Break Management
Human Resources
Employees
- Add a Category, Position/Title, or Skill for an Employee
- Add a Certification for an Employee
- Adding a New Employee
- Assigning a User to Region/Branch
- Assigning an Employee to a Region/Branch
- Create a Temporary Password for an Employee
Clients
- Adding an Extra Coverage Shifts to the schedule
- Banning an Employee from a Specific Client
- Client Notifications
- Configuring Reoccurring Equipment Charges to Client Invoicing
- Creating an NFC Tag through the Client Profile
- Enabling 'Exact Clock-in and Clock-out Times for Invoicing Purposes'
Scheduling
Invoicing & Accounts Receivable
- Applying Overpayment to Next Invoice for Client
- Approving an Invoice
- Break Reconciliation
- Canceling Payment on Invoice(s)
- Creating A Manual Invoice
- Editing Invoice Aging Days
Reports
- Accounts Receivable Cash Receipts Report
- Accounts Receivable Report
- Active Employees Report
- Active Employees Without Scheduled Shifts Report
- Certification Report
- Consolidated Report Sending
Shift Management
Message Center
- Creating a Template for Mass Communication
- How to Create and Schedule a Pre-Set Mass Message for Employees or Guards
- How to Notify Employees using Newsletter
- How to Send a Message to Multiple People Across Different Branches
- How to use the Internal Communicator tab
- Notifying Employees at a Specific Client/Account
Onboarding
Master Company Settings
- Add/Edit Equipment and Misc Pay items
- Adding a Category
- Adding a Category, Position/Title or Skills
- Break Types
- Configuring Conflict Shifts
- Creating/Adding Branches