Permissions and actions: Opening hours by date
Workforce allows you to manage access and management permissions for the Opening Hours by date screen through role configuration. This ensures that only users with the appropriate role can view,…
Workforce
Categories
- Export employee dashboard informationUse the employee dashboard to manage your teamManage employee detailsCustomize the employee panelCreate an employeeFilter the employee gridView the staff dashboardAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeChange an employee's email address
- Revise indirect work within the shiftView shiftsSet up sales forecastAssign an employee to a shift in a different centerRate employeesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationConfigure shift optimizationUnderstand how employees are considered for optimizationView productivityView sales forecastUnderstand the types of optimizationView personnel costsPrint, assign, and swap shiftsView absenteeism incident from a shiftView shift graphs and analyticsDelete and restart weekly shifts (ROTAs)Copy shiftsMark shift as completedConfigure favorite shiftsChange the order of employees in a shiftManage workstations for all employees in a ROTA
- Customize the shift scheduler view by dateGenerate a schedule with optimizationManage scheduling forecastsAdd or remove employees from a work centerConfigure clusters in the schedulerAdd a generic positionManage favourite shifts and sequencesConfigure sales forecastAssign favourite shifts or sequences to an employeeView specific day information on the schedulerManage employees in the shift schedulerOptimize the shift planner view using employee KPIsGetting to know the new schedulerPlanning shifts in the scheduler gridManage shift status in the SchedulerManage alerts in the SchedulerManage shift statusView your team's labor complianceSet up a work center for the schedulerManage workstationsView employee shift requestsCreate a shift manually in the schedulerManage shifts with the schedulerView shifts filled with ShiftFinderFilter and group employees in the schedulerAccess logs within the schedulerManage scheduler alertsEnter employee shifts by batchConfigure the schedulerAccess the schedulerSet up favourite shifts and sequencesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationUnderstand how employees are considered for optimizationUnderstand the types of optimization
- Get all the information needed for a settlementView read and confirmed shiftsView reports on employee transfersView an employee length of service per unitUnderstand if a contract is about to endView the attendance control report for an inspectionView complementary (variable) hoursGenerate a ROTAs control reportGenerate ROTA KPIs reportGenerate reports on workers' night hoursView hours worked by employee or work centerAnalyze projected vs. actual worked time
- Securely access configuration on shared Workforce devicesConfigure network settings on SmarthubUpdate credentials in SmartHubManage Clock In and Clock Out using offline modeClock in or out with SmartHubClock in breaks with SmartHubChange workstation during a shiftCompleting surveys in SmarthubView the action timeline in SmarthubAlerts in SmarthubOffline mode in SmarthubConfiguration options in SmarthubRegister an employee on SmartHubTroubleshoot SmartHubManage employee time & attendance sign-in codes with SmartHub
Roles
6 articlesPermissions and actions: Opening Hours
- Configuration
- Opening Hours
Workforce allows you to manage access and management permissions for the Opening Hours screen through role configuration. This ensures that only users with the appropriate role can view, create, and/or…
Permissions and actions: Holidays
- Holidays
- Permissions
Workforce allows you to manage access permissions to the Holidays screen through role configuration. This ensures that only users with the appropriate role can view, schedule, and modify employee holidays…
Configure permissions for workforce management
Workforce allows managers and staff supervisors to adjust permissions for Workforce Management, ensuring that only authorized personnel have access to modify schedules and other employee information.
Set up roles for the scheduler
Workforce allows managers to create shifts manually in the scheduler, so they can make adjustments and assign shifts when automatic scheduling does not meet their needs.
Add or edit roles to set up permissions
Roles within Workforce allow users to have different permissions to access different functionalities on the system. Each role has a switch to allow or restrict access to different areas of…
