= Manager Guide to the Mobile App =

This guide explains what managers can do in the mobile app.

== Before you start ==

Before you begin, make sure you have:

# Manager access enabled for your account.
# Your login details.
# Access to the sites, teams, or employees you are responsible for.

Once you sign in, the app opens on the Home screen.

'''Info:''' Features and actions depend on manager permissions and portal configuration.

== Home ==

The Home screen gives managers access to both personal and team workflows.

Managers can switch between the '''Employee''' and '''Manager''' tabs.

[[File:staff-portal-mobile-app-manager--manager-home-screen.png|400x600px]]

The '''Employee''' tab gives access to personal features such as '''My Roster''', '''Unavailability''', '''Leave''', '''Log Book''', '''Messages''', '''Shift Swap''', and '''Payslips'''.

The '''Manager''' tab gives access to team and administrative features.

=== Review team status ===

From the '''Manager''' tab on Home, managers can review how many employees are clocked in and out and how many employees are on leave.
Managers can also review the total number of employees for the site or team.

=== Open manager quick actions ===

Manager quick actions currently include '''Team Roster''', '''Timesheets''', '''Shift Swaps''', and '''Messages'''.

== Team Status ==

Open '''Team Status''' to monitor attendance and availability.

There are three tabs: '''Clocked In''', '''On Leave''', and '''Not In'''.

Managers can search employees by name or role, review employee roles and locations, and see when an employee clocked in.

[[File:staff-portal-mobile-app-manager--team-status-clocked-in-view.png|400x600px]]

Managers can also see when an employee is on leave and identify who has not clocked in yet.

[[File:staff-portal-mobile-app-manager--team-status-not-in-view.png|400x600px]]

== Team Roster ==

Open '''Team Roster''' to review and maintain staff rosters.

=== View roster periods ===

The main roster screen shows collapsible roster periods such as the current roster period and the previous roster period.

[[File:staff-portal-mobile-app-manager--team-roster-period-list-view.png|400x600px]]

Each roster period shows the date, the number of employees rostered, and a '''Publish''' or '''Republish''' action.

=== Open a roster day ===

When you open a day, you can review all employees rostered for that day, search for a staff member, sort the employee list, and open or edit an employee shift.
You can also add or replace shifts, remove an employee from the day roster, and add a new employee to a published roster.

[[File:staff-portal-mobile-app-manager--team-roster-day-employee-list.png|400x600px]]

=== Add staff to a roster ===

# On the Team Roster page, select '''Add staff'''.
# Select the employee to add.
# Add the employee's shifts.
# Select '''Save'''.
# Return to the roster period page, open the dropdown, and select '''Republish'''.

=== Add a shift ===

Use '''Add Shift''' to add an additional rostered shift for an employee.

Managers can enter the date, start time, finish time, and an optional team.

# Open a day in '''Team Roster'''.
# Select an employee to edit their details.
# Tap '''Add Shift'''.
# Enter the shift details.
# Tap '''Save'''.
# After making roster changes, tap '''Republish''' to send updates to employees.

=== Edit and replace shifts ===

Select an employee card to update that employee's rostered shift details.

Managers can change the employee by selecting '''Replace''', edit shift start and end times, update department and role, and add another shift using '''Add Shift'''.
Managers can also delete one shift using the delete icon on the shift card or delete all shifts using '''Delete all''' at the bottom of the page.

[[File:staff-portal-mobile-app-manager--team-roster-edit-shift-screen.png|400x600px]]

To replace one employee's shift with another employee:

# Select '''Replace'''.
# Select the employee who will take the shift.
# Note: only employees who do not already have a shift that day appear in the list.
# Select '''Save'''.
# Republish the roster so the update is sent.

== Timesheets ==

Open '''Timesheets''' to review and update recorded work time.

=== Review timesheet periods ===

On the main timesheet screen, managers can browse current and previous timesheet periods and expand or collapse a period.
Managers can also review the number of timesheets for a day and add a new timesheet.

[[File:staff-portal-mobile-app-manager--timesheets-period-list-view.png|400x600px]]

=== Review a timesheet day ===

When you open a day in timesheet view, you can move between dates using the arrow buttons next to the date and use the calendar picker by selecting the date.
You can also review individual employee entries, open an entry for editing, and finalise or unfinalise the day.

