and payroll checks from current staff setup.

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Staff directory

Current and historic staff records from live staff setup.

Assistive mode

Read-only staff, leave, and availability checks for the current week.

Add staff

Full name *

Staff ID *

Date of birth

Main role *

Title (optional)

Employment type

Worker classification

Contract start date

Pay type *

Hourly rate *

Annual salary

Contracted weekly hours (min)

Max weekly hours

Max days per week

Training & experience

Main role is always included; set the level that best matches experience.

Manager

Keyholder (can lock up)

Exclude from auto-assign

Manager-only shift swap group

Share with other company sites

Min rest between shifts (hours)

Address & Contact

Address line 1

Address line 2

City

Postcode

Phone

Kiosk PIN

Read-only 6 digit PIN for site kiosk clocking.

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Save the staff record before generating a kiosk PIN.

Holiday

Annual holiday entitlement (days)

Remaining holiday entitlement (days)

Accrued to date (days)

Holiday accrual rate (%)

Employment profile

Used for server holiday pay, SSP, tips/tronc and payroll line treatment. Keep this in everyday contract language.

Worker type

Contract type

Contracted weekly hours

Normal daily hours

Normal working days

Tick the days normally worked. Use rota history for genuinely irregular patterns.

Pay rate for payroll (£/hr)

Holiday method

Leave hours still accrue and must be taken. Eligible staff receive holiday pay with wages, not again when leave is taken. Site policy must also be enabled.

SSP qualifying days

Tips / tronc treatment

Company sick pay

Pay & compliance support

Tax code

NI number

NI category

Student loan plan

Pay frequency

Starter declaration

Pension enrolled

Pension scheme

Employee pension %

Employer pension %

Availability

Set an ongoing weekly cycle. Use time off requests for date-specific exceptions.

Cycle length

From date