Employees

• Managing Employees

  Employees in Staffing Manager are people who you have approved to work Bookings. Add an Employee by clicking on the Add button on the top of the page. In the open Add Employee entry, you can choose an existing Employee from Learning Manager or Recruitment Manager. All Employees can be viewed from the main menu. The EmployeesFew readers

Reports

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Settings

• Add and manage Administrators

  How to set up and manage admin users in Staffing Manager Adding admin users Administrators are any user in Staffing Manager, they are not the same as users who can be Employees. Add a new administrator by clicking Add at the bottom of the page. You can choose to add an existing user from your Learning Manager, or to invite a new user. Existing users will have StafFew readers

• Managing shift times and public holidays

  Shift times are used as default settings when creating a booking so that regularly used shift patterns have start and finish times defined automatically. You can change times in the booking or add custom times. Public holidays can be set to apply public holiday pay and charge rates automatically when creating bookings. Setting up and managing shift times 1/ In Settings, click on Shift Times 2/ Click Add to create a new shift time 3/ Give the shift a name (such as Early) 4/ Set the shFew readers

• Setting up Shift Requirements

  Shift Requirements can be used to match bookings to employees with skills and right to work needs. They can include learning from your Learning Manager account and right to work items from Recruitment Manager. To use them with clients, bookings and employees, first set them up here. There are two types of Requirement: Manual Requirements are created and added to records on an individual basis. They could be things like work settings, skills, experience and types of work. Automatic RFew readers

• Rate Cards

  Rate cards are pre-set pay and charge rates that can be applied to clients and to parent clients which can then be cascaded to all child clients. When a booking is created, Staffing Manager applies the correct pay and charge rate automatically. Rate cards can have effective dates allowing you to set rate changes in advance. Creating a rate card In setFew readers

• Managing Grades

  Grades are job roles that employees can have. They can have more than one, and are used to match employees to shifts. Grades have additional settings you can choose to manage margin and other factors. Add grades 1/ In Settings go to the Grades section. 2/ Click Add Grade 3/ Enter a Grade Name - this is the basic name you'll refer to the grade as. 4/ Enter aFew readers

• Business Units and Tags

  You can segment data, groups of clients and employees and bookings using Business Units and Tags. These can then be applied in reporting and for admin views to enable better visualisation of records and data. Business units Business units are automated geographic segmentations of clients, bookings and employees. When clients and employees records have their address verified with Google Maps (for distance calculations and mapping), each record is assigned a Region and a Locality. A RegiFew readers

Finance and payroll

• Timesheet Processing

  The Timesheets main page The Timesheets page shows all timesheets for the current week by default. You can change the date range at the top of the page to show timesheets from a different period. You can also add a filter to show the timesheets you wFew readers

Clients

• Managing clients

  Clients in Staffing Manager are external organisations which book your Employees. Add a client by clicking on the Add Client button on the top of the page. In the open Add Client entry, you can also add a Parent client and Tags to help you organise and manage your clients. All clients can be viewed from the maFew readers

Bookings

• Confirming Shifts

  Confirming shifts Once you have created a Booking, a record will be created for each shift, and shifts will be made available to eligible employees to request and book. Click into the record to view employee matches and view or edit details. You can filter the bookings page to find employees by name or bookings by status, client, grade, location and various other filter options. You can also filter by booking dates and to show shifts created by client portal. (https://storage.crisp.cFew readers

• Create and manage Bookings

  Introduction to Bookings Bookings are Shifts that can be created in Staffing Manager for a Client, and then matched to an Employee as a Shift for them to work. A Booking can include multiple Shifts on different days. Creating a Booking You can create a new Booking by clicking on the Add Booking icon at the top of the page. (https://storage.crisp.chatFew readers

Availability

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• Managing Availability

  The availability section allows you to update when you can work, mark unavailable days or shifts and manage your leave. Once you have updated your availability then save this to ensure it records and allows shifts which suit to be made available. -You can copy previous week availability if you have a set routine or if you have 2 weeks leave. -Request leave, this allowsFew readers