Staff Roster User Manual

1. Introduction

The Staff Roster module is part of the Elinom ERP platform. Staff Roster — Dashboard, Roster Generator, Timesheet, Clock In / Out, Employees.

Open the module from the ERP shell sidebar (#roaster) or directly at public/Roaster.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Staff Roster administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Staff Roster access.
2. Open Staff Roster from the ERP sidebar (#roaster).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Dashboard

Dashboard — workspace for day-to-day dashboard tasks and records.

How to use Dashboard

1. Navigate to Staff Roster → Dashboard from the sidebar or #roaster?section=dashboard.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Roster Generator

Roster Generator — workspace for day-to-day roster generator tasks and records.

How to use Roster Generator

1. Navigate to Staff Roster → Roster Generator from the sidebar or #roaster?section=roster.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Timesheet

Timesheet — workspace for day-to-day timesheet tasks and records.

How to use Timesheet

1. Navigate to Staff Roster → Timesheet from the sidebar or #roaster?section=timesheet.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Clock In / Out

Clock In / Out — workspace for day-to-day clock in / out tasks and records.

How to use Clock In / Out

1. Navigate to Staff Roster → Clock In / Out from the sidebar or #roaster?section=clockin.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Employees

Employees — workspace for day-to-day employees tasks and records.

How to use Employees

1. Navigate to Staff Roster → Employees from the sidebar or #roaster?section=employees.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Reports

Reports — workspace for day-to-day reports tasks and records.

How to use Reports

1. Navigate to Staff Roster → Reports from the sidebar or #roaster?section=reports.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Integrations

Staff Roster integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

10. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Staff Roster add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.