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For managers and administrators

Manage employee profiles and access

Keep staff groups, location access and employment status up to date.

3 min read

Check an employee's setup

  1. Step 1: With company administration access, open Settings → Company and choose the current employee's profile.
  2. Step 2: Check their account link, employment details and location activity. Assign the staff groups they should appear under for each location.
  3. Step 3: Check both location access and Show on rota. Being connected to a location and appearing in rota planning are separate controls.
  4. Step 4: Review administrative roles carefully. Give people only the access needed for their work.

When someone leaves

Use Remove employee and read the confirmation. Offboarding revokes workplace and location access and removes the employee from shifts that have not started.

Historical rota, attendance, payroll and billing records are retained. Removing an employee is not a way to erase their working history.

Rehiring a former employee

Find the person under Former employees and choose at least one location when rehiring. This restores employee-level access; old administrative permissions and removed future shifts are not automatically restored. Check their setup and upcoming assignments again.