Account Setup

2 min read

1. Set Timezone (Click User profile > Settings > Timezone):

2. Enter Company Data (Click Company > Company in the Menu):

3. Create Divisions (Click Company > Divisions in the Menu):

Division “Main” is automatically created with your account. However, the Main division cannot hold employees, therefore create at least one division to submit and schedule employees. Note: You can schedule employees within respective divisions only.
Additional Tips:
- Set the rotation length to determine the length of the shifts template (e.g., 7 for a weekly repeating schedule, or specify the length based on a rotating cycle).
- Publish length is set to 7 days by default (for weekly publishing).
- Choose email notification preference (if you want to distribute rosters to employees via email).
For multilevel division structure with shared data and access, please refer to the user manual.

4. Users (Click Company > Users in the Menu):

You can create users with three distinct roles: Global Admin, Division Admin, Manager (refer to the user guide for more details).
A Global Admin is automatically generated with your account for immediate access. Note: Only Global Admin(s) can manage Categories, Skills, and Employment rules.

5. Categories (Click Categories in the Menu)

Define roles or positions in the workforce (e.g. Security guard, Nurse)
Note: Categories are optional and can be omitted if not important for assignments.

6. Skills (Click Skills in the Menu)

Employee skills are important in determining their suitability for specific shifts.
Skills are organized into types.
Define your Skill types and Skills.
Note: Skills are optional and can be omitted if not important for assignments.

7. Employment Rules (Click Employment rules in the Menu):

Employment rules are crucial for creating schedules that adhere to labor regulations and legal requirements.
Create rules for schedule compliance and assign a rule to each employee.
For those not concerned with compliance issues, create an empty employment rule and assign it to employees.

8. Employees (Click Employees in the Menu):

Employees are the individuals you’ll schedule for work.
Define Categories, Skills (if applicable) and Employment rule for each employee, ensuring accurate assignment to shifts.

9. Client, Site, Spot (Click Clients > Clients, Sites / Click Spots in the Menu in the Menu):

Spots function as designated locations where employees are scheduled to work.
Spots may be either in-house or at client sites.
For spots on client sites, define Clients and Sites to ensure correct spot definition.