Setup Guide New User

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21 articles in this collection
Written by Kevin Ngan

Schedule Settings

Assign permissions and configure settings for your schedule
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Written by Kevin Ngan
Updated over a week ago

Manage Company Positions

Set up company positions by setting pay rates and color coding
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Written by Kevin Ngan
Updated over a week ago

Manage Schedule Managers

Select your schedule managers and choose which workers have permission to swap and drop shifts
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Written by Kevin Ngan
Updated over a week ago

Company Profile

Set preferences for your company account
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Written by Kevin Ngan
Updated over a week ago

Manage Company Locations & Schedules

Set up locations and schedules to reflect your business operation
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Written by Kevin Ngan
Updated over a week ago

Configure Worker Profile

Complete worker-specific profile settings
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Written by Kevin Ngan
Updated over a week ago

Send Worker an Invite

Send an invite to the worker to activate their account
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Written by Kevin Ngan
Updated over a week ago

Add New Worker

Add a new worker to your network
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Written by Kevin Ngan
Updated over a week ago

Add, Manage or Remove Workers

Add new, manage existing, or remove employees from your company network.
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Written by Kevin Ngan
Updated over a week ago

Add New Schedule

If your locations have multiple departments you can create a schedule for each department
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Written by Kevin Ngan
Updated over a week ago

Add New Location

If your business operates across multiple sites you can setup a location for each site
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Written by Kevin Ngan
Updated over a week ago

Add Positions

Setup the positions relevant to your company; including pay rate and colour coding
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Written by Kevin Ngan
Updated over a week ago

Add Profile Picture

Personalise your company account with a profile picture; your workers will see this photo
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Written by Kevin Ngan
Updated over a week ago

Configure Scheduler Settings

Configure settings that are specific to an individual schedule
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Written by Kevin Ngan
Updated over a week ago

Set Worker Permissions

Configure which workers can swap and drop their own shifts
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Written by Kevin Ngan
Updated over a week ago

Assign Schedule Manager

Choose who manages the schedule
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Written by Kevin Ngan
Updated over a week ago

Print Schedule

Print a hard copy of your published schedule.
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Written by Kevin Ngan
Updated over a week ago

Publish Schedule

When you publish your schedule, workers will be notified of the shifts they are working
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Written by Kevin Ngan
Updated over a week ago

Copy Shift

Drag and drop a shift to copy it
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Written by Kevin Ngan
Updated over a week ago

Create Shift

Shifts are the building blocks of your schedules; get started by creating your first one
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Written by Kevin Ngan
Updated over a week ago

Add Worker to your Schedule

Add a current worker
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Written by Kevin Ngan
Updated over a week ago