Manager's Guide 🚀

Everything needed to get started and be efficient with Agendrix

Mark Borham avatar Sébastien Charland avatar
81 articles in this collection
Written by Mark Borham and Sébastien Charland
Set up the account

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

Employee Scheduling Settings

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

How to Change the First Day of the Week of the Schedule (Admin)

What to do if my schedule starts on Sunday, Monday or Thursday
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Written by Sébastien Charland
Updated over a week ago

Organizations, Locations, Positions.. What to Use?

Differences Between Organisations, Locations and Positions. When to use each of them.
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Written by Mark Borham
Updated over a week ago

Create an Extra Organization

How to create a second 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

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

How to Manage Positions

How to add colors to positions and create sub-positions
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Written by Sébastien Charland
Updated over a week ago

Assigning a Position 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 Sébastien Charland
Updated over a week ago

Manager notifications

How do I change my notifications preferences as a manager
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Written by Sébastien Charland
Updated over a week ago

Set Individual Time and Attendance Settings for Specific Employee or Department

How to customize the clocking rules for a specific employee or department.
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Written by Sébastien Charland
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

Overtime Settings

How to set your overtime settings
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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

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.
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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
Scheduling

How to Create a Shift

How to create the schedule
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Written by Sébastien Charland
Updated over a week ago

How to create a split shift

What to do if an employee does work on two positions and has to be scheduled twice in the same day. How to create a second shift.
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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 Sébastien Charland
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

Bulk Time Off Creation

Add a public holiday to all employees at once
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Written by Sébastien Charland
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 Sébastien Charland
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

How to Change the Order of Empoyees

Order employees by seniority. Separate employees by department.
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Written by Sébastien Charland
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 Sébastien Charland
Updated over a week ago

Filtering the Scheduler

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

How to Know when Employees See their Schedule

How do I know if an employee viewed his schedule or the last change? Know if employees have seen their shifts.
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Written by Sébastien Charland
Updated over a week ago

Daily, Weekly and Monthly Views

How do I see how many employees are working at each hour. How to have a monthly overlook of the schedule.
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Written by Sébastien Charland
Updated over a week ago

Vacation Management

How to have an overview of all vacation requests before approving
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Written by Sébastien Charland
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 Sébastien Charland
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

Using the Labor Cost Tool : Budget

How do I see the wages of my employees planned this week. How can I manage a budget of hours.
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Written by Sébastien Charland
Updated over a week ago

How to See Only the Scheduled Employees

Hide the employees that are not currently scheduled
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Written by Mark Borham
Updated over a week ago

Scheduling Without End Times

How do I create a shift without having an end time. How to hide the shift's end time.
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Written by Sébastien Charland
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
Time and attendance

How to Create a Fixed Terminal

How do I create a fixed terminal so that employees can clock in and clock out
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Written by Mark Borham
Updated over a week ago

Create a Fixed Terminal on iPad

How to install Agendrix on iPad for employees to clock in and out
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Written by Sébastien Charland
Updated over a week ago

Create a Fixed Terminal on a Tablet

Create a fixed terminal for clock in and out on a tablet
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Written by Sébastien Charland
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 Sébastien Charland
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 Sébastien Charland
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 Sébastien Charland
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 Sébastien Charland
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 Sébastien Charland
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

Public Holiday Pay

How do I calculate the hours owed for a Public Holiday Pay
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Written by Sébastien Charland
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

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

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 Sébastien Charland
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