How to Invite Employees to Ingage Scheduling

Whether your location is new to Ingage Scheduling or you’re onboarding a new hire, employees must be invited before they can access the Scheduling system.

An employee’s goal status is Joined, which means they have accepted the invitation and can log in to Scheduling.

Check an Employee’s Invitation Status

You can view the invitation status for all employees in one place.

1. Go to Configuration → Employees

2. Look at the Invitation Status column

Each employee will show one of the following statuses:

• Not Invited – The employee has not been sent an invitation

• Invited – The invitation has been sent but not yet accepted

• Joined – The employee has accepted the invitation and joined Scheduling

 

Send an Invitation (Individual Employee)

To invite an individual employee:

1. Go to Configuration → Employees

2. Double-click the employee’s name

3. Scroll to the bottom of the Details tab

4. Locate the Invitation Status section

 

Invitation Statuses Explained

• Not Invited – Send Invite (Red)

  • The employee has not been invited yet

  • Click this button to send the invitation by email

  • The status will update to Invited
    
    
    

• Invited – Resend (Orange)

  • The invitation has been sent but not yet accepted

  • This status remains until the employee opens the email and clicks the link to join

  • If the employee did not receive the email, you can click Resend to send the invitation again

    • Before resending, it’s a good idea to confirm:

      • The employee has a valid email address entered in Backoffice

      • The email was not filtered into their spam or junk folder
        

        

        
        
        

• Joined (Green, disabled)

  • The employee has accepted the invitation and joined Scheduling

  • This status cannot be changed or resent
    
    

What Happens After an Employee Joins

Once an employee clicks the link in their email:

• Their status updates to Joined

• They can log in to Scheduling

• They can view their schedule and receive notifications based on their settings

 

Coming Soon

A future update will allow managers to send invitations to all employees at once, making it easier to onboard new locations without inviting employees individually.