Manager's Guide 🚀

7 Things to Know for a Manager in Agendrix

Tips and tricks for getting started as a Manager

Written by Mark Borham
Updated over a week ago

Book a Demo

How and where do I book a free demo?

Written by Mark Borham
Updated over a week ago

Agendrix Navigation Menu

How to find everything you need in Agendrix. Where to go?

Written by Mark Borham
Updated over a week ago

Organizations, Locations, Positions.. What to Use?

Differences Between Organisations, Locations and Positions. When to use each of them.

Written by Mark Borham
Updated over a week ago

How to Change my Photo and my Personal Information

My Profiles' personal information

Written by Mark Borham
Updated over a week ago

Notification System

How notifications are routed depending on the different roles in your organization

Written by Sébastien Charland
Updated over a week ago

How to Manage Incoming Employee Notifications

Manage Employee Alerts

Written by Mark Borham
Updated over a week ago

Activate SMS Notifications

How to activate text notifications on my phone

Written by Mark Borham
Updated over a week ago

Automatic Break Rules

How to have breaks added automatically on shifts

Written by Sébastien Charland
Updated over a week ago

Using Shift Templates

How to create a shift from a template

Written by Mark Borham
Updated over a week ago

Create a Shift Template

How to save a shift template with predefined criteria

Written by Sébastien Charland
Updated over a week ago

How to Create a Shift

How to create the schedule

Written by Mark Borham
Updated over a week ago

How to Copy a Shift

Duplicate a Shift

Written by Mark Borham
Updated over a week ago

How to Create Two Shifts in the Same Day

How to create a Split Shift or Give an Employee Two Different Roles in the same Day

Written by Mark Borham
Updated over a week ago

Publish the Schedule

How to Send the Schedule to all employees

Written by Mark Borham
Updated over a week ago

Did my Employee See his Schedule?

How can I Make Sure that my Employee has Seen his Schedule

Written by Mark Borham
Updated over a week ago

What is the meaning of the colors under the employees name?

How to Avoid Overtime Hours. How to see the total of hours scheduled for an employee per week

Written by Mark Borham
Updated over a week ago

How to Set Recurring Shifts

How do I create a rotating schedule automatically

Written by Mark Borham
Updated over a week ago

Agendrix Operator

How do I see my tasks in progress

Written by Mark Borham
Updated over a week ago

How to Create Open Shifts

How do I send an open shift to everyone to know if someone is available

Written by Mark Borham
Updated over a week ago

Create a Schedule Template in Agendrix

How to enter shifts without assigning them to employees

Written by Mark Borham
Updated over a week ago

How to Manage Shift Conflicts

How do I manage shifts outside availabilities and other scheduling conflicts

Written by Mark Borham
Updated over a week ago

The Different Schedule Views

How to Access the Day View and the Month View

Written by Mark Borham
Updated over a week ago

Create a Time Off for an Employee

How to create a time off request on behalf on an employee

Written by Mark Borham
Updated over a week ago

Bulk Time Off Creation

Add a public holiday to all employees at once

Written by Mark Borham
Updated over a week ago

How to Copy the Schedule

How do I copy a full week or a full day in the scheduler

Written by Mark Borham
Updated over a week ago

Using Selection Mode

How to use the selection mode in the scheduler for mass actions

Written by Mark Borham
Updated over a week ago

Filtering the Scheduler

How to filter positions and employees in the scheduler

Written by Mark Borham
Updated over a week ago

How to Change the Order of Empoyees

Order employees by seniority. Separate employees by department

Written by Mark Borham
Updated over a week ago

Using The Budget Tool

Labor cost, hours budget, and Productivity Ratio

Written by Mark Borham
Updated over a week ago

Scheduling Activity Log

Found out who changed the schedule

Written by Mark Borham
Updated over a week ago

Add an employee

How to create an employee. How to manage employee profiles

Written by Mark Borham
Updated over a week ago

How to Import an Employee List

How to import your employee list using a spreadsheet (Excel)

Written by Sébastien Charland
Updated over a week ago

Employee List

How to consult and export the list of employees, modify their profile and use the bulk actions.

Written by Mark Borham
Updated over a week ago

Employee List: Mass Actions

How to modify multiple employees simultaneously

Written by Mark Borham
Updated over a week ago

Archiving Employees

How to archive employees to manage costs and access to Agendrix. How to delete an employee

Written by Mark Borham
Updated over a week ago

Reactivating Employees

How to reactivate returning employees to give them Agendrix access. How to retrieve an employee

Written by Mark Borham
Updated over a week ago

How to Invite an Employee

How do employees join my organization

Written by Mark Borham
Updated over a week ago

Employee profile logs

How to see who modified an employee's profile

Written by Mark Borham
Updated over a week ago

Hide Managers from the Schedule and Time Sheets

How do I hide myself from the schedule. How to remove owners and administrators from the schedule

Written by Mark Borham
Updated over a week ago

List of employees

How can I export the list of employees

Written by Justine Allard
Updated over a week ago

Primary Position

What does the Primary Position do and How can I Manage it?

