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. Files 

    1. Add a File to a Staff Member's Profile
    2. Add a File to your Company Files
    3. View who has Read a File
    4. Manage your File Permissions
    5. Manage your Files Expiry Date Notifications
  3. Onboarding Checklists 

    1. Creating a new Onboarding Checklist
    2. Assigning an Onboarding Checklist to Staff
  4. Set up Staff Squared 

    1. Adding your Staff
    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?
  5. Frequently Asked Questions 

    1. Invoices - Where are they Stored?
    2. Exporting Data from Staff Squared
    3. Information Found in your Company Calendar
    4. Multiple Offices
    5. How to add Staff Squared as a shortcut to your desktop (on Windows and Mac)
  6. Staff  

    1. Staff Tabs: Navigating your Staff Directory
    2. Profile Page Tabs Overview
    3. Group Staff Members into Teams
    4. Assign a Manager via a Staff Member's Profile
    5. Assign a Manager via your Organisation Chart
  7. Holidays 

    1. How does booking a holiday work?
    2. How to turn off approval notification emails
    3. Holiday Allowance and Holiday Limits
    4. Overriding the default options for who manages holiday leave for a person
    5. How do I add Bank Holidays?
  8. 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
  9. Timesheets 

    1. Getting started with timesheets
    2. Adding time
    3. Timesheet day view
    4. Timesheet week view
    5. How to edit another person's timesheet
  10. 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. Standard Staff User Permission - What can they see and do in Staff Squared?
    5. How to make an existing staff member an Admin
  11. 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
  12. 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
  13. 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
  14. Goals and Objectives 

    1. How Goals Work
    2. Edit or Delete a Goal
    3. Complete a Goal
    4. Staff: Complete a Goal
    5. Filter Goals
  15. 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
  16. 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
  17. All articles 

    1. Adding your Staff
    2. What are Admins able to see and do in Staff Squared?
    3. How Goals Work
    4. Synchronising Microsoft Outlook with Staff Squared
    5. Admin/Manager: How to record a sickness

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