Admin Portal

Christina McKenzie avatar Margot Seesmaa avatar Riko Muttik avatar +1
120 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 yesterday

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

Shift Confirmation - how does it work?

Shift confirmation, shift request, accept shift request
Margot Seesmaa avatar
Written by Margot Seesmaa
Updated this week

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
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

K
Written by Kerttu Kingumets
Updated yesterday

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