Admin Portal

113 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

Shift actions - copy, delete, assign multiple shifts

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

Delete and Unassign hifts

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

Publishing shifts and sending schedules

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

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

Adding availability for people

Availability, available
Written by Margot Seesmaa
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

HR Management

People's details, assign positions, add departments, delete people, monitor qualifications, message people, add notes, export
Written by Margot Seesmaa
Updated this week

Adding people into the system

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