Difference between revisions of "Setup & Configuration"

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====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.
This does not allow the user to see any dollar figures or similar administrative access.<br>
* Shift Swap helps the portal admin to facilitate requesting staff to swap shifts.
* Message Centre allows the portal admin to send notifications to staff.<br><Br>
<b>Set Existing Employee as Admin</b>
* Select Yes to set up Administrative Access
* Ensure Select a Staff Member is selected
* From the list of employees, tick the box next to their name to give access.
* Click Next to continue.<br><br>
<b>Set Non-Staff Administrator</b>
* Select Yes to set up Administrative Access
* Ensure Enter a non-staff Member is selected
* Enter a first name, surname and email address.
* Click Next to continue.


====Express Selection====
====Express Selection====

Revision as of 03:27, 16 February 2022

Using the Wageloch Staff Portal and Mobile App can encourage staff to be proactive in requesting leave, submitting shift availability and viewing their rosters. They can view the rosters you publish, receive notifications of any changes and if you allow, they can view their team members’ rosters as well.

Staff Portal refers to the website staff can access from a computer, which is https://portal.wageloch.com.au, whereas the Mobile App refers to the Wageloch Mobile App application which is available for download from either to Google Play store (Android), or the App Store (Apple).

The best part? The Staff Portal and Mobile App is included in your Wageloch subscription, so there are no additional costs.

There are many benefits and customization in how the Portal/App behaves for staff, and what they can see/do.

  • Staff can just view only their rosters, and nothing else.
  • Staff can view their rosters and submit leave if they’re entitled.
  • Staff can view their roster, everyone else’s roster, submit leave and availability.


You’re able to enable/disable features at your discretion.

Should you have any questions or concerns, please don't hesitate to contact Helpdesk for assistance.

Basic Requirements

To be able to configure the Wageloch Staff Portal and Mobile app, requirements are as follows:

  • Your user access in Wageloch must be set for full administrator access.
  • Staff cards in Wageloch must have an email address for creating their login credentials.

Please note that all employees must have their own individual email addresses; if there are any duplicates they will not be able to access the Staff Portal and Mobile App with this information.

Configuration via Wageloch

  • Open Wageloch (web/desktop) and sign in.
  • Click Settings in the top right corner.
  • Select Staff Portal/ Mobile App from the menu
  • Select Portal Setup from the menu

Setup Type

When loading the setup screen, you’ll be presented with the option of an Express or Advanced setup.

  • Express Setup (recommended) gives the basic options and configuration settings to get you up and running.
  • Advanced Setup provides much more detail and information to fine tune your needs.

Make your selection and click Next

Through this setup guide, we’ll be following the Express Setup method.

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. This does not allow the user to see any dollar figures or similar administrative access.

  • Shift Swap helps the portal admin to facilitate requesting staff to swap shifts.
  • Message Centre allows the portal admin to send notifications to staff.

Set Existing Employee as Admin

  • Select Yes to set up Administrative Access
  • Ensure Select a Staff Member is selected
  • From the list of employees, tick the box next to their name to give access.
  • Click Next to continue.

Set Non-Staff Administrator

  • Select Yes to set up Administrative Access
  • Ensure Enter a non-staff Member is selected
  • Enter a first name, surname and email address.
  • Click Next to continue.

Express Selection

Email Details

Mobile App

Site Information

Setup Confirmation

Activate

Configuration via Portal

  • Visit https://portal.wageloch.com.au/sitesetup
  • From the login two options available, select the one that matches your access type:
    • You currently log into Wageloch with a username and password.
      • When logging into Wageloch on your computer, you have a list of names to pick from and enter your password.
      • To proceed through the setup, you’ll need your site username and install code.
      • If you do not have this information, please contact Helpdesk.
    • You currently log into Wageloch using an email address
      • You’ll access Wageloch from an internet browser or desktop icon.
      • To proceed through the setup, you’ll need your email address and password.
  • 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.