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Borrow Staff

This guide provides a step-by-step process for efficiently borrowing staff making it essential for managers and HR personnel looking to streamline staffing operations.

Zoe Fuller avatar
Written by Zoe Fuller
Updated this week

To find the borrow feature on the rota you will find the "Borrow Staff" button at the top of each department.

You can access the "Borrow Staff" function also on the staff list. To "Borrow" an employee, click on the orange button.

Then click select next to the employee you need to borrow.

Enter start and end date of the temp role.

Select the temporary job role.

Click "Borrow Staff Member"

For borrowed employees you will be able to see their last working day on the staff list.

Click on the borrow employees profile, then "Job Roles and Pay Rates"

If you would like to make this employee permanent click "Make Permanent"

If you would like to end the role prior to the inputted end date click on "End temporary role"

You can then update their end of role date and click "Remove".


To view borrowed employees' on the payroll download, click on the "Starters & leavers tab" Here you will be able to see clearly which roles are temporary.


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