Setup & Configuration - Revision history

Cienna at 01:01, 9 June 2023

2023-06-09T01:01:45Z

← Older revision		Revision as of 01:01, 9 June 2023
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	Should you have any questions or concerns, please don't hesitate to contact <b>[https://wageloch.com.au/contact Helpdesk]</b> for assistance.		Should you have any questions or concerns, please don't hesitate to contact <b>[https://wageloch.com.au/contact Helpdesk]</b> for assistance.

	~~[[File:Mobile Clocking.png\|250px\|link=Setup Mobile Clocking]]~~
	~~<br>~~
	<br>		<br>
	=Basic Requirements=		=Basic Requirements=
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	* From that point onwards, you can follow the setup information from 2.1 onwards aforementioned above to activate the Staff Portal and Mobile App.		* From that point onwards, you can follow the setup information from 2.1 onwards aforementioned above to activate the Staff Portal and Mobile App.
	<br>		<br>
			<br>
			=Setting up Mobile Clocking=
			[[File:Mobile Clocking.png\|250px\|link=Setup Mobile Clocking]]
	<br>		<br>
	<br>		<br>
	<b>[[Main Page \| < Back]]</b>		<b>[[Main Page \| < Back]]</b>

Cienna at 01:01, 9 June 2023

2023-06-09T01:01:06Z

← Older revision		Revision as of 01:01, 9 June 2023
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	<br><Br>		<br><Br>
	Should you have any questions or concerns, please don't hesitate to contact <b>[https://wageloch.com.au/contact Helpdesk]</b> for assistance.		Should you have any questions or concerns, please don't hesitate to contact <b>[https://wageloch.com.au/contact Helpdesk]</b> for assistance.

			[[File:Mobile Clocking.png\|250px\|link=Setup Mobile Clocking]]
			<br>
			<br>
	=Basic Requirements=		=Basic Requirements=
	To be able to configure the Wageloch Staff Portal and Mobile app, requirements are as follows:<br>		To be able to configure the Wageloch Staff Portal and Mobile app, requirements are as follows:<br>

Cienna at 02:27, 17 February 2023

2023-02-17T02:27:25Z

← Older revision		Revision as of 02:27, 17 February 2023
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	* Click Next to be prompted for the above credentials and continue.		* Click Next to be prompted for the above credentials and continue.
	* From that point onwards, you can follow the setup information from 2.1 onwards aforementioned above to activate the Staff Portal and Mobile App.		* From that point onwards, you can follow the setup information from 2.1 onwards aforementioned above to activate the Staff Portal and Mobile App.
			<br>
			<br>
			<br>
			<b>[[Main Page \| < Back]]</b>

Cienna at 06:23, 15 February 2023

2023-02-15T06:23:45Z

← Older revision		Revision as of 06:23, 15 February 2023
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	<br><Br>		<br><Br>
	Should you have any questions or concerns, please don't hesitate to contact <b>[https://wageloch.com.au/contact Helpdesk]</b> for assistance.		Should you have any questions or concerns, please don't hesitate to contact <b>[https://wageloch.com.au/contact Helpdesk]</b> for assistance.
	==Basic Requirements==		=Basic Requirements=
	To be able to configure the Wageloch Staff Portal and Mobile app, requirements are as follows:<br>		To be able to configure the Wageloch Staff Portal and Mobile app, requirements are as follows:<br>
	* Your user access in Wageloch must be set for full administrator access.		* Your user access in Wageloch must be set for full administrator access.
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	* Select Portal Setup from the menu		* Select Portal Setup from the menu

