Set up in Sail Backoffice

This document will walk you thru what needs to be Set up in Sail Backoffice BEFORE you execute the sync of the integration

 

Update Employee Information

• Each employee needs a Backoffice Login setup
  
  • With a valid email address (that they can receive scheduling notification on)
  • and a password
  • They will use this to log into the Scheduling website and the App
• aA Phone number is encouraged (but not required)
  • This is so the employee can receive text message notifications. 
    • If they do not enter thea phone number herecan only be entered thru Backoffice, so if the want the employee willto have the option to receive text messages then this is the easiest time to enter it. 

   

  What needs

   

  Skill Levels

  This step is optional. Right now the Scheduling system just has it as a place holder, but in the future it will be used for Shift swapping and Shift give aways. 

  It will prevent the staff from swapping of giving away a shift to besomeone setwho upis beforenot beginning

  • • What needsqualified to betake updatetheir onshift. an
      employee

       

      • In

        

        Sail

        For (Doeach thisemployee, before the integration, so all information will sync up)

        • Each employee is goingGo to needtheir anJob emailRoles
          address set up in Sail
        • Cell phone numbers
      • Skills - In Sail (Do this before the integration, so all information will sync up)
        • Create/edit the current skill levels
        • And

          and assign a skillSkill level to each employeesone Jobof role

        their
        job
  roles.