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Administrative settings

Help

  • Getting Started
    • Terminology
    • Logging in for the first time
    • Administrative settings
    • Standard Daily Activity
  • Company settings
  • Compliance
    • Compliance overview
    • Employee Compliance list
    • Employee Compliance details
    • Requirements
      • Google Sheets External Compliance
    • Requirements to roles mapping
  • Employees
    • Employee Profile
    • Employee Availabilities
    • Employee Profile word export
  • Organisations
    • Organisation Profile
    • Organisation Contacts
    • Locations
    • Sublocations
    • Organisation Events
  • Reports
    • Employees per Organisation
  • Responses
  • Roles
  • Shifts
    • Availability Confirmation
      • Assign an Employee
  • Start Dashboard
  • STE Rates
    • STE Rate Timetable
    • STE Rate Group
    • Troubleshooting STE Rates calculations
  • Temp Manager Dashboard
  • User Management
    • Forgotten password
  • Weekly availability
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If you are adding your details for the first time, you can begin on the Initial Setup Page which allows you to add the Employees, Roles and Organisations at the beginning. Otherwise you can add these on a step by step basis within the individual pages.

Add/Edit Roles

Create/Edit employees including assigning employee roles
Add/Edit an Organisation (Trust)

  • Organisation event settings
  • Organisation contacts
  • Organisation locations (Usually one hospital)
  • Organisation sublocations (Ward)

Add/Edit STE Rates (including the timetable and groups)

Setting the compliance module

  • Compliance requirements
  • Compliance requirement roles mapping
  • Compliance overview
Previous - Logging in for the first time
Next - Standard Daily Activity
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