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Manager Resources
Account Login
Account Passwords
Communication & Notifications
- How to use the Message Center
- How to adjust employee shift time reminders
- 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 drops, adds, swaps and RTOs
- How to send an inmail, email and text message to employees
- How to turn on push notifications for my manager account
- How to turn on and off shift reminders for employees
- 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 time 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 shift-based positions
- 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 generate an hourly availability report
- How to clear and reset availability for shift-based positions
- How to clear and reset availability for hourly-based positions
Employee Management
- How to create employees
- How to remove/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
- SubItUp Menu Re-Organization
- How to turn on push notifications for an employee
- How to reset your employee's MFA phone number
- How to add employees through the Employee Import
- How to add links and resources to employee's SubItUp accounts
- How to use the Contact Tracing feature
- 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 see employee statistics in the Employee Review module
- How to schedule a 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
- 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
- How to configure how early/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
- Download SubItUp's Time Clock App
- How to use the Time Clock Map