Knowledge Base

  1. Bank Holidays 

    1. How do I Add Bank Holidays to my Calendar?
    2. Can I Choose whether Bank Holidays Deduct from Holiday Allowance?
    3. Can Staff See Bank Holidays in the Calendar?
    4. How do I Delete a Bank Holiday?
  2. Billing 

    1. Where can I Find my Invoices?
    2. When Will I Receive my Invoice and How Long do I have to Pay?
    3. How Do I Change my Billing Email Address?
    4. How Do I Change the Billing Address on my Invoices?
    5. What Subscription Options are Available?
  3. Company Events 

    1. How do I Create a Company Event?
    2. Can I Restrict who can see a Company Event in the Calendar?
    3. Can I Set Recurring Company Events?
    4. How do I Edit a Recurring Event?
    5. Can I Send Notifications to Staff for New Company Events?
  4. Company Links 

    1. What are Company Links?
    2. How do I Add a New Company Link?
    3. Who can View Company Links?
    4. Can I Sort Company Links into Categories?
  5. Company Profile 

    1. What Can my Staff See on our Company Profile?
    2. Can I set up Multiple Offices?
    3. How Do I Assign my Staff to an Office?
  6. Company Settings 

    1. Who Has Access to Company Settings?
    2. Will I be Notified if my Staff Change Details on their Profiles?
    3. Is it Possible to See When a Staff Member Last Logged in?
    4. Can I Manage the Way my Staff are Listed in the System?
    5. Can I Disable Features that I don't use?
  7. Custom Absences 

    1. Can I Add Absences without Entering a Holiday or Sickness?
    2. How do I Set up a New Custom Absence Type?
    3. Can I Choose whether a Custom Absence Type Deducts from Holiday Allowance?
    4. Can I Change whether a Custom Absence Type Deducts from Holiday Allowance Once it has been Created?
    5. How do I Delete a Custom Absence Type?
  8. Customer Referrals 

    1. What are Customer Referrals?
    2. How do I Refer a Friend to Staff Squared?
    3. How do I Turn Off Customer Referral Emails?
  9. Dashboard 

    1. What Can I see on my Dashboard?
    2. What Notifications will Appear on my Activity Feed?
    3. What Notifictions will Appear on my To-Do List?
    4. What Information is Shown in 'Your Holiday Info'?
    5. What Information can I see in the 'Who's Out?' Widget?
  10. Expenses 

    1. How do I set up Expenses?
    2. How do I Approve or Reject an Expense Claim?
    3. How do I Submit an Expense Claim?
    4. How do I Set Expense Reminders?
    5. How do I set my Expense Cycle and Currency?
  11. Files 

    1. How do I Add a File to a Staff Member's Profile?
    2. How do I Delete a File from a Staff Member's Profile?
    3. Who Can View and Upload Files to an Employee's Profile?
    4. How do I Add a New Company File?
    5. How do I Delete a Company File?
  12. Jobs 

    1. What is Jobs?
    2. How do I Give Staff Access to Jobs?
    3. How do I Add a New Job Vacancy?
    4. Can I Edit a Job Vacancy?
    5. Can I Duplicate an Existing Job Vacancy?
  13. Managing Login Details 

    1. Can I Change my Password?
    2. Can I Change my Email Address?
    3. What Happens if I Forget my Password?
    4. Can I Send a Reset Password Email to a Staff Member?
    5. Can I Change my Email Address?
  14. Onboarding and Offboarding 

    1. How do I Add New Staff Members Using Quick Add?
    2. How do I Add New Staff Members Using Add and Onboard?
    3. How do I Add New Staff Members Using Staff Import?
    4. How do I Resend an Invite Email to Pending Staff?
    5. How do I End a Staff Member's Employment or set a Contract End Date?
  15. Reminders 

    1. How do I set up my Daily 'Who's Out?' Email Reminders and Slack Notifications?
    2. How do I Set up my Week Ahead Email?
    3. How do I Set up Holiday Allowance Balance Emails?
    4. Can I Set Reminders for Important Events and Deadlines?
    5. Where do I Set my Company's Probation Period?
  16. Staff Squared Roadmap 

    1. What is the Staff Squared Roadmap?
    2. How do I Find the Staff Squared Roadmap?
    3. Can I Submit Suggestions for Future Development?
    4. Can I Vote for Other People's Suggestions?
    5. How Will I Know if you Implement my Suggestions?
  17. Taskbar 

    1. What Can I do from my Taskbar?
    2. How do I Send a Company Broadcast?
  18. Trial 

    1. What Can I See in my Trial Account?
    2. Can I Extend my Trial Period?
    3. How Do I Upgrade my Trial Account?
    4. What Happens When my Trial Expires?
    5. Will I Have to Re-Enter my Data After my Account Upgrades?
  19. Two-Factor Authentication 

    1. How do I Set up Two-Factor Authentication?
    2. Can I Bypass Two-Factor Login While it's Enabled?
    3. What Happens if I Get Locked Out of my Account?
    4. How do I Disable Two-Factor Authentication?
    5. Can I Make Two-Factor Authentication Mandatory for all Staff?
  20. Staff  

    1. How do I Upload a Profile Picture?
  21. Holidays 

    1. Can I Edit Someone's Holiday Allowance?
    2. Can I set Non-Admin/Managers to Approve Holiday Requests?
    3. How do I Edit or Delete a Holiday Approver?
    4. Can Staff Book Set Hours Rather than Full or Half Days?
  22. Sickness 

    1. Can I Set Non-Admins/Managers to Approve Sickness Requests?
  23. Timesheets 

    1. How do Timesheets work?
    2. How do I Add Projects and Clients?
    3. How do I Add Time on my Timesheet?
    4. How do I Archive Old Projects and Clients?
    5. How do I Edit an Existing Client or Project?
  24. 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. What can Staff Members see and do in Staff Squared?
    4. Who can see Staff Wall Posts?
    5. How do I make a Staff Member an Admin User?
  25. Calendar 

    1. How does the iCal Feed Link work?
    2. How do I Synchronise Staff Squared with Microsoft Outlook?
    3. How do I Synchronise Staff Squared with Google Calendars?
    4. How do I Synchronise Staff Squared with Office 365 Calendars?
  26. Reports 

    1. What Information can I Report on in Staff Squared?
  27. Working Patterns 

    1. How do I Create a New Working Pattern?
    2. Can I Set Shift Patterns?
    3. Can I Edit a Working Pattern?
    4. How do I Assign a Working Pattern to a Staff Member?
    5. How do I set a Default Working Pattern?
  28. All articles 

    1. What are Admins able to see and do in Staff Squared?
    2. Where can I Find my Invoices?
    3. What Information can I Report on in Staff Squared?
    4. How do I add Staff Squared as a Shortcut on my desktop? (Windows and Mac)
    5. How do I Create a New Working Pattern?

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