[[File:staff-portal-mobile-app-manager--timesheets-day-employee-list-view.png|400x600px]]

=== Add a timesheet ===

Use '''Add Timesheet''' to manually create a timesheet entry.

Managers can enter date, employee, one or more paid shifts, department, and role.

# Open '''Timesheets'''.
# Tap '''Add staff'''.
# Select the date.
# Select the employee.
# Select department and role.
# Add one or more paid shifts.
# Tap '''Save'''.
# The employee is added to the timesheet period.

[[File:staff-portal-mobile-app-manager--timesheets-add-employee-screen.png|400x600px]]

=== Edit a timesheet ===

Use '''Edit Timesheet''' to correct or update an employee timesheet.

Managers can select any employee from the employee card, open the employee edit page, edit paid start and end times, and review clocked and rostered times (read-only).
Managers can also update department and role, add or delete shifts, delete all shifts, finalise a timesheet, and switch to another employee from the name drop-down at the top of the page.

[[File:staff-portal-mobile-app-manager--timesheets-edit-entry-screen.png|400x600px]]

== Shift Swap ==

If manager approval is required for shift swaps, use '''Shift Swap''' from the manager view to review submitted requests.

Managers can review details of submitted shift swaps, approve or decline a request, and select replacement employees when approved.
Managers can also review shift swap status (approved or declined).

'''Important:''' After roster changes or shift replacements, use '''Republish''' so employees receive updated shifts.

== Suggested manager walkthrough ==

If you are new to the app, a good first walkthrough is:

# Review the '''Manager''' tab on Home.
# Open '''Team Status'''.
# Open '''Team Roster'''.
# Create or review a roster.
# Open '''Timesheets'''.
# Review '''Shift Swap''' and manager quick actions.

Mobile App as Manager

2026-05-18T02:12:19Z

Ryan: Created page with "= Manager Guide to the Mobile App = This guide explains what managers can do in the mobile app. == Before you start == Before you begin, make sure you have: # Manager acce..."

= Manager Guide to the Mobile App =

This guide explains what managers can do in the mobile app.

== Before you start ==

Before you begin, make sure you have:

# Manager access enabled for your account.
# Your login details.
# Access to the sites, teams, or employees you are responsible for.

Once you sign in, the app opens on the Home screen.

'''Info:''' Features and actions depend on manager permissions and portal configuration.

== Home ==

The Home screen gives managers access to both personal and team workflows.

Managers can switch between the '''Employee''' and '''Manager''' tabs.

[[File:staff-portal-mobile-app-manager--manager-home-screen.png|500x600px]]

The '''Employee''' tab gives access to personal features such as '''My Roster''', '''Unavailability''', '''Leave''', '''Log Book''', '''Messages''', '''Shift Swap''', and '''Payslips'''.

The '''Manager''' tab gives access to team and administrative features.

=== Review team status ===

From the '''Manager''' tab on Home, managers can review how many employees are clocked in and out and how many employees are on leave.
Managers can also review the total number of employees for the site or team.

=== Open manager quick actions ===

Manager quick actions currently include '''Team Roster''', '''Timesheets''', '''Shift Swaps''', and '''Messages'''.

== Team Status ==

Open '''Team Status''' to monitor attendance and availability.

There are three tabs: '''Clocked In''', '''On Leave''', and '''Not In'''.

Managers can search employees by name or role, review employee roles and locations, and see when an employee clocked in.

[[File:staff-portal-mobile-app-manager--team-status-clocked-in-view.png|500x600px]]

Managers can also see when an employee is on leave and identify who has not clocked in yet.

[[File:staff-portal-mobile-app-manager--team-status-not-in-view.png|500x600px]]

== Team Roster ==

Open '''Team Roster''' to review and maintain staff rosters.

=== View roster periods ===

The main roster screen shows collapsible roster periods such as the current roster period and the previous roster period.

[[File:staff-portal-mobile-app-manager--team-roster-period-list-view.png|500x600px]]

Each roster period shows the date, the number of employees rostered, and a '''Publish''' or '''Republish''' action.

