Staff management and rostering

CaterCloud lets you manage your casual staff pool, build event rosters, track availability, and send shift confirmations.

Adding staff

1. Go to Staff → New Staff Member
2. Enter their name, email, phone, and role (e.g. Wait Staff, Chef, Manager)
3. Click Save — an invitation email is sent so they can access the Staff Portal

The Staff Portal

Staff get a separate mobile-friendly portal (not the main app) where they can:

• View their upcoming shifts
• Confirm or decline shift invitations
• Update their availability
• View event run sheets

Building a roster for an event

1. Open an event and go to the Staff tab
2. Click Add to Roster
3. Search for available staff (CaterCloud checks their availability and flags conflicts)
4. Set the shift start/end time and role
5. Click Send Shift Invite to notify the staff member

Staff availability

Staff can set recurring availability (e.g. available Mon–Fri) and block out specific dates. This shows as green/amber/red when you're building a roster.

Shift confirmations

Once a staff member confirms a shift in their portal, the event roster updates automatically. You can see confirmation status at a glance on the Staff tab.

Push notifications

Staff receive browser push notifications for new shift invitations when they've allowed notifications in their portal. Go to Settings → Staff Portal to configure notification text.

Staff roles and access

Roles control what each staff member can see in their portal. Go to Staff → Settings → Roles to customise role permissions.