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 readersManaging 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 readersSetting 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 readersRate 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 readersManaging 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 readersBusiness 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
Bookings
Match, Offer and Complete a Booking
Matching, offering and completing Bookings Once you have created a Booking, a record will be created for each shift. 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 client, grade, location and various other filter options. You can also filter by booking dates. Quickly assign employees to bookings If you know who you want to assign to shifts, you can quickly assign them from the BookingFew readersCreate 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. This action will create a drop down to quicklyFew readers
Availability
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