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Manager's Guide 🚀
Manager's Guide 🚀
Everything needed to get started and be efficient with Agendrix
111 articles in this collection
Written by
Sébastien Charland,
Mark Borham,
and
Justine Allard
Getting started
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
General information
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
Scheduling
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
Managing the Employee List
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
Managing Employee Profiles
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
Communications
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
Sharing the Schedule
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
Managing Requests
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
Time and Attendance
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
Reporting
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
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
Resources
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
Integrations
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