Knowledge Base

← Customer Feedback for Staff Squared

  1. 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?

  2. Company Profile →

    1. Can I set up Multiple Offices?

  3. 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?

  4. 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?

  5. Files →

    1. How do I Add a File to a Staff Member's Profile?
    2. How do I Add a File to my Company Files?
    3. How can I view who has Read a File?
    4. How do I Manage my File Permissions?
    5. How do I Manage my File Expiry Date Notifications?

  6. 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?

  7. Onboarding Checklists →

    1. How do I Create a new Onboarding Checklist?
    2. How do I Assign an Onboarding Checklist to Staff?
    3. Can I Change Who a Task is Assigned to During Onboarding?
    4. Can I Use an Existing Checklist as a Template?
    5. How do I View my Onboarding Checklist?

  8. Reminders →

    1. How do I set up my Daily 'Who's Out?' Email Reminders and Slack Notifications?

  9. Frequently Asked Questions →

    1. How do I Export Data from Staff Squared?
    2. How do I add Staff Squared as a Shortcut on my desktop? (Windows and Mac)
    3. What Browsers does Staff Squared Support?
    4. How do I Send a Company Broadcast?
    5. Can I Disable Features that I don't use?

  10. Staff  →

    1. Profile Tabs Overview
    2. How do I Group Staff Members into Teams?
    3. How do I Assign a Manager via a Staff Member's Profile?
    4. How do I Assign a Manager via your Organisation Chart?
    5. How do I Thank Staff?

  11. Holidays →

    1. How do I Calculate Accrued Holiday Allowance?
    2. Admin/Manager: How do I Book a Holiday on Behalf of my Staff?
    3. Staff Member: How do I Book a Holiday?
    4. Admin: How do I Manage the Holiday Approval Notifications I Receive?
    5. Manager: How do I Manage the Holiday Approval Notifications I Receive?

  12. Sickness →

    1. How do I Record a Sickness as a Staff Member?
    2. Can I turn off the Self-Certification Feature?
    3. How does the Bradford Factor work?
    4. Can I Apply Updates to a Staff Member's Sickness?
    5. How do I set Additional Sickness Approvers?

  13. Timesheets →

    1. How do Timesheets work?
    2. How do I Manage my Projects and Clients?
    3. How do I Add Time on my Timesheet?
    4. How does the Timesheet Day View work?
    5. How does the Timesheet Week View work?

  14. 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 an Existing Staff Member an Admin User?

  15. Calendar →

    1. How do I Synchronise Staff Squared with Microsoft Outlook?
    2. How do I Synchronise Staff Squared with Google Calendars?
    3. How do I Synchronise Staff Squared with Office 365 Calendars?
    4. How do I Add Company Events to the Calendar?
    5. Can I see Work Anniversaries in the Calendar?

  16. Reports →

    1. What Information can I Report on 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

  17. Working Patterns →

    1. How do I Create a Working Pattern?
    2. How do I assign Staff to a Working Pattern?
    3. How do I edit a Working Pattern?
    4. How do I set a Default Working Pattern?
    5. How do I Allow Staff to see each other’s Working Patterns?

  18. Goals and Objectives →

    1. How do Goals Work?
    2. How do I Edit or Delete a Goal?
    3. How do I Complete a Goal as a Manager or Admin User?
    4. How do I Complete a Goal as a Staff Member?
    5. How do I Filter Goals?

  19. Appraisals →

    1. How do I Schedule an Appraisal?
    2. How do I Edit an Appraisal?
    3. How do I Delete an Appraisal?
    4. How do I Add Notes and Files to an Appraisal?
    5. How can I view due Appraisals?

  20. Partners →

    1. How do I Invite a new Client to my Partner Account?
    2. How do I Add a new Client to my Partner Account?
    3. How do I Impersonate an Account?
    4. How do I Export Employee Data?

  21. All articles →

    1. What are Admins able to see and do in Staff Squared?
    2. How do Goals Work?
    3. How do I Export Data from Staff Squared?
    4. How do I Synchronise Staff Squared with Microsoft Outlook?
    5. Where can I Find my Invoices?

Feedback and Knowledge Base

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