Opsyte

Rachel Franklin-Heys

Sabine Park

Terence Chatfield

Opsyte has a fully functioning HR, time and attendance, Contract and document and rota system. You can find out more about creating shifts, templating rotas to optimise your schedule management and lots more

Staff

How to add a new staff member to the Opsyte portal

Adding New Employees

Edit Employee Name / Email

Transferring Staff

Changing your National Insurance number

External User's are people who need access to your information, but aren't directly on the site's rota or payroll.

Adding an External User

How to add a new job role to an existing employee, or how to change their current job roles.

Adding, Changing and Removing Employee Job Roles

How to change personal details like emergency contacts, your address and banking information.

Changing Personal Details

How to add management notes to an employee's profile.

Employee Profile Notes

If you need to edit your job roles, or change which department they belong to, you can find out how here!

Editing Job Roles

How to process new starters without a National Insurance Number

Missing National Insurance Number

Employees

Everything you need to know about Opsyte's holiday accrual functionality.

Holiday Accrual

How to manage holiday requests and approve/reject employee holiday.

Approving and Managing Holiday

Requesting Holiday

Matt Taylor

Holiday

Our Shift Swapping feature allows employees to swap shifts with colleagues, both on the internet browser 💻 and the mobile app. 📱

Shift Swapping

If you have an "empty rota" here's how to start moving in the right direction.

Empty Rota

If you wish to change the order that employees appear in on your rota, or the order of your departments, then here's how!

Customise the Order of your Rota

How to use the basic functionality of the rota: creating, moving, copying and deleting shifts.

Create, Move, Copy and Delete Shifts

How to publish your rota, and send an email to staff altering them to their schedule.

Publishing Shifts

How to use Working Patterns and set non-working days for your employees.

Employee Working Patterns / Availability

If you have regular shifts that need inputting, our templating function will give you a quick and easy way to automatically input them!

Creating and Using Rota Templates

How to confirm the shifts on the rota and send them to Payroll for approval.

Approving Shifts on the Rota

Sick Days

How to export your rota to Excel, and print it!

Printing the Rota

If your rota'd hours exceed your sales forecast, you will see a red banner appear on your rota. Here's how you can manage it!

Rota Budget Warning

Financial Reporting on Rota

Rota

Clocking In/Out Time Rounding

Gather feedback from your team with our new Shift Feedback feature!

Shift Feedback

Set a clocking in location, so employees can only clock in using the app when they are at their workplace!

Setting Clock In Rules

What if someone needs to work but isn't on the planned rota?

Clocking in without Scheduled Hours

How to use the website, or mobile app, to clock in and out of work.

Clocking In and Out

How to find and use your absence and lateness report.

Absence and Lateness Report

Clocking in / Time and Attendance

The UK National Minimum Wage has gone up - read more to find out how you can use Opsyte to help stay compliant

National Minimum Wage 2021

How to set up Opsyte to use your Sage 50Cloud Payroll Export.

Sage Payroll Export

Here's how to set and change pay rates for employees!

Setting and Changing Employee Pay Rates

Learn about how to navigate Opsyte's payroll page and retrieve exports for Excel and Sage 50Cloud

Payroll and Payroll Exports

Tip Allocation

Setting up a Payroll Calendar

Payroll

How to set up and process your Tronc on Opsyte

Tronc

Signatures are used for Invoice Approvals and signing Contracts and Documents - here's how to set yours.

Setting your Signature

How to create contract templates, allocate them to employees, sign them and view data on who has/hasn't signed their contracts.

Contracts

If you wish to have a hard copy of your Contract stored on Opsyte, you can learn how to print it here.

Printing Contracts

How to upload a document to a specific employee (e.g. appraisals, right to work letters)

Documents for Individual Employees

Your employer may ask you to upload and sign various documents, here's your guide to navigating these processes.

For Employees: Viewing and Signing your Documents

When onboarding new starters you may need them to upload documents like passports and P45s, here's how you can set that up!

Setting up new Documents

Contracts and documents

Terminating a staff member's employment when they leave the business is simple - here's how.