• How to create a time off

  Click Employees in the left-hand menu. Click the Add New button in the top-right corner. Select Time Off. Fill in all required fields and any other relevant information. You can always add or edit information later. Click Save. A confirmation message will appear once the Time Off is saved.Few readers

• How to edit a Shift

  Click Employees in the left-hand menu. Select the desired shift. Click Edit. Add or edit the information. Click Edit to save the changes. A confirmation message will appear once the changes are saved.Few readers

• How to remove employees' permissions?

  There are two ways to remove employees' permissions: Within the employee profile: Click the Active button and select Inactive. The system will ask you to confirm, as this action will remove the employee’s access to the platform. Click Confirm, and you will see a confirmation message. In Admin Settings: Go to Admin Settings in the left-hand menu. Select the Permissions tab in the top menu. Click the trash icon next to the user whose permissions you want tFew readers

• How to edit employee, contract labor, or vendor information

  Click Employees on the left side menu to open the Employee schedule view. Navigate to Directory in the top left area of the screen. Click the Employee/Contract Labor/Vendor name or pencil icon, located on the far right side. Add or update the information. Click the Save button to apply the changes. A confirmation message will appear once the changes are saved.Few readers

• How to create teams

  Go to Admin Settings in the left-side menu. Click the New Team button in the top-right corner. Name your Team and add roles (The “Team Lead” role is added by default). After creating a Team, you can add members and manage Specialty Wages. Click Save.  A confirmation message will appear once the changes are saved.Few readers

• How to edit time off

  Click Employees in the left-hand menu. Select the desired Time Off. Click Edit. Add or edit the information. Click Edit to save the changes. A confirmation message will appear once the changes are saved.Few readers

• How to add shifts

  Option 1: From the Dashboard Click the Add new button in the top right corner of the screen or in the "Today’s Shifts" widget. Select Shift. Fill in all required fields and any other relevant information. You can always add or edit information later. Click Assign Shift to continue, or Save as Draft if you’d like to finish it later. Select the desired person from the list of matching employees. You can alsoFew readers

• How to add a new employee, contract labor, or vendor

  Click Employees in the left side menu to open the Employee schedule view. Navigate to the Directory in the top left area of the screen.  Once in the Directory view, click the Add New button in the top right corner.  Select a type: Employee, Contract Labor, or Vendor. Fill in the mandatory fields and any other relevant information. You can add more details after adding the Employee, Contract Labor, or Vendor. FinaFew readers

• How to assign team members

  Option 1: From Admin Settings Go to Admin Settings in the left-side menu. Click the Team’s name or the pencil icon on the far right. Scroll down to Members. Click the “Select” search field or the + Add New Member button. Select one of the names from the dropdown menu. You can also start typing the name to filter the results. Select a role. Click Save. A confirmation message will appear once the changeFew readers