	====Setup Type====		===Setup Type===
	When loading the setup screen, you’ll be presented with the option of an Express or Advanced setup.<br>		When loading the setup screen, you’ll be presented with the option of an Express or Advanced setup.<br>
	* Express Setup (recommended) gives the basic options and configuration settings to get you up and running.		* Express Setup (recommended) gives the basic options and configuration settings to get you up and running.
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	<br><Br>		<br><Br>
	Through this setup guide, we’ll be following the Express Setup method.		Through this setup guide, we’ll be following the Express Setup method.
			----
	====Security====		===Security===
	In the Security area, you are able to set a staff member to gain additional permission in the Wageloch Mobile App and Staff Portal, while provide access to a Shift Swap function and Message Centre in the Wageloch Mobile App.		In the Security area, you are able to set a staff member to gain additional permission in the Wageloch Mobile App and Staff Portal, while provide access to a Shift Swap function and Message Centre in the Wageloch Mobile App.
	This does not allow the user to see any dollar figures or similar administrative access.<br>		This does not allow the user to see any dollar figures or similar administrative access.<br>
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	* Enter a first name, surname and email address.		* Enter a first name, surname and email address.
	* Click Next to continue.		* Click Next to continue.
			----
	====Express Selection====		===Express Selection===
	In the Express Selection area, we can pick and choose what we would like staff to see and do in the Staff Portal and Wageloch Mobile App.<br>		In the Express Selection area, we can pick and choose what we would like staff to see and do in the Staff Portal and Wageloch Mobile App.<br>
	* <b>Do you wish to allow viewing of Rosters using the portal?</b>		* <b>Do you wish to allow viewing of Rosters using the portal?</b>
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	** <b>No:</b> Staff cannot send their availability through.		** <b>No:</b> Staff cannot send their availability through.
	* Click Next to continue		* Click Next to continue
			----
	====Email Details====		===Email Details===
	If you would like to receive an email when a staff member sends a request through, you must enable this option and enterone or more email addresses.		* If you would like to receive an email when a staff member sends a request through, you must enable this option and enterone or more email addresses.
	If entering more that one email address, please separate with a comma.		* If entering more that one email address, please separate with a comma.
	This will also facilitate staff receiving emails from management once their requests have been actioned.<br><br>		* This will also facilitate staff receiving emails from management once their requests have been actioned.<br><br>
	Click Next to Continue.		* Click Next to Continue.
			----
	==Mobile App==		===Mobile App===
	The column on the left of this page relates to certain options within the Mobile App relating to mobile clocking.		The column on the left of this page relates to certain options within the Mobile App relating to mobile clocking.
	<br>The columns on the right are additional tools that can be enabled by managers for staff to use.		<br>The columns on the right are additional tools that can be enabled by managers for staff to use.
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	<br>		<br>
	[[File: 7.0 Select Shift Swap.png\|600px]]		[[File: 7.0 Select Shift Swap.png\|600px]]
			----
	====Site Information====		===Site Information===
	Most of the information in this area is pre-filled with your business information. Please check and confirm it is correct.<br><br>		Most of the information in this area is pre-filled with your business information. Please check and confirm it is correct.<br><br>
	The other three options displayed relate to leave requests submitted by staff, and their default settings.<br>		The other three options displayed relate to leave requests submitted by staff, and their default settings.<br>
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	* <b>Restrict Leave Request:</b> You can limit the amount of staff that can be booked of on a day before all other requests are rejected.<br><br>		* <b>Restrict Leave Request:</b> You can limit the amount of staff that can be booked of on a day before all other requests are rejected.<br><br>
	Click Next to continue.		Click Next to continue.
			----
	====Setup Confirmation====		===Setup Confirmation===
	This area will give you the opportunity to review the selections you’ve made and ensure you’ve set everything up correctly.		This area will give you the opportunity to review the selections you’ve made and ensure you’ve set everything up correctly.
	You can click Back to return to previous screens and make changes if required; you can always go back through this setup and modify options later down the track if need be.		You can click Back to return to previous screens and make changes if required; you can always go back through this setup and modify options later down the track if need be.
	Click Next to continue to activation.		Click Next to continue to activation.
			----
	====Activate====		===Activate===
	Before enabling the site, you will see if there are any staff members who do not have an email address. At this stage if you notice that there are staff with no login details, head to the Staff area in the top left to update this information on their card.<br><Br>		Before enabling the site, you will see if there are any staff members who do not have an email address. At this stage if you notice that there are staff with no login details, head to the Staff area in the top left to update this information on their card.<br><Br>
	When you’re ready to activate the Staff Portal and Mobile App:<br>		When you’re ready to activate the Staff Portal and Mobile App:<br>

Cienna: /* Mobile App */

2023-02-15T06:19:40Z

Mobile App

← Older revision		Revision as of 06:19, 15 February 2023
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	\| Gives access to the Travel Logbook to record travel kilometres but will not record in the timesheets for payroll processing.		\| Gives access to the Travel Logbook to record travel kilometres but will not record in the timesheets for payroll processing.
	\|}		\|}

	~~===Right Column: Staff Related Tools===~~


	{\| class="wikitable" style="width: 80%;"		{\| class="wikitable" style="width: 80%;"

Cienna: /* Mobile App */

2023-02-15T06:19:24Z

Mobile App

← Older revision		Revision as of 06:19, 15 February 2023
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	Click Next to Continue.		Click Next to Continue.

	====Mobile App====		==Mobile App==
	If you ~~are not using~~ the ~~Wageloch~~ Mobile App for ~~mobile clocking~~, ~~please skip~~ this ~~step~~.		The column on the left of this page relates to certain options within the Mobile App relating to mobile clocking.
	~~Should~~ you ~~have any questions~~, ~~please contact~~ <b>~~[https~~:/~~/wageloch~~.~~com.au/contact Helpdesk]~~</b> to ~~discuss~~.		<br>The columns on the right are additional tools that can be enabled by managers for staff to use.
	~~Click Next~~ to ~~continue~~.

