Adding staff to your team

Adding staff to your team is easy. This video will show you the steps required to add new staff manually, though you can also import your staff from an Excel spreadsheet or a number of other apps that we integrate with.

Removing staff from your team

Removing staff from your team requires you to set a finish date on their profile. Setting a finish date ensures that your all of the historical data in the system remains intact for reporting. If you were to delete a staff member, their history would be lost.

Swapping shifts between staff

Swapping shifts between staff as a manager can be done in one of two ways. The first is via the "Staff view" and involves cutting and pasting the shifts. The second is via the "Facility view" and involves using the right click menu to swap the employee.

Publishing shifts

For your staff to be able to see the shifts you've assigned them you'll need to publish them first. To publish a shift or group of shifts, make your selection with the mouse, then right click and select "Publish". To hide shifts from staff, right click and select "Unpublish".

Recording time off

Time off can be recorded directly on the rota or via the "Time off" page. In the video below we'll show you some of the quicker ways to add time off from the rota. If you've added time off and need to edit it, you can always double click it on the rota or edit it from the "Time off" page.

Setting up a time clock station

A time clock station is a secure point for your staff to clock in and out of their shifts. It is also possible for the time clock station to photograph staff as they clock in and out. This video will show you which settings to change and how to set up and authorise a time clock for your staff.

Approving timesheets

Timesheets submitted by staff must be approved by managers before they can be included in the reports. The "Timesheets" page allows managers to approve timesheets in bulk by selecting the entries with the mouse and either using the right click menu or pressing the enter key on their keyboard.

Adding staff pay rates

By adding staff pay rates administrators are able to track and forecast their labour costs in real-time. Pay rates can be entered as hourly rates, day rates or salaries. Pay rate exceptions can also be added, and will change the amount payable based on any number of different criteria, such as day, time or facility.

Approving requests and cancellations

When permitted, staff are able to make requests and cancellations to their upcoming shifts. These requests and cancellations can be approved by managers using the right click menu directly on the rota. Once approved, a notification for the staff member will be queued in the "Outbox".