Staff
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
By Zoe and 1 other2 authors93 articles
- Edit Employee Name / Email
- Adding an External User
- Changing your National Insurance number
- Adding, Changing and Removing Employee Job Roles
- Employee Profile Notes
- Missing National Insurance Number
- TrustID
- Uploading Payslips to Employees
- Add New Employees
- Editing Staff Departments and Job Roles
- Deleting an External User.
- Re-employment on Opsyte
- Set Home Company for employees.
- Purchase TrustID Right to Work Verification Tokens
- Set Home Company for Staff Member
- How to update employee's Email before they add their details.
- Manage User Permissions & Department Restrictions.
- Adding a Probation Period for current and new employees.
- Auto generating Payroll ID.
- Enable Automatic Breaks on the rota approval page
- Create Employee Appraisal Document
- Borrow Staff from another site within the Group
- Move employee from site 1 to site 2 whilst changing pay type.
- TrustID Tracker
- Audit Logs- Permissions and Department Restrictions
- How To Set Holiday Request Lead time.
- Video Guide: Using TrustID for staff onboarding
- Holiday Accrual
- Approving and Managing Holiday
- Managing Holiday through the Mobile App
- Holiday Settings
- Approving and Managing Holiday.
- Booking, approving and rejecting Holiday.
- How to request holiday on Opsyte Portal.
- Set Fixed Holiday Hours by department.
- New Holiday Calculation
- Set Fixed Holiday Hours
- Add cap for Holiday Allowance/ Accrual for irregular hour employees.
- Irregular hour Holiday accrual whilst on Maternity or Paternity leave.
- Holiday accrual page breakdown
- Empty Rota
- Shift Swapping
- Create, Move, Copy and Delete Shifts
- Employee Working Patterns / Availability
- Creating and Using Rota Templates
- Approving Shifts on the Rota
- Sick Days
- 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.
- Publishing Shifts
- Creating and Using Rota Templates
- Change User Order on the Rota.
- Rota download options
- Create open shifts on Opsyte portal
- How to create Open shifts in the App
- How to Save Flex Figures in Forecast Portal
- Approve Pending Holiday on the rota
- Edit department labor budget warnings
- View shift history on the rota page in Opsyte
- Video Guide: Shift history
- Video Guide: Create and apply rota templates.
- Video Guide: Adding, moving and deleting shifts on the rota.