Admin Portal

115 articles in this collection
Written by Riko Muttik, Margot Seesmaa, and Christina McKenzie
Schedule

Smart Schedule - Overview

Scheduling, publish shifts, assign shifts, notify about open shifts, send schedules, schedule, calendar
Written by Margot Seesmaa
Updated over a week ago

Smart Schedule - Scheduling

Copy shift, move shift, select mode, actions for multiple shifts, delete shift
Written by Margot Seesmaa
Updated over a week ago

Work Time Rules

Work time rules, rest time rules, problem indicator, WTR
Written by Margot Seesmaa
Updated over a week ago

Adding Shifts

Add shift, create shift, assign shift
Written by Riko Muttik
Updated over a week ago

Assigning Shifts

Assign shift, allocate shift, add shift, job
Written by Riko Muttik
Updated over a week ago

Cancel and Delete Shifts

Cancel, unassign shifts, delete shifts, jobs
Written by Riko Muttik
Updated over a week ago

Publishing the Schedule and Sending Rotas

Send rota, schedule, publish, notify
Written by Riko Muttik
Updated over a week ago

Notifying staff about Open Shifts available

Notify staff, open, available shifts, applying
Written by Margot Seesmaa
Updated over a week ago

Shift Statuses

Open shifts, approved shifts, shifts waiting for confirmation, shift applications, pending and completed jobs
Written by Riko Muttik
Updated over a week ago

Creating Shift Pattern

How to create a shift pattern, repeating shifts
Written by Margot Seesmaa
Updated over a week ago

ON/OFF Shift Patterns

4 ON 4 OFF pattern, repeating shifts
Written by Margot Seesmaa
Updated over a week ago

How to Edit a Pattern?

Edit pattern, change pattern
Written by Margot Seesmaa
Updated over a week ago

Shift Confirmation - how does it work?

Shift confirmation, shift request, accept shift request
Written by Margot Seesmaa
Updated over a week ago

Using filters

Schedule, calendar, filters, staff select
Written by Riko Muttik
Updated over a week ago

How to publish Subcontractor's shifts?

Publish shifts, subcontractors, rota, schedule
Written by Margot Seesmaa
Updated over a week ago

Shifts List - delete shifts, accept applications, unassign shifts

Delete multiple shifts, accept applications, confirm requests
Written by Margot Seesmaa
Updated over a week ago

Shift Cancellation Reasons

Cancel / unassign shifts, cancelled shifts report
Written by Riko Muttik
Updated over a week ago

Shift Tags

Written by Margot Seesmaa
Updated over a week ago

Adding an Expense to Staff

Add expense, staff, shift
Written by Margot Seesmaa
Updated over a week ago

Adding Jobs

Add job
Written by Margot Seesmaa
Updated over a week ago

Job Statuses

Job, status
Written by Margot Seesmaa
Updated over a week ago

Edit shift or Job

How to edit assigned shift, edit open shift, edit job. Change shift details.
Written by Riko Muttik
Updated over a week ago

Cancelling and deleting Jobs

Cancel / unassign job, delete job
Written by Margot Seesmaa
Updated over a week ago
Staff

Staff Page Overview

Staff details, assign positions, add departments, delete staff, monitor certificates, message staff, add notes, export
Written by Margot Seesmaa
Updated over a week ago

Adding Staff

Add staff members, invitations, bulk upload, import
Written by Riko Muttik
Updated over a week ago

Giving access to the staff portal

Written by Riko Muttik
Updated over a week ago

Adding positions to the system

Add position, create position
Written by Riko Muttik
Updated over a week ago

Adding positions to staff

Assign position, add position, staff, employee, positions
Written by Margot Seesmaa
Updated over a week ago

Adding certificates to the system

Expertise, certificates, qualifications, SIA badges, licences
Written by Margot Seesmaa
Updated over a week ago

Adding expertise to staff

Add certificate, training, qualification, language
Written by Riko Muttik
Updated over a week ago

Understanding User Statuses

Staff, user, status
Written by Riko Muttik
Updated over a week ago

Add User Role

Add user rights, give admin or manager role
Written by Riko Muttik
Updated over a week ago

How to End Contract for staff?

End contract for staff, Contract Ended list, previous employees
Written by Margot Seesmaa
Updated over a week ago

How to reinstate Previous Employee?

Start contract, reinstate employee, previous employees, employment period
Written by Margot Seesmaa
Updated over a week ago

Health and appearance details

Written by Riko Muttik
Updated over a week ago

Adding background information

Written by Riko Muttik
Updated over a week ago

Adding notes to staff

Notes, staff
Written by Riko Muttik
Updated over a week ago

Staff Documents

Staff, add document
Written by Riko Muttik
Updated over a week ago

Uploading photos

Written by Riko Muttik
Updated over a week ago

Editing Main Information

Written by Riko Muttik
Updated over a week ago

Change staff's password

Change password, update login details, forgotten password
Written by Riko Muttik
Updated over a week ago

Delete Staff

Remove staff from the system
Written by Riko Muttik
Updated over a week ago

Managing Assets

Written by Riko Muttik
Updated over a week ago