Set up in Sail Backoffice

This document explains the items that must be configured in Sail Backoffice before executing the integration sync with Ingage Scheduling. Completing these steps first helps ensure a smooth and successful sync.

Update Employee Information

Each employee must have the following set up before syncing:

Every employee must have a Backoffice Login created.
A valid email address is required.
- This email is used for:
  - Scheduling notifications
  - Logging into the Scheduling website and mobile app
A password must be set for the employee.

Phone Number (Recommended)

A phone number is encouraged but not required.
Phone numbers allow employees to receive text message notifications.
Phone numbers can only be entered in Sail Backoffice.
- If the customer wants employees to have the option to receive text messages, this is the best time to add the phone number.

Clean up Job Roles

In the Scheduling system, employees appear under each job role they are assigned.

If an employee has multiple job roles, they will appear multiple times on the schedule—once for each role.
- For example, an employee with four job roles will appear in four separate job role sections on the schedule.

This is a good opportunity to review and clean up job roles before syncing.

If an employee no longer works a specific job role, remove it from their profile.
This helps keep the schedule clean and prevents employees from appearing in job role sections they no longer work.

Skill Levels

Skill Levels are optional at this time, but should be configured whenever possible.

Currently, Skill Levels act as a placeholder in the Scheduling system.
In future releases, they will be used to support:
- Shift swapping
- Shift give-aways
Skill Levels will prevent employees from swapping or giving away shifts to someone who is not qualified to work that role.

How to Set Skill Levels

For each employee:

Navigate to the employee’s Job Roles
Assign a Skill Level to each job role they are assigned