=== Open a roster day ===

When you open a day, you can review all employees rostered for that day, search for a staff member, sort the employee list, and open or edit an employee shift.
You can also add or replace shifts, remove an employee from the day roster, and add a new employee to a published roster.

[[File:staff-portal-mobile-app-manager--team-roster-day-employee-list.png|500x600px]]

=== Add staff to a roster ===

# On the Team Roster page, select '''Add staff'''.
# Select the employee to add.
# Add the employee's shifts.
# Select '''Save'''.
# Return to the roster period page, open the dropdown, and select '''Republish'''.

=== Add a shift ===

Use '''Add Shift''' to add an additional rostered shift for an employee.

Managers can enter the date, start time, finish time, and an optional team.

# Open a day in '''Team Roster'''.
# Select an employee to edit their details.
# Tap '''Add Shift'''.
# Enter the shift details.
# Tap '''Save'''.
# After making roster changes, tap '''Republish''' to send updates to employees.

=== Edit and replace shifts ===

Select an employee card to update that employee's rostered shift details.

Managers can change the employee by selecting '''Replace''', edit shift start and end times, update department and role, and add another shift using '''Add Shift'''.
Managers can also delete one shift using the delete icon on the shift card or delete all shifts using '''Delete all''' at the bottom of the page.

[[File:staff-portal-mobile-app-manager--team-roster-edit-shift-screen.png|500x600px]]

To replace one employee's shift with another employee:

# Select '''Replace'''.
# Select the employee who will take the shift.
# Note: only employees who do not already have a shift that day appear in the list.
# Select '''Save'''.
# Republish the roster so the update is sent.

== Timesheets ==

Open '''Timesheets''' to review and update recorded work time.

=== Review timesheet periods ===

On the main timesheet screen, managers can browse current and previous timesheet periods and expand or collapse a period.
Managers can also review the number of timesheets for a day and add a new timesheet.

[[File:staff-portal-mobile-app-manager--timesheets-period-list-view.png|500x600px]]

=== Review a timesheet day ===

When you open a day in timesheet view, you can move between dates using the arrow buttons next to the date and use the calendar picker by selecting the date.
You can also review individual employee entries, open an entry for editing, and finalise or unfinalise the day.

[[File:staff-portal-mobile-app-manager--timesheets-day-employee-list-view.png|500x600px]]

=== Add a timesheet ===

Use '''Add Timesheet''' to manually create a timesheet entry.

Managers can enter date, employee, one or more paid shifts, department, and role.

# Open '''Timesheets'''.
# Tap '''Add staff'''.
# Select the date.
# Select the employee.
# Select department and role.
# Add one or more paid shifts.
# Tap '''Save'''.
# The employee is added to the timesheet period.

[[File:staff-portal-mobile-app-manager--timesheets-add-employee-screen.png|500x600px]]

=== Edit a timesheet ===

Use '''Edit Timesheet''' to correct or update an employee timesheet.

Managers can select any employee from the employee card, open the employee edit page, edit paid start and end times, and review clocked and rostered times (read-only).
Managers can also update department and role, add or delete shifts, delete all shifts, finalise a timesheet, and switch to another employee from the name drop-down at the top of the page.

[[File:staff-portal-mobile-app-manager--timesheets-edit-entry-screen.png|500x600px]]

== Shift Swap ==

If manager approval is required for shift swaps, use '''Shift Swap''' from the manager view to review submitted requests.

Managers can review details of submitted shift swaps, approve or decline a request, and select replacement employees when approved.
Managers can also review shift swap status (approved or declined).

'''Important:''' After roster changes or shift replacements, use '''Republish''' so employees receive updated shifts.

== Suggested manager walkthrough ==

If you are new to the app, a good first walkthrough is:

# Review the '''Manager''' tab on Home.
# Open '''Team Status'''.
# Open '''Team Roster'''.
# Create or review a roster.
# Open '''Timesheets'''.
# Review '''Shift Swap''' and manager quick actions.

2025-11-05T02:44:55Z

Ryan:

Once your company file is configured correctly and ready to link, you will need to authenticate Wageloch with the MYOB Acumatica company file.

