Set up in Sail Backoffice

Each employee needsmust have the following set up before syncing:

Backoffice Login

• Every employee must have a Backoffice Login setup
  created.

  • With a

    A valid email address (thatis theyrequired.

    can
    receive
    • scheduling

      This notificationemail on)is used for:

      • Scheduling notifications

      • and a password
      • They will use this to log

        Logging into the Scheduling website and themobile Appapp

  • A password must be set for the employee.

   

  Phone Number (Recommended)

  • A phone number is encouraged (but not required)required.

    • This is

      Phone sonumbers theallow employeeemployees canto receive text message notifications.

    • a phone

      Phone numbernumbers can only be entered thruin Backoffice,Sail soBackoffice.

      if

      • If the wantcustomer thewants employeeemployees to have the option to receive text messages thenmessages, this is the easiestbest time to enteradd it.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

    ThisSkill stepLevels isare optional.optional Rightat nowthis time, but should be configured whenever possible.

    • Currently, Skill Levels act as a placeholder in the Scheduling systemsystem.

      just
    has
    • it as a place holder, but in the

      In future itreleases, they will be used forto support:

      • Shift swapping

        and

      • Shift give aways. give-aways

    • ItSkill Levels will prevent the staffemployees from swapping ofor giving away a shiftshifts to someone who is not qualified to takework theirthat shift. role.

     

    

    How to Set Skill Levels

    For each employee,employee:

    Go

    1. Navigate to theirthe employee’s Job Roles

    2. and assignAssign a Skill levelLevel to each one of their job roles.role they are assigned