Admin Portal

Christina McKenzie avatar Margot Seesmaa avatar Riko Muttik avatar +1
151 articles in this collection
Written by Christina McKenzie, Margot Seesmaa, Riko Muttik and 1 other
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

How to use the ''Fill period'' option?

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

Delete and Unassign shifts

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

Inviting available people to apply

Notify staff, open shifts, available, applying, invite
Margot Seesmaa avatar
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
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

How to Extend a Pattern?

Extending pattern and setting up auto-extend
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

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 People

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

Unassigning and deleting Jobs

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

Statistic Bar on the Schedule page

Tools, statistics bar, save view
Kerttu Kingumets avatar
Written by Kerttu Kingumets
Updated over a week ago
People

HR Management / People page

People, HR, add 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 people 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 people

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

Adding qualifications to the system

Qualification, expertise, certificates, SIA badges, licences, skills
Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

Adding Qualifications to People

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

Understanding User Statuses

People, 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

Editing permissions for roles

Kerttu Kingumets avatar
Written by Kerttu Kingumets
Updated over a week ago

How to End Contract for People?

End contract for people, 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 Look 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 People

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

Adding documents to people

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

Uploading/adding profile photos to people

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 person's password

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

Delete People

Remove people 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