Opsyte

HMRC Starter Form

This article will help you and your managers get started on Opsyte.

Getting your business set up on Opsyte

Below are simple steps on how to manage and respond to chats within the App.

How to manage & reply to chats within the App

Zoe Fuller

Matt Taylor

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

Edit Employee Name / Email

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

As part of our latest update, we have now given staff the ability to change their own NI numbers within Opsyte.

Changing your National Insurance number

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 add management notes to an employee's profile.

Employee Profile Notes

How to process new starters without a National Insurance Number

Missing National Insurance Number

TrustID

Uploading Payslips to Employees

Guidelines on adding new staff members to the Opsyte portal.

Add New Employees

Guidelines to editing departments and job roles.

Editing Staff Departments and Job Roles

How to remove an External user from Opsyte.

Deleting an External User.

Simple steps to re-employing a member of Staff.

Re-employment on Opsyte

How to set employee's home site and find it on the payroll download.

Set Home Company for employees.

Follow the guidelines to purchase TrustId tokens.

Purchase TrustID Right to Work Verification Tokens

This guide provides a straightforward process for designating a staff member's home company.

Set Home Company for Staff Member

You can only make these changes if an employee has yet to accept the link and input their details.

How to update employee's Email before they add their details.

This guide offers a step-by-step approach to managing user permissions and department restrictions.

Manage User Permissions & Department Restrictions.

This guide provides a step-by-step guide on how to manage probation periods for employees within the Opsyte portal.

Adding a Probation Period for current and new employees.

This guide provides a straightforward process for setting up auto-generated Payroll IDs.

Auto generating Payroll ID.

This guide simplifies the process of enabling automatic breaks for employees.

Enable Automatic Breaks on the rota approval page

This guide provides a straightforward process for creating an employee appraisal document

Create Employee Appraisal Document

This guide provides a step-by-step process for efficiently borrowing staff  making it essential for managers and HR personnel looking to streamline staffing operations.

Borrow Staff from another site within the Group

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

Managing Holiday through the Mobile App

Holiday Settings

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

Approving and Managing Holiday.

Viewing this guide will enhance your ability to handle holiday requests with confidence and clarity.

Booking, approving and rejecting Holiday.

This guide provides a step-by-step process for efficiently requesting a holiday through the Opsyte Portal.

How to request holiday on Opsyte Portal.

This guide provides a straightforward process for setting fixed holiday hours in the Opsyte Portal.

Set Fixed Holiday Hours by department.

New Holiday Calculation

How to set fixed holiday hours by department.

Set Fixed Holiday Hours

This guide provides a step-by-step process for editing holiday allowances for employees with irregular hours.

Add cap for Holiday Allowance/ Accrual for irregular hour employees.

Holiday

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

Empty Rota

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

Shift Swapping

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

Create, Move, Copy and Delete 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

Here's how rota warnings work and how you can manage them!

Rota Warnings

Financial Reporting on Rota

Types of Leave on Rota

Create Areas, to organise your departments on your Rota.

Customise the Order of your Rota by department.

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

Publishing Shifts

A step-by-step guide on how to customise the order of your employees on the Rota.

Change User Order on the Rota.

This quick guide will show you how to download the rota with different options.

Rota download options

This guide provides a step-by-step process for creating and managing open shifts in the portal, ensuring efficient staffing and shift allocation.

Create open shifts on Opsyte portal

Step-by-step guide to create open shifts in the Opsyte App.

How to create Open shifts in the App

This guide shows how to use the Flex Forecast feature in the Forecast Portal to adjust your budget when sales exceed forecasts.

How to Save Flex Figures in Forecast Portal

This guide provides a straightforward process for approving pending holidays on the rota, ensuring efficient management of employee time off.

Approve Pending Holiday on the rota

See labor cost and  % by department directly on the rota.

Edit department labor budget warnings

Rota

Clocking In/Out Time Rounding

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

Shift Feedback

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

Setting Clock In Rules for App

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

This article provides step-by-step instructions for setting up a tablet to allow employees to clock in and out.

Set up tablet clock-in and clock-out.

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

Setting up a Payroll Calendar

Upcoming Upgrade to our Payroll Export Function

Adding Adjustments in Payroll

Payroll

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

Setting your Signature

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

Create Employee Documents.

Learn how to print out contracts stored on Opsyte

Printing Contracts

This guide provides a step-by-step process for creating employment contracts .

Creating contracts templates.

This guide provides a straightforward process for assigning and managing contracts within the Opsyte.

Assign and manage contracts.

Contracts and documents

End Employment on Opsyte Platform

Ending Employment

Find answers and get help from Intercom Support and Community Experts

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