📌 If you’d like more information on how Onaroll updates your roster (cadence, where we receive the file, etc.), please refer back to your Program Details or contact our Support Team at support@onaroll.co.
As a Company Leader, you have the ability to view, manage, and edit your roster through your Operator Dashboard! After logging in, use your left-hand navigation bar and click on Roster.
Sorting and Filtering
Your roster has a few different columns:
Name: Your employee’s full name as listed in the roster
Stores: Shows where your employee is rostered (can be one or multiple locations)
Team Leader: You’ll see the Team Leader symbol if that employee is a Team Leader in Onaroll (see more information here)
Enrolled: Whether or not the employee has activated their Onaroll account.
Select the column title to sort your employees in different ways. For example, if you’re looking to see who your Team Leaders are each store, you can click the column header and you’ll be able to see all Team Leaders together at the top of the roster.
An additional way to analyze your roster or narrow in on an employee is to filter your roster. There are few options for filtering:
Store: You’ll see all your locations listed. You can choose one or many!
Phone Number: You can spot who has a phone number added or a missing phone number.
Enrollment Status: You can filter your employees by Enrolled, Invite Sent, or Not Enrolled.
💡 The filters are particularly helpful when looking to invite new employees or if a new store Team Leader needs help getting their staff enrolled.
Editing Individual Employees
Need to edit the information for a specific employee? Here are the steps to follow:
Click onto the employee’s name.
A sidebar appear on the right-hand side of your roster screen.
From here, click on the gear-symbol on the top-right hand corner of the sidebar.
A pop-up will appear on the center of your screen and you can edit Name, Phone Number, Email, and their Team Leader Status by store.
Click Save
Use your Operator Dashboard to ensure everyone on your roster has access to Onaroll!
Looking to maintain your roster in between roster syncs? Here are two specific ways you can do so: terminate and opt-out through the Operator Dashboard.
You can terminate or opt-out an employee from two different areas of your Operator Dashboard:
Roster View: To opt-out or terminate an employee in the Onaroll system, click on the "..." next to employee's names on the Roster page > Actions column.
Profile View: Click into an employee's name and their Profile View will appear on the right-hand side. You can use the gear icon to select Edit, Opt-out, or Terminate.
Use the sections below to learn more about when to use each of the features:
Termination
Termination
Got someone who's no longer part of the team? Terminate them, and they'll lose access to Onaroll—no logging in, no earning Points, no redeeming Perks. Perfect for those who've moved on from a store or your company as a whole.
When terminating, a confirmation pop-up will ask if you are sure you want to take this action. If so, click the Terminate button.
If an employee is associated with more than one store, you must select the store they need to be terminated from.
🚨 Once an employee has been terminated, this action cannot be undone.
Once the employee has been terminated in the system, a confirmation will display and the employee will no longer appear on the Roster page. From the Seats at the top of your Roster tab, you'll see your seat count has now reduced by one.
Once the employee has been terminated in the system, a confirmation will display and the employee will no longer appear on the Roster page. From the Seats at the top of your Roster tab, you'll see your seat count has now reduced by one.
Opt-Out
Opt-Out
Need to put someone on the sidelines? Opt them out. They won't earn Points or be able to redeem Perks, but they can still keep up with what's happening with the team.
When opting out, a confirmation pop-up will ask if you are sure you want to take this action. A reason must be selected for the opt-out. Once selected, click the Opt-out button.
If an employee is associated with more than one store, you must select the store they need to be opted out from.
Once the employee has been opted-out in the system, a confirmation will display and the employee will now show Opted-Out in the roster's enrollment column. From the Seats at the top of your Roster tab, you'll see your seat count has now reduced by one.
FAQs
Q: Will my roster upload override the termination from the Dashboard?
A: No, once terminated in the Dashboard, the employee will not reappear even if they are on a roster import.
Q: What if an employee starts working at my store again after being terminated?
A: Please reach out to our Support Team to get an employee enrolled in the Onaroll program if they have previously been terminated through the Dashboard. Employees that are terminated through the Dashboard override future roster imports.
Q: What if I mistakenly terminate an employee?
A: Please reach out to our Support Team to undo the termination.
Q: What if I mistakenly opt-out an employee?
A: Please reach out to our Support Team to undo the opt-out.
Q: How can I see if an employee is opted-out from a single store?
A: The enrollment status for employee will update. For more insights into the employee's enrollment status at each store, you can view those by clicking into the employee's row and the the right-side window will show individual store enrollment information.