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Manager Portal Workflow

The Manager portal provides centralized management for the enterprise as well as all locations, employees, stations, and users. The workflow includes:

  • Setting up the enterprise section including information, configuration, roles, users, policies, and lists.

  • Setting up your organization's locations.

  • Setting up the stations where employees work and assigning these stations to locations.

  • Entering employees and deploying them for work at locations and stations.

  • Setting up templates to define shifts.

  • Managing schedules, time, and leave.

  • Maintaining communications including events, messages, notifications, and feedback.

  • Running reports and monitoring organizational performance.

Manager Portal Diagram

Refer to the following diagram of the Manager portal.

Manager Portal Sections

Refer to the Main Menu and Scope for more detailed information about how to use the Enterprise Scope and Locations Scope.