Mobile App as Manager - Revision history

Ryan at 05:23, 25 May 2026

2026-05-25T05:23:46Z

← Older revision		Revision as of 05:23, 25 May 2026
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	The Mobile App guide has moved to our new guides location		The Mobile App guide has moved to our new guides location

	https://guides.wageloch.com.au/guides/mobile-app/~~manager~~		https://guides.wageloch.com.au/guides/mobile-app/managers

Ryan at 05:23, 25 May 2026

2026-05-25T05:23:37Z

← Older revision		Revision as of 05:23, 25 May 2026
Line 1:		Line 1:
	The Mobile App guide has moved to our new guides location		The Mobile App guide has moved to our new guides location

	https://guides.wageloch.com.au/guides/mobile-app		https://guides.wageloch.com.au/guides/mobile-app/manager

MattR: Replaced content with "The Mobile App guide has moved to our new guides location https://guides.wageloch.com.au/guides/mobile-app"

2026-05-25T00:20:52Z

Replaced content with "The Mobile App guide has moved to our new guides location https://guides.wageloch.com.au/guides/mobile-app"

Show changes

Ryan at 00:40, 22 May 2026

2026-05-22T00:40:35Z

← Older revision		Revision as of 00:40, 22 May 2026
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	Open '''Team Status''' to monitor attendance and availability.		Open '''Team Status''' to monitor attendance and availability.

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

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

Ryan at 02:14, 18 May 2026

2026-05-18T02:14:12Z

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..."

2026-05-18T02:12:19Z

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..."

New page

= 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.

← Older revision		Revision as of 02:14, 18 May 2026
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	Managers can switch between the '''Employee''' and '''Manager''' tabs.		Managers can switch between the '''Employee''' and '''Manager''' tabs.

	[[File:staff-portal-mobile-app-manager--manager-home-screen.png\|~~500x600px~~]]		[[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 '''Employee''' tab gives access to personal features such as '''My Roster''', '''Unavailability''', '''Leave''', '''Log Book''', '''Messages''', '''Shift Swap''', and '''Payslips'''.
Line 44:		Line 44:
	Managers can search employees by name or role, review employee roles and locations, and see when an employee clocked 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~~]]		[[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.		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~~]]		[[File:staff-portal-mobile-app-manager--team-status-not-in-view.png\|400x600px]]

	== Team Roster ==		== Team Roster ==
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	The main roster screen shows collapsible roster periods such as the current roster period and the previous roster period.		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~~]]		[[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.		Each roster period shows the date, the number of employees rostered, and a '''Publish''' or '''Republish''' action.
Line 67:		Line 67:
	You can also add or replace shifts, remove an employee from the day roster, and add a new employee to a published roster.		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~~]]		[[File:staff-portal-mobile-app-manager--team-roster-day-employee-list.png\|400x600px]]

	=== Add staff to a roster ===		=== Add staff to a roster ===
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	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.		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~~]]		[[File:staff-portal-mobile-app-manager--team-roster-edit-shift-screen.png\|400x600px]]

	To replace one employee's shift with another employee:		To replace one employee's shift with another employee:
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	Managers can also review the number of timesheets for a day and add a new timesheet.		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~~]]		[[File:staff-portal-mobile-app-manager--timesheets-period-list-view.png\|400x600px]]

	=== Review a timesheet day ===		=== Review a timesheet day ===
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	You can also review individual employee entries, open an entry for editing, and finalise or unfinalise the day.		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~~]]		[[File:staff-portal-mobile-app-manager--timesheets-day-employee-list-view.png\|400x600px]]

	=== Add a timesheet ===		=== Add a timesheet ===
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	# The employee is added to the timesheet period.		# The employee is added to the timesheet period.

	[[File:staff-portal-mobile-app-manager--timesheets-add-employee-screen.png\|~~500x600px~~]]		[[File:staff-portal-mobile-app-manager--timesheets-add-employee-screen.png\|400x600px]]

	=== Edit a timesheet ===		=== Edit a timesheet ===
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	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.		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~~]]		[[File:staff-portal-mobile-app-manager--timesheets-edit-entry-screen.png\|400x600px]]

	== Shift Swap ==		== Shift Swap ==