Knowledge Base

← Customer Feedback for Staff Squared

  1. Expenses →

    1. How do I set up Expenses?
    2. How do I Add a New Expense Type?
    3. How do I set a Mileage Allowance?
    4. How do I Submit an Expense?
    5. How do I Approve or Reject an Expense Claim?

  2. 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?

  3. 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. How do I Save Changes to a Checklist During Onboarding?

  4. Set up Staff Squared →

    1. How do I Add my Staff?
    2. How do I Create a Working Pattern?
    3. How do I Import my Staff Data from a Spreadsheet?
    4. How do I Prepare my Spreadsheet Import File?
    5. How do Permissions work and how do I set them?

  5. Frequently Asked Questions →

    1. Where are Invoices Stored?
    2. How do I Export Data from Staff Squared?
    3. What Information can I find in my Company Calendar?
    4. Can I set up Multiple Offices?
    5. How do I add Staff Squared as a Shortcut on my desktop? (Windows and Mac)

  6. Staff  →

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

  7. 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?

  8. 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. Can I set users who are not an Admin or Direct Manager of a Staff Member as their Sickness Approver?

  9. Timesheets →

    1. How do Timesheets work?
    2. How do I Add Time on my Timesheet?
    3. How does the Timesheet Day View work?
    4. How does the Timesheet Week View work?
    5. How do I Edit a Staff Member'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. 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?

  11. 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?

  12. 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

  13. 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?

  14. 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?

  15. 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?

  16. 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?

  17. All articles →

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

Feedback and Knowledge Base

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