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Finding your way around

What's in the menu, what the padlocks mean, and how to take the tour again.

Everything in RotaProof is in the menu down the left of the screen. On a phone, tap the menu button (three lines) at the top right to open it.

Take the tour. The first time you log in, a short tour points out each part of RotaProof. To take it again, click Show me around in the menu, under Support. Press Esc or click Skip tour to close it.

What's in the menu

Menu itemWhat it's for
HomeYour numbers and your to-do list: who needs checking, rechecks that are due, and shifts or hours that need sorting out.
WorkersEveryone who works for you. Add, edit and find people, and record their checks.
RotaPlan who cleans where each week. See using the rota.
SitesThe places you clean, with their location for clocking in. See setting up your sites.
TimesheetsClocked hours to check, approve and download for payroll. See timesheets and payroll export.
Which type of worker?Two questions that tell you whether someone is an employee, casual, self-employed, agency or app worker. See choosing the right type of worker.
Agencies & platformsThe agencies and apps that supply your workers. See agency and platform workers.
Inspection packEverything an inspector asks for, ready to print or download. See inspection packs.
Your planWhat your plan includes, how many workers you have, and changing plan. See plans and what's included. Only admins can change plan.
Team (admins only)Add the people who use RotaProof with you, block logins, give temporary passwords and reset two-step login. See managing your team.
Help centreThese guides.
Account & securityTurn on two-step login, make new recovery codes and change your password.
Show me aroundStart the tour again.

Padlocks in the menu

A padlock next to a menu item means it isn't on your plan. You can still click it to see what it does and which plan includes it. See plans and what's included.

Your company and plan

Your company name is at the top of the menu, with your plan underneath. Click the plan name to go straight to Your plan.

The reminder bar at the top

If you haven't confirmed your email address yet, a bar at the top of the page reminds you. Until you confirm, you can look around but you can't add or change anything. See confirming your email address.

This guide explains how to use RotaProof. It isn't legal advice. For the rules themselves, the Home Office's employer's guide to right to work checks is the final word.