SyftForce User Manual. ios MANUAL VERSION 2.0

Transcription

1 SyftForce User Manual ios MANUAL VERSION 2.0

2 Table of Contents SECTION 1. Where can I Download the App? 2. Setting up your Account as an Admin Manager 3. Setting up your Account as a Staffing Manager 4. Creating a Job 5. Making an Offer 6. The QR Scanner: Check Staff In / Out 7. Messaging Workers 8. Alerts 9. Rate Your Staff 10. Timesheet-related Actions 11. Managing Your Staff ( My Staff ) 12. Creating a New Venue on the Profile page 14. Additional Resources PAGE

3 1. Where can I Download the App? 2. Setting up your Account as an Admin Manager 2a You will be provided with an invitation to set up your account: click the link and create a password* for your account. Following this, you will be able to log into your account on desktop and mobile devices. *Passwords must be at least 8 characters long and have at least 1 upper case and 1 lower case letter. 2b After set-up, please enter Settings and Company Details to input/confirm the correct Company Details including Address, Company Number and VAT Number. 3. Setting up your Account as a Staffing Manager 3a You will be provided with an invitation to set up your account: click the link and create a password* for your account. Following this, you will be able to log into your account on desktop and mobile devices. *Passwords must be at least 8 characters long and have at least 1 upper case and 1 lower case letter. 3

4 4. Creating a Job 4a Click Create Job, then choose a pre-existing template or create a new job. Then you will need to select or create a venue, following that, choose your dates and then provide details of the event as planned. Once those details have been provided you can then add a role. 4

5 4. Creating a Job [cont.] 4b Select whether you are looking for Front of House or Back of House staff. If the job titles suggested don t match your requirements you can amend the title by typing your preferred choice. 5

6 4. Creating a Job [cont.] 4c After selecting the desired role, add the number of workers, a description of the role, the uniform and then the shift times of the job dates. Be as specific as possible when you write the role description; include details such as venue set up and breakdown, dinner services, etc. You can also upload an image of the uniform if it is not one of the standard options. Please be as detailed as you can with uniform requirements. Should you require workers to wear a custom uniform, please describe it clearly and upload a photo of the garments. When including required skills for the role, be sure to only include those needed as the more skills selected, the smaller the number of potential workers available to you. Examples would be; Job Description - Venue setup and breakdown, heavy lifting, counter service, cleaning etc. Uniform/Grooming Standards - Clean shaven, no nail polish, tattoos or ear piercings etc. 6

7 4. Creating a Job [cont.] 4d Following this, you can save the job as an event and/or template for future use and then you re ready to make an offer! 7

8 5. Making an Offer 5a There are two options when making a job offer; Offer to your Network or Browse and Offer to Individuals If you select Offer to your Network, the job will be offered to workers in your team. You can add/remove staff in the HR Management section of the web version of SyftForce. Syft will pull up all matched skilled workers that are available for your shifts. You can check their profiles and ratings and simply select the workers you like and choose Offer. 8

9 6. The QR Scanner: Check Staff In / Out 6a Tap the Scanner button in the footer menu. Next, tap OK to allow Syft to access the camera. 6b With permission granted, you can now use the QR Scanner to check staff in and out of their shifts as well as record break times by scanning the QR code on the worker s app. 6c By using the QR Scanner, you will save time to accept staff onto the shift as well as save time by automatically generating a digital timesheet post-shift. 9

10 7. Messaging Workers 7a Within the SyftForce app, we provide a messaging functionality in order for employers and workers to be able to directly contact each other with shift updates, uniform changes etc. When attempting to contact workers booked on your shifts, first, open the shift in question, choose the workers you wish to contact and tap Message you may then proceed to type and send your message. 7b Having sent a message, you can track your communications in the Messages tab. Here, messages will be sorted by worker and can be searched through in order to find specific workers and messages. Should you need to update the details of a shift, be it start/ end times, uniform or something else - once the details have been updated, we recommend that you message all affected staff to inform them regarding what changes have taken place to the shift(s) that they are booked for. 10

11 8. Alerts 8a The Alerts functionality is a vital area where an Employer can keep track of all staff who have applied/accepted/refused or booked a shift. To view your notifications, simply tap the Alerts tab to bring up all available alerts. Tapping on them will take you to the relevant job/workers associated with the selected alert message. 11

12 9. Rate Your Staff 9a Staying informed of a worker s performance is essential in order to ensure the highest quality of staff on the platform. To make sure that this happens, we allow employers to rate workers individually post-shift on their performance and skills displayed. After the shift has ended, you re given the ability to rate workers who attended the shift. Firstly, tap Rate Workers and then select the worker of your choice. You also have the ability to search for a specific worker if they displayed certain outstanding qualities during the shift that you would like to acknowledge. 12

13 9. Rate Your Staff [cont.] 9b Once you tap a specific worker, a rating screen will appear - select the skills they performed and then rate from 1 to 5 stars. Be sure to add any new skills that they displayed during the course of the respective shift. You also have the ability to leave them a comment - some constructive feedback would be perfect in order to help your workers develop their range of skills and work experience whilst on the SyftForce platform. 13

14 10. Timesheet-related Actions 10a In the My Jobs section, upon completion of a job, you will see jobs that require pending Timesheet approval. 10b After tapping these entries, you will be taken to the specific Job, where you can tap Timesheet and have the ability to see the cost per worker, to edit the times worked (if you did not use the QR function) and also the ability to Approve All timesheets for the job. 14

15 10. Timesheet-related Actions [cont.] 10c In this section, you will be able to Export the Timesheet as a.csv file to the address of your choice. 15

16 11. Managing Your Staff ( My Staff ) 11a The My Staff section of your profile is a crucial part of the app that helps you to keep track of workers you have registered on the platform. Once added to My Staff, you will be able to offer out jobs exclusively to these workers - ensuring you get the same high quality of work you had received in previous shifs. The My Staff section also has search functionality to seek out specific workers, check ratings and more. With regard to the addition and removal of staff from your My Staff, this takes place on the Web portal. Please log-in to the Web version of SyftForce to manage your staff lists. 16

17 12. Creating a New Venue on the Profile page 12a In the Profile section, tap the Add Venue button to bring up the New Venue field enter the required information and access instructions here. If you are happy with this information, please select Save. 12b As shown above, if the Venue requires an additional area adding, please tap Add Area to bring up the New Area field enter the required information here. 12c Once all information has been entered and checked, please tap Save and you will then have a new venue to select when creating new jobs in future. 17

18 13. Additional Resources 13a For a first point of contact, you can reach out to your Admin Team, who should be able to assist with any issues that arise; Telephone: We also have a related SyftForce page, specifically for employers, which can be found here ( Further support can be found from the Syft Customer Success Team, who can be contacted as follows; Telephone: customersuccess@syftapp.com Our support hours are: Monday - Friday: Saturday: Sunday: