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Invite an employee to Rotas and Workforce Management by email

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

Kathy Gwinnett avatar
Written by Kathy Gwinnett
Updated over 7 months ago

A) Individual invitation when creating a profile

When creating a new employee from the "Employees/workers > Manage" menu --> "Add employee", the welcome email to Atlas will be triggered once the employee record has been created. To complete the employee record creation, follow the 3 steps below:

  1. Turn on the "Grant access to Atlas" switch

  2. Select "New User" and type in their email address

  3. Click Save

This will trigger the invitation to the user's email address, prompting them to set tehir password to log in to Atlas.


B) Individual invitation from the employees list

To invite an employee to use Rotas and Workforce Management by email, you can follow these instructions to reset their password:

  1. Click in to an Employee record in the Employees/workers > Manage area

2. Click in the Administration tab

3. Click the Reset button


C) Send a mass invitation to all the employees

It is possible to send an invitation to all the employees who are waiting to log in for the first time, all at once:

  1. Click in the Users area

  2. Click on the Actions button

  3. Select Bulk password reset

  4. Tick Select all

  5. Click Reset


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