Completing Your Required Account Details

Finish setting up your account

Your organisation may require contact, emergency, banking, superannuation or tax details for your employment records. If required details are missing, opening My Roster takes you to a guided account setup page.

Step 1: Open the guided setup

1. Select My Roster. If setup is incomplete, the required-details page opens automatically.
2. You can also select Complete now in a required-details reminder.
3. Read the explanation and complete the missing sections shown in the modal.

Step 2: Save each section

1. Enter the requested details, then select Continue.
2. Use Back if you need to check an earlier section.
3. Select Complete setup on the final required step. ShiftRova checks that the details have saved before returning you to the Dashboard.

If setup will not complete

Read the message beside the step, correct missing or invalid details, and retry. If you cannot supply a required item, contact your Organisation Admin to discuss the requirement. Dismissing a reminder does not unlock My Roster.

You can later update personal details in My Profile. Payroll changes there use a separate approval request. See Updating Your Profile Information.

For Organisation Admins

Open Team → Onboarding, choose the required items and select Save changes. This configuration page is for Organisation Admins and Super Admins; Managers cannot change these requirements.