Admin Portal

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

Smart Schedule - Overview

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

Work Time Rules

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

Adding Shifts

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

Assigning Shifts

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

Delete and Unassign hifts

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

Publishing shifts and sending schedules

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

''Notifying staff about Open Shifts available'' now renamed to ''Invite available people to apply''

Notify staff, open, available, applying, invite
Margot Seesmaa avatar
Written by Margot Seesmaa
Updated this week

Shift Statuses

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

Creating a Shift Pattern

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

ON/OFF Shift Patterns

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

How to Edit a Pattern?

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

Shift Confirmation - how does it work?

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

Using filters

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

Shifts List - delete shifts, accept applications, unassign shifts

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

Shift Cancellation Reasons

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

Marking people as 'available'

Availability, available
Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

Shift Tags

Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

Adding an Expense to Staff

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

Adding Jobs

Add job
Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

Job Statuses

Job, status
Margot Seesmaa avatar
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.
Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

Cancelling and deleting Jobs

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

HR Management

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

Adding people into the system

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

Giving access to the staff portal

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

Adding positions to the system

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

Adding positions to staff

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

Adding certificates to the system

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

Adding expertise to staff

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

Understanding User Statuses

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

Add User Role

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

How to End Contract for staff?

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

How to reinstate Previous Employee?

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

Health and appearance details

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

Adding background information

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

Adding notes to staff

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

Staff Documents

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

Uploading photos

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

Editing Main Information

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

Change staff's password

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

Delete Staff

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

Managing Assets

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago