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| = Manager Guide to the Mobile App =
| | The Mobile App guide has moved to our new guides location |
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| This guide explains what managers can do in the mobile app.
| | https://guides.wageloch.com.au/guides/mobile-app |
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| == Before you start ==
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| Before you begin, make sure you have:
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| # Manager access enabled for your account.
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| # Your login details.
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| # Access to the sites, teams, or employees you are responsible for.
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| Once you sign in, the app opens on the Home screen.
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| '''Info:''' Features and actions depend on manager permissions and portal configuration.
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| == Home ==
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| The Home screen gives managers access to both personal and team workflows.
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| Managers can switch between the '''Employee''' and '''Manager''' tabs.
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| [[File:staff-portal-mobile-app-manager--manager-home-screen.png|400x600px]]
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| The '''Employee''' tab gives access to personal features such as '''My Roster''', '''Unavailability''', '''Leave''', '''Log Book''', '''Messages''', '''Shift Swap''', and '''Payslips'''.
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| The '''Manager''' tab gives access to team and administrative features.
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| === Review team status ===
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| From the '''Manager''' tab on Home, managers can review how many employees are clocked in and out and how many employees are on leave.
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| Managers can also review the total number of employees for the site or team.
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| === Open manager quick actions ===
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| Manager quick actions currently include '''Team Roster''', '''Timesheets''', '''Shift Swaps''', and '''Messages'''.
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| == Team Status ==
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| Open '''Team Status''' to monitor attendance and availability.
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| There are three tabs: '''Clocked In''', '''Clocked Out''', and '''On Leave'''.
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| Managers can search employees by name or role, review employee roles and locations, and see when an employee clocked in.
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| [[File:staff-portal-mobile-app-manager--team-status-clocked-in-view.png|400x600px]]
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| Managers can also see when an employee is on leave and identify who has not clocked in yet.
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| [[File:staff-portal-mobile-app-manager--team-status-not-in-view.png|400x600px]]
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| == Team Roster ==
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| Open '''Team Roster''' to review and maintain staff rosters.
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| === View roster periods ===
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| The main roster screen shows collapsible roster periods such as the current roster period and the previous roster period.
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| [[File:staff-portal-mobile-app-manager--team-roster-period-list-view.png|400x600px]]
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| Each roster period shows the date, the number of employees rostered, and a '''Publish''' or '''Republish''' action.
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| === Open a roster day ===
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| 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.
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| You can also add or replace shifts, remove an employee from the day roster, and add a new employee to a published roster.
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| [[File:staff-portal-mobile-app-manager--team-roster-day-employee-list.png|400x600px]]
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| === Add staff to a roster ===
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| # On the Team Roster page, select '''Add staff'''.
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| # Select the employee to add.
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| # Add the employee's shifts.
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| # Select '''Save'''.
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| # Return to the roster period page, open the dropdown, and select '''Republish'''.
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| === Add a shift ===
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| Use '''Add Shift''' to add an additional rostered shift for an employee.
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| Managers can enter the date, start time, finish time, and an optional team.
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| # Open a day in '''Team Roster'''.
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| # Select an employee to edit their details.
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| # Tap '''Add Shift'''.
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| # Enter the shift details.
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| # Tap '''Save'''.
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| # After making roster changes, tap '''Republish''' to send updates to employees.
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| === Edit and replace shifts ===
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| Select an employee card to update that employee's rostered shift details.
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| 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'''.
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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.
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| [[File:staff-portal-mobile-app-manager--team-roster-edit-shift-screen.png|400x600px]]
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| To replace one employee's shift with another employee:
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| # Select '''Replace'''.
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| # Select the employee who will take the shift.
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| # Note: only employees who do not already have a shift that day appear in the list.
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| # Select '''Save'''.
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| # Republish the roster so the update is sent.
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| == Timesheets ==
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| Open '''Timesheets''' to review and update recorded work time.
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| === Review timesheet periods ===
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| On the main timesheet screen, managers can browse current and previous timesheet periods and expand or collapse a period.
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| Managers can also review the number of timesheets for a day and add a new timesheet.
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| [[File:staff-portal-mobile-app-manager--timesheets-period-list-view.png|400x600px]]
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| === Review a timesheet day ===
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| 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.
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| You can also review individual employee entries, open an entry for editing, and finalise or unfinalise the day.
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| [[File:staff-portal-mobile-app-manager--timesheets-day-employee-list-view.png|400x600px]]
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| === Add a timesheet ===
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| Use '''Add Timesheet''' to manually create a timesheet entry.
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| Managers can enter date, employee, one or more paid shifts, department, and role.
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| # Open '''Timesheets'''.
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| # Tap '''Add staff'''.
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| # Select the date.
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| # Select the employee.
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| # Select department and role.
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| # Add one or more paid shifts.
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| # Tap '''Save'''.
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| # The employee is added to the timesheet period.
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| [[File:staff-portal-mobile-app-manager--timesheets-add-employee-screen.png|400x600px]]
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| === Edit a timesheet ===
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| Use '''Edit Timesheet''' to correct or update an employee timesheet.
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| 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).
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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.
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| [[File:staff-portal-mobile-app-manager--timesheets-edit-entry-screen.png|400x600px]]
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| == Shift Swap ==
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| If manager approval is required for shift swaps, use '''Shift Swap''' from the manager view to review submitted requests.
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| Managers can review details of submitted shift swaps, approve or decline a request, and select replacement employees when approved.
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| Managers can also review shift swap status (approved or declined).
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| '''Important:''' After roster changes or shift replacements, use '''Republish''' so employees receive updated shifts.
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| == Suggested manager walkthrough ==
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| If you are new to the app, a good first walkthrough is:
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| # Review the '''Manager''' tab on Home.
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| # Open '''Team Status'''.
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| # Open '''Team Roster'''.
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| # Create or review a roster.
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| # Open '''Timesheets'''.
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| # Review '''Shift Swap''' and manager quick actions.
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