General

Getting Started

• #1 - Create Your First Roster
• #2 - Set Up Your Employees
• #3 - On-boarding your employees to the mobile app
• #4 - Rostering 101
• #5 - Set up Additional Users
• #6 - Budgeting 101

Dashboard

• Using the Dashboard Header
• Financial View
• List View (Updated)
• Tile View

Employees

• Create a New Employee
• Delete Employee
• Employee List
• Active vs. Inactive Employees
• Rosters Assigned
• Update Contact Info

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Roster Roles and Settings

• Target Cost and Settings
• Employee Roles
• Creating and Managing Rosters

Rostering

• Automatic Shift Breaks Rules
• Entering Revenue
• Deleting Shifts
• Message Employees in the Roster Designer.
• UPDATED: Employee Breaks
• Viewed Indicators

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Understanding Cost Calculations

• Projected Costs
• Actual Costs
• Re-calculate employee costs

Group Messaging

• Send a Message
• View Messages and Replies
• SMS Credits

Your Account

• Change History
• Account Settings
• User Profiles
• User Roster Access
• User Permissions
• Adding a Payroll Software for Export

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