Written by Mark Borham
Updated over a week ago

Enter Manually an Employee's Availability

How to Add an Employee's Availability

Written by Mark Borham
Updated over a week ago

Assigning Positions to an Employee

How to add or remove positions to an employee. How to change the department of an employee

Written by Mark Borham
Updated over a week ago

Recuperate my Employee's Password

What to do if my employee forgot his password or needs a new invitation code

Written by Mark Borham
Updated over a week ago

Add or Remove Locations to an Employee

Share employees between locations. Add and Manage employee locations

Written by Mark Borham
Updated over a week ago

Let my Employees See the Full Schedule of their Coworkers

How to let an employee see everyone

Written by Mark Borham
Updated over a week ago

Manage Employee Hourly Rates

Add or modify hourly rates for employees. Manage different hourly rates and who can see them.

Written by Mark Borham
Updated over a week ago

How to Change the PIN of an Employee

How do I change the PIN codes my employees use to clock

Written by Mark Borham
Updated over a week ago

Set Individual Time and Attendance Settings for a Specific Employee

How to customize the clocking rules for a specific employee or department.

Written by Mark Borham
Updated over a week ago

Notes on Employee File

How to add notes to an employee file that is confidential and that the employee cannot consult

Written by Mark Borham
Updated over a week ago

Add an other Administrator

How to setup a new administrator in your organization

Written by Mark Borham
Updated over a week ago

Remove the Administrator Role from a Collegue

Can we Revoke an Administrator his Role

Written by Mark Borham
Updated over a week ago

How to Send a Message in Agendrix

How do I send a message to an employee privately using Agendrix Messenger

Written by Mark Borham
Updated over a week ago

How to Know when Employees See your messages

Written by Mark Borham
Updated over a week ago

Send a message through the News Feed

How to send a message to all employees with the newsfeed. How to add an attachment to a message

Written by Mark Borham
Updated over a week ago

Manage Message Categories

How to create/modify your news feed message categories

Written by Mark Borham
Updated over a week ago

How to Print the Schedule

How do I print the schedule of a specific department. What are the print options that I can select

Written by Mark Borham
Updated over a week ago

Share The Full Schedule in View Only

How can I create a public view of the schedule

Written by Mark Borham
Updated over a week ago

How to Print the Schedule of an Employee

How do I print the individual schedule of an employee

Written by Mark Borham
Updated over a week ago

Manage Time Off Requests on the Mobile Application

How to manage a time-off request from the mobile app

Written by Sébastien Charland
Updated over a week ago

Manage Shift Transfer Requests on the Mobile Application

How to manage shift trades on the app

Written by Sébastien Charland
Updated over a week ago

Manage Availability Requests on the Mobile App

How to manage the availability changes suggested by your employees

Written by Sébastien Charland
Updated over a week ago

Managing Time Off Requests

How to manage time offs. Vacation management

Written by Mark Borham
Updated over a week ago

Assign Open Shifts to a Volunteer on the Mobile App

How to manage open shift requests on the mobile app

Written by Sébastien Charland
Updated over a week ago

Managing Shift Transfer Requests (Offer or Swap)

How to manage employees' shift swap or shift transfer requests

Written by Mark Borham
Updated over a week ago

Manage Availability Requests

How to approve availability requests

Written by Mark Borham
Updated over a week ago

COVID-19 Questionnaire

Clock-in questionnaire

Written by Sébastien Charland
Updated over a week ago

How can Employees Clock their Hours

What are the clocking options?

Written by Mark Borham
Updated over a week ago

Change the Time Clocked by an Employee

How do I adjust a time entry manually

Written by Mark Borham
Updated over a week ago

How to Create or Modify a Time Off In an Employee’s Timesheet

Adding a time off directly in the timesheet of an employee

Written by Mark Borham
Updated over a week ago

How to Create a Fixed Terminal

How do I create a time clock terminal so that employees can clock in and clock out

Written by Mark Borham
Updated over a week ago

How to Best Use the Punch Clock Kiosk app

Best practices using the Time Clock Kiosk app

Written by Mark Borham
Updated over a week ago

Suspicious photos (biometry)

