How to Invite Employees to Ingage Scheduling

Whether youyour location is new to Ingage schedulingScheduling or youyou’re haveonboarding a new employee starting, you will need to invitehire, employees tomust 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.

To

see

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:

• To got

  Not ConfigurationInvited -->– EmployeeThe employee has not been sent an invitation

• Invited – The secondinvitation columnhas willbeen letsent youbut knownot eachyet employeesaccepted

  status

• Joined – The goalemployee ishas to have all employees "Joined"accepted the systeminvitation and joined Scheduling

 

Send an Invitation (Individual Employee)

To sendinvite and invitation (Foran individual employees)employee:

1. Double Click

   Go onto Configuration → Employees

2. Double-click the Employeesemployee’s name

3. Scroll all the way to the bottom of the Details tab

   to
find

4. Locate the "Invitation status"Status section

 

Invitation Statuses Explained

• If an

  Not Invited – Send Invite (Red)

  • The employee has not yet been invited youyet

    will see a red box that says "Not invited - Send Invite" 
    • By clicking

      Click this boxbutton it willto send the employeeinvitation the invite viaby email

      and
    change
    • the

      The status will update to invitedInvited
      

      
      
      

      
      
  • Once the

    Invited employee– Resend (Orange)

    • The invitation has been invitedsent therebut willnot beyet anaccepted

      orange box that says "Invited - Resend"
      • It will stay this

        This status remains until the employee has openedopens the email and clicked onclicks the link to join

        Scheduling.

      • If the employee doesn'tdid join,not orreceive youthe need to send them this link again,email, you can click that buttonResend to give themsend the invitation again.again

        
        

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

          
          
      • Once the

        The employee has openeda thevalid email andaddress clickedentered Joinin theBackoffice

        status will change to "Joined"

        • The statusemail buttonwas willnot thenfiltered stayinto greentheir andspam beor greyedjunk out because it can't be sent again. 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

    WeA future update will eventuallyallow have the abilitymanagers to send the inviteinvitations to all employees at oneonce, timemaking it easier to help withonboard new locations goingwithout liveinviting withemployees Scheduling for the firs time. So that you don't need to click into each individual employeeindividually.