Customer Feedback for Staff Squared

Knowledge Base

  1. Expenses 

    1. Setting up Expenses
    2. Adding expense types
    3. Mileage allowance
    4. Submitting an expense
    5. Approving and rejecting expenses
  2. Set up Staff Squared 

    1. Adding staff to Staff Squared
    2. How to create a working pattern
    3. Importing staff data from spreadsheets
    4. Preparing your spreadsheet import file
    5. How do permissions in Staff Squared work and how do I set them?
  3. Frequently Asked Questions 

    1. Invoices - where are they stored?
    2. Exporting Data from Staff Squared
    3. What information appears in the calendar
    4. Multiple Offices
    5. Company objectives and goals and how they work together
  4. Staff  

    1. Can I put staff members into teams in the Organisation Chart even though they all report to me?
    2. How to assign a manager via a staff member's profile
    3. How to assign a manager from the organisation chart
    4. How do I thank my Staff?
    5. How do I reinstate a member of Staff?
  5. Holidays 

    1. How to calculate accrued holiday allowance
    2. How does booking a holiday work?
    3. How to turn off approval notification emails
    4. Holiday Allowance and Holiday Limits
    5. Overriding the default options for who manages holiday leave for a person
  6. Sickness 

    1. Admin/Manager: How to record a sickness
    2. Staff Member: How does recording sickness work?
    3. How to turn off the self certification feature
    4. Bradford Factor
    5. Add updates to a sickness
  7. Timesheets 

    1. Getting started with timesheets
    2. Adding time
    3. Starting a new timer
    4. Timesheet day view
    5. Timesheet week view
  8. Permissions 

    1. What are Admins able to see and do in Staff Squared?
    2. What are Managers able to see and do in Staff Squared?
    3. Who can see staff wall postings?
    4. What are standard staff members able to see and do in Staff Squared?
    5. How to make an existing staff member an Admin
  9. Calendar 

    1. Synchronising Microsoft Outlook with Staff Squared
    2. Adding Company Events to the Calendar
    3. Synchronising the Staff Squared calendar with Google Calendars
    4. Synchronising Staff Squared calendar with Office 365 calendars
    5. Work anniversaries
  10. Reports 

    1. Reports in Staff Squared
    2. How do I export a report?
    3. Reports - Holiday earned (for pro-rata purposes)
    4. Holiday Summary Report
    5. Sick Leave Summary Report
  11. Working Patterns 

    1. How to create a working pattern
    2. How to assign a working pattern
    3. How to edit a working pattern
    4. How to set a default working pattern
    5. How to allow staff to see each other’s working patterns
  12. Goals 

    1. How do goals work?
    2. How do I edit/delete a Goal?
    3. How do I mark a Goal as Complete?
    4. Reporting on goals
    5. Filtering goals on the goal overview page
  13. Appraisals 

    1. How to create an appraisal
    2. How to edit an appraisal
    3. How to delete an appraisal
    4. Adding notes and files to an appraisal
    5. Appraisal reminder list
  14. Partners 

    1. How to invite a new client to your partner account
    2. How to add a new client to your partner account
    3. Impersonate an account
    4. Exporting employees
  15. All articles 

    1. Adding staff to Staff Squared
    2. What are Admins able to see and do in Staff Squared?
    3. How do goals work?
    4. Synchronising Microsoft Outlook with Staff Squared
    5. Admin/Manager: How to record a sickness
    141 articles 

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