Manager's Guide 🚀

Everything needed to get started and be efficient with Agendrix

Sébastien Charland avatar Mark Borham avatar
95 articles in this collection
Written by Sébastien Charland and Mark Borham
Scheduling

How to Create a Shift

How to create the schedule
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Written by Mark Borham
Updated over a week ago

How to Copy a Shift

Duplicate a Shift
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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
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Written by Mark Borham
Updated over a week ago

Publish the Schedule

How to Send the Schedule to all employees
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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
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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
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Written by Mark Borham
Updated over a week ago

How to Set Recurring Shifts

How do I create a rotating schedule automatically
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Written by Mark Borham
Updated over a week ago

Agendrix Operator

How do I see my tasks in progress
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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
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Written by Mark Borham
Updated over a week ago

Create a Schedule Template in Agendrix

How to enter shifts without assigning them to employees
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Written by Mark Borham
Updated over a week ago

How to Manage Shift Conflicts

Alert center. How do I manage shifts outside availabilities
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Written by Mark Borham
Updated over a week ago

The Different Schedule Views

How to Access the Day View and the Month View
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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
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Written by Mark Borham
Updated over a week ago

Bulk Time Off Creation

Add a public holiday to all employees at once
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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
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Written by Mark Borham
Updated over a week ago

Using Selection Mode

How to use the selection mode in the scheduler for mass actions
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Written by Mark Borham
Updated over a week ago

Filtering the Scheduler

How to filter positions and employees in the scheduler
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Written by Mark Borham
Updated over a week ago

How to Change the Order of Empoyees

Order employees by seniority. Separate employees by department
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Written by Mark Borham
Updated over a week ago

Using The Budget Tool

Labor cost, hours budget, and Productivity Ratio
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Written by Mark Borham
Updated over a week ago

Scheduling Activity Log

Found out who changed the schedule
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Written by Mark Borham
Updated over a week ago
Managing Employee Profiles

Enter Manually an Employee's Availability

How to Add an Employee's Availability
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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
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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
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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
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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
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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.
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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
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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.
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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
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Written by Mark Borham
Updated over a week ago

Add an other Administrator

How to setup a new administrator in your organization
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Written by Mark Borham
Updated over a week ago

Remove the Administrator Role from a Collegue

Can we Revoke an Administrator his Role
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Written by Mark Borham
Updated over a week ago
Time and Attendance

How can Employees Clock their Hours

What are the clocking options?
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Written by Mark Borham
Updated over a week ago

Change the Time Clocked by an Employee

How do I adjust a time entry manually
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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
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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
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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
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Written by Mark Borham
Updated over a week ago

Suspicious photos (biometry)

What are suspicious photo alerts and how to manage them
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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
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Written by Mark Borham
Updated over a week ago

Install a Time Clock Terminal on iPad

How to install the Time Clock Kiosk on iPad for employees to clock in and out
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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
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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
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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
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Written by Mark Borham
Updated over a week ago

Auto-clocking shifts

Is it possible to auto clock a single shift?
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Written by Mark Borham
Updated over a week ago

Recommended Material for Fixed Terminals

Tablet Types and Recommended Equipment
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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
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Written by Mark Borham
Updated over a week ago

Print Employee Time Sheets

How to print timecards individually or in bulk
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Written by Mark Borham
Updated over a week ago

Public Holiday Pay

How do I calculate the hours owed for a Public Holiday Pay
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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
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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
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Written by Mark Borham
Updated over a week ago
Settings

General Settings

How to set up my organisation name, country and overtime settings
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Written by Mark Borham
Updated over a week ago

Settings Change Log

How to know who changed your organization's settings
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Written by Mark Borham
Updated over a week ago

Create a New Organization

How to create an additional organization
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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
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Written by Mark Borham
Updated over a week ago

Employee Scheduling Settings

Settings of the base plan explained in detail
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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
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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
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Written by Mark Borham
Updated over a week ago

Change the Pay Period Dates

How to modify when my pay period starts
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Written by Mark Borham
Updated over a week ago

Overtime Settings

How to change your overtime settings to reflect your local rules
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Written by Mark Borham
Updated over a week ago

Hide Hourly Rates to Managers

Manage the access to salaries (hourly rates) to the managers
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Written by Mark Borham
Updated over a week ago

Change the Opening and Closing Time

How to change the opening hours of your organisation
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Written by Mark Borham
Updated over a week ago

Scheduling Without End Times

How to hide the shift's end time
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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?
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Written by Mark Borham
Updated over a week ago

How to Manage Positions

How to add colors to positions and create sub-positions
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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
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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?
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Written by Mark Borham
Updated over a week ago