Building The Back-End: Part One
Use the step-by-step tutorial below and on the following pages to build your group.
We have also recorded a video of the setup you may watch below.
We have also recorded a video of the setup you may watch below.
When signing up to the service, you'll have guided us as to the number of groups your organization needs and how many staff/employees you intend on creating within each group.
To start, click on “Group Management” in the left menu.
The table will display the following items across the top from left to right:
- Group Code
- Group Name
- Logo
- Maximum Business Units
- Maximum Employees (per business unit)
- Business Units
- Action
Here is a brief description of what each item means:
1. Group Code: This will list the name of your organization you provided us when your account was created.
2. Group Name: This will consist of the name of the group within your organization using the service. Your organization provided this to us when we created your account. This may be edited at any time should you decide on a group name change.
3. Logo: Here is where you can edit your company logo to reflect your brand within the service. Users will see this brand when using the app versus ours. *Note the app will still be titled StaffingCall on download and on device screens however changes to reflect this new logo once users are inside.
4. Maximum Business Units: This is the total amount of units you are able to create within your group.
5. Business Units: The text: “click to view” brings you to the next subheading in the left menu titled “business units” and will display your current operating business units that have been created. If none have been created, the page will be blank until they have been created.
6. Action: The edit button here will enable you to change your group name as well as edit your logo which will display in-app as per above. Be sure to click update for effects to take place.
Now go ahead and click on the “Business Units” subheading listed under the “Group Management” heading in the left hand menu:
Once this screen loads, click on the blue button that says “Create New Business Unit”
Then Follow These Steps:
1. Enter your “business unit name” in the corresponding field.
2. Enter a “store number” in the following field. This could be any detail that aids in defining that specific business unit.
3. Enter any specific “business unit information” that will contain any additional pertinent information specific to that unit. This information will be visible to the Group Manager and Super Admin levels as informative material.
4. Select the “Offer Algorithm” that your organization intends to use. In the initial setup and operation, we suggest using the “Simple” algorithm from the drop-down menu. This option will list all responses to shift offers and enable any response to be selected at will by the shift-offer creator. With the complex algorithm variable, shift offers can only be offered to employee responses whereby they are the best economic option available as well as next-in-turn to receive a shift offer. The algorithm choice may be changed at any time.
5. To complete the business unit creation task, be sure to click on the blue “Submit” button.
Congratulations! Your first business unit has been created. You may now proceed to create the next one, or go ahead and carry on with this group creation.
-End of Module-
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