The organizational chart can be found under REPORTS. It shows all your roles and each role can be clicked to see who is in that role and who reports to it. If the role is blue, then an employee is in that role, and employees report to it. If the role is yellow, then […]
To change an employees primary role, open their employee profile and switch to the ROLES tab.
Adding a shift premium is done automatically when you assign a shift to an employee with that role: When viewing a schedule, there will be an icon in front of the time to let you know there is a shift premium assigned: And when you mouse over, it will detail the premium:
Go to the employee record and click on the ROLES tab. Find the role and click the + symbol. Enter the premium (in this case 2hrs) to the shift premium, click ASSIGN.
You may want to be alerted when a full time employee has less than 20 hours, or when an employee has reached over time and is passing 44 hours. To set this up, go to Manage My Business -> Manage Roles For each role, there is a minimum and maximum hours worked section. When setup, […]
Use the secondary notification field to select employees to be alerted when actions for the above role are created. For example, when an absence request is added, the role members the employee reports to will be notified. If there are secondary employees selected, they too will be notified. This is managed under the ROLES. Go […]
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Roles are used within the site for all absence and availability requests. Whenever an employee makes a request, an alert is sent to all the employees who they report to. This allows you to add multiple people to a single role, making sure there isn’t a single point if someone is away sick or on […]