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Weekly Administrator Tasks

Reviewing and Finalizing Schedules​

  • Open Shifts and switch to Week or Month view as needed.
  • Review the upcoming week: coverage, gaps, overloaded days.
  • Assign, edit, or remove shifts as needed. Use bulk actions (e.g. clear a day) when relevant.
  • Print or Export the schedule (optionally by department) for posting or sharing. See Printing & Exporting Schedules.

Processing Time Off Requests​

  1. Go to Time off and open the Pending requests area.
  2. Approve or Reject each request. Add an optional rejection reason when rejecting.
  3. Approved time off automatically removes overlapping shifts for that employee. Rejected requests stay as rejected; no schedule changes.
  4. Use Time off filters (employee, type, status, date range) to review past and upcoming absences.

Employee Management​

  • Add new employees (Employees → Add), set department, employment type, pay, and PIN.
  • Edit existing employees (role, department, pay, status) or deactivate when they leave.
  • Filter by department or status when reviewing the list. See Employee Management.

Device Management​

  • Go to Organization Settings → Devices (time clock devices).
  • Check last used and who authorized each device. Sign out devices that are retired or lost.
  • Ensure devices used for time clock are on a stable network and that employees know how to authorize them (e.g. 8‑digit code). See Kiosk System and Managing Time Clock Devices.

Next: Monthly Tasks