Welcome back to ‘In the spotlight’. We’ve got a big new feature for managers this month, plus a few handy improvements along the way. Here’s what we’ve been up to:

🚀 This month's releases

Employee Relations

Managers can now record and progress disciplinaries, grievances and appraisals in one place, through a guided process with a full audit trail. No more scattered documents or email chains!

Each case follows a stage-by-stage workflow, so managers always know what comes next. You can set up your own case types and appraisal rating scales to suit how your business works.

• Follow a guided workflow for disciplinaries, grievances and appraisals
• Attach documents and add manager-only notes to any case
• Keep a full timeline and audit trail for every case
• Mark cases as General or Sensitive, with dedicated permissions to control who sees them

💬 To get started, grant the Cases and Appraisals permission groups to the right staff permission levels, then head to Settings → Employee Relations to set up your case types and rating scales.

👉 Learn more about managing employee relations cases in our knowledge base.

A fresh look for reports

Reports have had a makeover. Your old report links still work, so there’s nothing you need to do.

• Quicker date selection with shortcuts like This week and Last month
• Cleaner tables that work better on smaller screens

👉 Learn more about Reports in our knowledge base.

Mobile app improvements

We’ve shipped a round of fixes and improvements to the mobile app. You’ll also need Android 10 or above to update, so we can keep everyone on a version that receives the latest security updates.

⭐️ Product spotlight: Employment Records

Every employee has an employment record, built from one or more appointments. Together, they show where someone has worked, what they’re contracted to do and when things changed. Length of service, employee numbers and notice periods are all tracked in one place.

With Employment Records, you can:

• Plan ahead by setting a future effective date for a change, such as a site transfer
• Set an employee’s line manager, site, job role, staff group and payroll details
• Add contractual minimums and working limits, with managers alerted if limits are exceeded
• Record Working Time Regulations opt-outs, and choose whether public holidays apply
• Keep a full history of changes by adding a new appointment each time

👉 Learn more about managing employment and appointments in our knowledge base.

💡 Did you know?

You can sync your Rotaready schedule to your personal calendar. Your shifts sit alongside everything else in your day, so there’s no need to keep checking the app to see when you’re working.

👉 Learn more about syncing your calendar in our knowledge base.

👋 Until next time

We hope you found this month’s update useful. Got an idea you’d love to see featured next? Let us know at comms@rotaready.com.

Need support with new or existing features? Your Account Manager, our live chat, and team@rotaready.com are always here to help.