Startup Guide – Managers: Managers-Start-up-Guide Download 

To grant access to the EMPLOYEE MANAGEMENT TIME SHEET report Go to MANAGE MY BUSINESS Go to MANAGE SECURITY GROUP Enable the REPORTS group for EMPLOYEES Enable the EMPLOYEE MANAGEMENT TIMESHEET group for EMPLOYEES When employees log in, they will see the below option available

There may be cases in your company that requires shift start/end times to be changed after the schedule has happened. For example, if an employee worked the afternoon shift instead of the scheduled morning and you need the schedule to reflect that. To do this, first you must enable the option: Go to MANAGE MY […]

To setup a manager/supervisor Go to EMPLOYEES Find the employee, click EDIT On the GENERAL tab, set their SECURITY SETTING to manager or supervisor Change to the DEPARTMENTS tab, check off they are a manager/supervisor and pick the departments they manage

Passwords are one-way encrypted and cannot be viewed in the system. But you can change them, to do this Go to EMPLOYEES Find the employee, click EDIT On the GENERAL tab, click SET PASSWORD Enter the new password Click SAVE

To upload an employee’s picture: Go to EMPLOYEES Find the employee, click EDIT On the general tab, click UPLOAD PICTURE Click the CHOOSE FILE button Find the file on your computer and select it Once picked, the filename will show, click UPLOAD The file will upload (this might take a few seconds) and back in […]

To approve an absence request, Go to ABSENCE Find the date, click APPROVE/DECLINE You can quickly see pending, declined and approved absences Pick the absence to Approve – this alerts the employee you have approved the request, moves it to the approved column and turns green. This absence WILL show on the schedule. Decline – […]

To add a new employee: Go to EMPLOYEES Click the green ADD button Complete the forms fields with the red * beside them, ex Payroll/punch code Name Security level Primary department If this employee will be a manager/supervisor, ensure you pick off the departments they will schedule Payroll – Used for report filters. By default […]

To create a schedule: Go to SCHEDULING Pick the department you want to schedule Pick the week (make sure the week is UNPUBLISHED) You can now create a schedule 4 ways Click the + symbol for any cell for the day/employee, complete the form and click ADD Pick a time band above the days and […]

To approve a shift swap Log into the DASHBOARD Find the shift you want to APPROVE or DECLINE If you DECLINE, the employee will be alerted, the swap is cancelled If you APPROVE, the employee will be alerted and the shifts will swap