What are suspicious photo alerts and how to manage them

Written by Mark Borham
Updated over a week ago

How to Print Employees' PIN codes

How do I find the code employees need to clock in and out

Written by Mark Borham
Updated over a week ago

Install a Time Clock Kiosk on iPad

How to install the Time Clock Kiosk on iPad for employees to clock in and out

Written by Mark Borham
Updated over a week ago

Create a Fixed Terminal on a Computer

How do I create a fixed terminal on a computer or android tablet

Written by Mark Borham
Updated over a week ago

Create a Fixed Terminal on Android

How to create a fixed terminal on my Android device

Written by Mark Borham
Updated over a week ago

How to Setup Kiosk Mode on iPad

Lock your iPad so employees cannot leave the terminal

Written by Mark Borham
Updated over a week ago

Auto-clocking shifts

Is it possible to auto clock a single shift?

Written by Mark Borham
Updated over a week ago

Recommended Material for Fixed Terminals

Tablet Types and Recommended Equipment

Written by Mark Borham
Updated over a week ago

Using the Clock Log

What to do when employee tells you he can't clock in

Written by Mark Borham
Updated over a week ago

Print Employee Time Sheets

How to print timecards individually or in bulk

Written by Mark Borham
Updated over a week ago

Public Holiday Pay

How do I calculate the hours owed for a Public Holiday Pay

Written by Mark Borham
Updated over a week ago

How to close or finalise a pay period

How to protect a pay period from modification

Written by Mark Borham
Updated over a week ago

Modify a Closed or Finalized pay period

How to change a passed and finalized pay period

Written by Mark Borham
Updated over a week ago

What Reports Can I Export? (Base Plan)

What information can I export from Agendrix?

Written by Mark Borham
Updated over a week ago

What Reports Can I Export? (Pro Plan)

What information can I export from Agendrix?

Written by Mark Borham
Updated over a week ago

Automated reports

How to automate reports. How to send reports automatically.

Written by Sébastien Charland
Updated over a week ago

Settings Change Log

How to know who changed your organization's settings

Written by Mark Borham
Updated over a week ago

Create a New Organization

How to create an additional organization

Written by Mark Borham
Updated over a week ago

How to Create a New Location

How to create, manage or delete multiple locations in Agendrix

Written by Mark Borham
Updated over a week ago

Set up Clocking In From Mobile Devices

How do I allow employees to clock using the mobile application. Geofenced clocking

Written by Mark Borham
Updated over a week ago

Employee Scheduling Settings

Settings of the base plan explained in detail

Written by Mark Borham
Updated over a week ago

Set up Clocking from a Computer

Allow employees to clock from their workstation. Restrict web clocking based on IP address

Written by Mark Borham
Updated over a week ago

Change the Pay Period Dates

How to modify when my pay period starts

Written by Mark Borham
Updated over a week ago

Overtime Settings

How to change your overtime settings to reflect your local rules

Written by Mark Borham
Updated over a week ago

Hide Hourly Rates to Managers

Manage the access to salaries (hourly rates) to the managers

Written by Mark Borham
Updated over a week ago

Change the Opening and Closing Time

How to change the opening hours of your organisation

Written by Mark Borham
Updated over a week ago

Scheduling Without End Times

How to hide the shift's end time

Written by Mark Borham
Updated over a week ago

Schedule and Time Sheet Coordination

What is synched between the schedule and the time sheets? Why don't my shifts appear in the time sheets?

Written by Mark Borham
Updated over a week ago

How to Manage Positions

How to add colors to positions and create sub-positions

Written by Mark Borham
Updated over a week ago

Roles in Agendrix

What is the difference between a supervisor, manager and administrator. What does each role represent

Written by Mark Borham
Updated over a week ago

How to Manage Multiple Locations or Separated Departments

How do you manage multiple sites or locations? How do I separate departments?

Written by Mark Borham
Updated over a week ago

Hours in the wrong day

What should I do when my overnight shifts are not in the good day?

Written by Mark Borham
Updated over a week ago

Introduction to Resources

What a resources and what's their use-case?

Written by Mark Borham
Updated over a week ago

Create and Manage Resources

Getting started with resources. Create, modify and archive resources

Written by Mark Borham
Updated over a week ago

Lightspeed

What is included in the integration and how to activate it

Written by Sébastien Charland
Updated over a week ago

How to Activate the BeLocum Integration

How to manage the BeLocum Integration

Written by Mark Borham
Updated over a week ago

How to Send a Relief Request in BeLocum

How to use the BeLocum Integration

Written by Sébastien Charland
Updated over a week ago

BeLocum

How Agendrix can integrate with BeLocum

Written by Sébastien Charland
Updated over a week ago