Completing the connection process is fairly simple, and should only need to be completed once.

==Required Credentials==
* Open https://app.wageloch.com.au and go to Settings >> Payroll >> Connection.
* Click on the Store name to open the configuration window.
* You will be presented with a screen requesting MYOB Acumatica information.
* To obtain these details, we need to add Wageloch as a Connected Application through MYOB Acumatica.

[[File:Settings-payroll-connection.png|300px]] [[File:MYOBAD-connection-settings.png]]

==Create Connected Application==

* Open MYOB Acumatica in a web browser and sign in.
* Copy the URL in your address bar at the top of the page into a notepad document or similar, removing any text after ".com"
** You should have a URL that looks like this:
[[File:URL.png]]

Now you're signed in to MYOB Acumatica, we will need to create a set of API credentials.

* Go to More Items from the left menu and select Integration >> Connected Applications.
* You will then be presented with fields for Client ID, Client Name, OAuth 2.0 Flow.

* Fill the fields out as follows:
** Client Name: Wageloch
** OAuth 2.0 Flow: Authorization Code

* Click the Save icon (floppy disk, top left)
* Once saved, the Client ID field will populate with a generated Client ID; copy and paste this into a notepad document.

[[File:Myob-advanced-connections.png|725px]] [[File:MYOBAD-connected-apps.png|600px]]

* Click on Add Shared Secret, and a new window will be displayed as follows.
* In the Description field, type Wageloch
* Copy the text in the Value field and paste it into your notepad document.
* Click OK.

[[File:MYOBAD-shared-secret.png|675px]]

* You'll be taken back to the Connected Applications window.
* Click on the Redirect URIS tab and paste the following API link into the field next to the asterisk: https://prod-apiroute.wageloch.com.au/myobadvanced
* Click the Save icon in MYOB.

[[File:MYOBAD-connected-apps.png|675px]]

==Access to API License==

We need to make sure that MYOB User profiles have access to the API license.

* Log into MYOB Acumatica
* Select More Items from the left menu
* Select User Security >> User Management >> Users

* Use the magnifying glass in the Login field to choose the active User profile that is/will be linked to Wageloch
* Pick the LICENSE TYPES tab
* Ensure Full User is ticked
* Ensure either Full User (Full API) or Limited API are also ticked.
** Most users will have Limited API selected by default; this is acceptable and will provide the correct level of access to API Licenses.
** Users marked with Full User (Full API) likely use MYOB extensively with other product suites which require higher levels of access.
** NOTE: If the “Available” column shows no available licenses, they need to either use a different User profile with these licenses enabled OR they need to contact MYOB Acumatica to have an API license made available:

* Make sure that you are logged in as the user in MYOB Acumatica before trying to link to MYOB.
 
 

==Enter MYOB Credentials into Wageloch==
* Go back to Wageloch where your MYOB Acumatica Settings window should still be up.
* Get your notepad document ready!
* Fill out each field with the information from the notepad as follows:

** Store Name: Can be anything, but it must contain something
** API URL: https://yourbusinessnamehere.myobadvanced.com
** Client ID: The Client ID you copied from the Connected Applications window in MYOB Acumatica
** Client Secret: The value you copied from the Add Shared Secret window in MYOB Acumatica.

[[File:MYOB-Advanced-Credentials.png|600px]]

==Authorize Wageloch in MYOB Acumatica==
* Click on the Link to MYOB button.
* You will asked to finish authorizing Wageloch to have access to MYOB Acumatica.
* Click on Yes, Allow and close the tab.

[[File:MYOBAD-auth.png|675px]]

* Click OK to confirm the MYOB authorization is complete.
* You should now see your MYOB Acumatica file is connected!
* Click Done to finish.

[[File:MYOBAD-auth-complete.png|600px]] [[File:MYOBAD-connection-fin.png|750px]]

[[File:Back-button-new.png|link=MYOB Acumatica Configuration]] [[File:Home-button-new.png|link=Main Page]] [[File:Topic-button-new.png|link=https://wiki.wageloch.com.au/index.php?title=MYOB_Acumatica]] [[File:Next-button-new.png|link=MYOB Payroll Mappings]]