			{\| class="wikitable" style="width: 80%;"
			!colspan="2" style="color:black; background-color:#e49cc5" \| '''Mobile Clocking'''
			\|-
			! style="color:black; background-color:#e6e2e4" \| Do not allow manual clock in
			\| If Mobile Clocking is enabled, prevent staff from logging clock times without GPS location information.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Allow blank Loc (Location) on Manual Clock
			\| Does not provide a field during manual clocking to add a location name.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Mobile App Dept. Prompt Text
			\| Depending on your configuration, we can prompt staff to clock into the department they’re working in for the shift that day. This prompt text allows you to customize the prompt, such as Select Department, Select Team, Select Job.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Mobile App Role Prompt Text
			\| Depending on your configuration, we can prompt staff to clock into the role or job they’re working on that day. This prompt text allows you to customize the prompt, such as Select Role, Select Job, Select Project.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Show Clock Times on App
			\| Allows staff to run their own clock times report to check their clock times, providing Mobile Clocking is enabled. This will always be enabled.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Show Paid Times on App
			\| Allows staff to see what hours/times you’re finalizing them into the timesheet for. This can be useful, however as you could change the timesheet hours at any point, we allow this to be turned on/off as required.
			\|-
			! style="color:black; background-color:#e6e2e4" \| Allow Private Travel Recording
			\| Gives access to the Travel Logbook to record travel kilometres but will not record in the timesheets for payroll processing.
			\|}

			===Right Column: Staff Related Tools===


			{\| class="wikitable" style="width: 80%;"
			!colspan="2" style="color:black; background-color:#e49cc5" \| '''Staff Tools'''
			\|-
			! style="color:black; background-color:#e6e2e4" \| Shift Swaps
			\| Please refer to our separate article on [[Shift Swaps]].
			\|-
			! style="color:black; background-color:#e6e2e4" \| Clock Time Alerts
			\|
			Clock time alerts allow you to send push notifications to staff on the Wageloch Mobile App to remind them to clock in/out if they’ve forgotten or are running late for their scheduled shift.
			You’re also able to send notifications to yourself through the app as well, or even through email to provide you with a record of the employee not clocking in.
			<br>
			<br>
			<b>Please note:</b> Clock Time Alerts will only work of there is a rostered shift.
			<br>
			* Tick the box for Enabled Clocking alerts.
			*Select if you would like to enable this for late clock in, late clock out, or both.
			* Set a tolerance before a reminder is sent.
			** i.e. if rostered shift is for an 8AM start, a 15 minute tolerance would send a notification at 815AM.
			* Email Alerts to: enter your email address to receive reminders of late clock times to your inbox.
			* Send Push Notification to: If you’d like to receive a push notification on your Mobile app, enter the email address you log into your mobile app with.
			* Send Push Notification to Employee: enable this option to send notifications directly to staff phones.
			<br>
			\|-
			\|}
			<br>
			[[File: 7.0 Select Shift Swap.png\|600px]]

	====Site Information====		====Site Information====

Cienna: /* Activate */

2022-02-16T03:33:53Z

Activate

← Older revision		Revision as of 03:33, 16 February 2022
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	** <b>No:</b> Will not activate the Staff Portal and app, but will retain the information for later.		** <b>No:</b> Will not activate the Staff Portal and app, but will retain the information for later.
	* Save Information to update.		* Save Information to update.
	~~<br>~~<br>		<br>
	Click Finish to complete the setup.		Click Finish to complete the setup.

Cienna: /* Activate */

2022-02-16T03:33:43Z

Activate

← Older revision		Revision as of 03:33, 16 February 2022
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	====Activate====		====Activate====
			Before enabling the site, you will see if there are any staff members who do not have an email address. At this stage if you notice that there are staff with no login details, head to the Staff area in the top left to update this information on their card.<br><Br>
			When you’re ready to activate the Staff Portal and Mobile App:<br>
			* Do you wish to enable the site now?
			** <b>Yes:</b> Activates the Staff Portal and App, staff will receive an email with instructions.
			** <b>No:</b> Will not activate the Staff Portal and app, but will retain the information for later.
			* Save Information to update.
			<br><br>
			Click Finish to complete the setup.

	==Configuration via Portal==		==Configuration via Portal==

Cienna: /* Setup Confirmation */

2022-02-16T03:32:43Z

Setup Confirmation

← Older revision		Revision as of 03:32, 16 February 2022
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	====Setup Confirmation====		====Setup Confirmation====
			This area will give you the opportunity to review the selections you’ve made and ensure you’ve set everything up correctly.
			You can click Back to return to previous screens and make changes if required; you can always go back through this setup and modify options later down the track if need be.
			Click Next to continue to activation.

	====Activate====		====Activate====

Cienna: /* Site Information */

2022-02-16T03:32:22Z

Site Information

← Older revision		Revision as of 03:32, 16 February 2022
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	====Site Information====		====Site Information====
			Most of the information in this area is pre-filled with your business information. Please check and confirm it is correct.<br><br>
			The other three options displayed relate to leave requests submitted by staff, and their default settings.<br>
			* <b>Length of Workday:</b> Defaults to 7.6 hours, equivalent of a 8 hour shift with a break.
			* <b>Start of Workday:</b> The default start time most shifts begin.
			* <b>Restrict Leave Request:</b> You can limit the amount of staff that can be booked of on a day before all other requests are rejected.<br><br>
			Click Next to continue.

	====Setup Confirmation====		====Setup Confirmation====