Manager Resources
Account Login
Account Passwords
Communication & Notifications
- How To Use The Message Center
- Configure Employee Shift Reminders (Notification Timing)
- How to Send a Welcome Message to Your Staff by Position
- How to Send a Welcome Message When Adding a New Employee
- How to Adjust Manager Notifications for Shift Changes and RTOs
- How to Send an InMail, Email, or Text Message to Employees
- How to Turn On and Off Shift Reminders for Employees
- How to Turn On Push Notifications for Your Manager Account
- I Am Not Receiving Text Message Replies from My Employees
- How to Configure Manager's Survey Permissions and Access
- How to Manage Your Created Survey Templates and View Survey Responses
- How to Create an Anonymous Survey
- How to Create a Survey Exclusively for SubItUp Staff
Create Schedules
- What Is Shift-Based Scheduling?
- What Is Hourly-Based Scheduling?
- How to Auto-Generate a Schedule for One or Multiple Positions
- How to Auto-Generate an Unassigned Schedule Template
- How to Manually Create a Shift
- How to Manually Apply a Break to a Shift
- How to Auto-Assign Break Times to Shifts
- How to Create Schedule Buffers
- How to Create Shift Rotation Schedules
Employee Availability
- How to Request and Collect Employee Availability
- How to Set Rules for Employee Availability and Scheduling
- How to Edit an Employee's Availability for Hourly-Based Positions
- How to Mark Employees as Available Without Collecting Availability
- How to Generate a Shift-Based Availability Summary
- How to Clear and Reset Availability for Shift-Based Positions
- How to Clear and Reset Availability for Hourly-Based Positions
Employee Management
- How to Edit an Employee's Availability for Shift-Based Positions
- How to Create Employees
- Why Can’t I Find an Employee in the Archived Staff List?
- Employee Not Appearing in the Schedule After Generation Overview
- How to Remove or Archive an Employee from a Position
- How to Edit an Employee’s Email Address
- I Can’t Change an Employee’s Email Address
- How to View Employee Shift Statistics
- How to Export Staff Data
- Turn On Push Notifications For An Employee
- How to Reset an Employee’s MFA Phone Number
- How to Add Employees Using the Employee Import
- How to Add Links and Resources to Employee Accounts
- How to Add an Existing Employee to Another Position
- How to Opt Out of MFA Reset Alert Notifications
- How to Add and View Pronouns on an Employee’s Account
- How to Archive All Staff from One or Multiple Positions
Employee Review
- Employee Review Overview
- How to Start a Scheduled Review with an Employee
- How to View Employee Statistics in the Employee Review Module
- How to Start a Scheduled Review with an Employee
- How to Configure Periodic Employee Reviews
- How to Set the Default Employee Review Length
- How to Choose When Employees Should Be Scheduled for Reviews
- How to Set Available Times for Employee Reviews
- How to Connect Your Personal Calendar to the Employee Review Solution
Event Scheduling
- How To Create An Event
- How to Import Events Using a Template
- How to Create and Manage Event Settings
- How to save an event staffing template
- How to Request Survey-Based Availability
- How to Auto-Generate an Event Schedule with Survey Availability
- How to assign staff to event shifts
- How to edit an event's details
- How to edit an event shift
- How To Publish Event Shifts
- How to duplicate an event
- How to Delete An Event
- How to generate an event time clock data report
- How to generate an event staffing list
- How to generate an event staff report
- How to apply a general ledger (GL) code to event shifts
- How to Generate an Event Labor Cost Report
Managers & Permissions
Mobile Apps
Payroll & Budgets
- Forecasting Staff Hours
- How to apply pay rates to employees
- How to Review and Approve Employee Hours in a Payroll Report
- How to Auto-Sign a Payroll Signature Form
- How to increase a pay rate for a specific shift time in a template
- How to create and manage general ledger (GL) codes
- How to manually apply a general ledger (GL) code to a shift
- How to associate a general ledger (GL) code to a shift template
Positions & Settings
- How to Adjust Position Settings
- How to create a position
- How to edit a position's name
- How to delete a position
- How to turn on moderation to approve and deny shift requests from employees
- How to set your work week start date
- How to allow employees to drop part of a shift
- How to Configure a Position for Shift-Based or Hourly-Based Scheduling
- How to Set Global Colors for Positions and Shift Templates
Requests for Time Off (RTO)
Schedule & Shift Management
- How to Manage Your Calendar
- How to Publish and Unpublish Shifts
- How to Group and Consolidate Shifts
- How to Copy and Paste Schedules and Shifts
- How to Edit a Shift
- How to recover deleted shifts
- How to view the history of a shift or position
- How to Prevent Employees from Dropping, Swapping, and Adding Shifts Before a Shift Start Time
- How to Approve or Deny a Pending Request
- How to allow employees to work more than one shift in a day
- How to set a maximum number of hours an employee can work across all positions
- How to restrict overtime pickup
- How to Create a Public Calendar
- How to Delete Shifts
- How to Select a Start Day of the Week on the Calendar
- How to Set Up a Global Workforce Template
Scheduling Templates
- How to Create Shift Templates for Shift-Based Availability
- How to Create Shift Templates for Hourly-Based Availability
- How to Create and Use Seasonal Shift Templates
- How to duplicate a shift template
- How to Create a Template to Allow Your Staff to Create Their Own Shifts
- How to Create and Apply a Shift Break Template
Time & Attendance
- How to Configure Personal Devices to Be Used as Time Clocks
- Steps to Set Up Your Positions, Employee Accounts, and Devices to Use the Time Clock
- Time Clock Not Working or Showing as Unconfigured
- How Can I See Scheduled Hours for Longer Than One Week?
- Employee Can't Clock In - Can't Find Account Error
- Employee Can't Clock In - Position Not Scheduled Error
- How to Configure How Early or Late Employees Can Clock In/Out for a Shift
- How to allow employees to clock in/out for unscheduled shifts
- How to Import Time Clock Values into Employee Records
- How to Scan and Add an Employee's Time Clock Value
- How to Assign or Verify an Employee's Time Clock Value
- How to Configure a Device to Be Used as a Time Clock
- How to edit a time clock device configuration
- How to Configure a Device for Session Computers (Cookie-Free Option)
- How to Use the Roster Punch on a Time Clock Device
- How to reauthorize a time clock device
- How to Configure a Time Clock to Automatically Clock Employees Out
- How to Edit Employee Time Clock Data
- Why Is My Employee’s Scan Value (PIN) Not Saving?
- How to manually clock an employee in and out for unscheduled time
- How to use the Time Clock Map
- Download SubItUp's Time Clock App