All articles

  1. Absence Overview

  2. Absence Overview Report

  3. Admin/Manager: How do I Book a Holiday on Behalf of my Staff?

  4. Admin: Can I Share my Files with a Third Party?

  5. Admin: How do I Manage the Holiday Approval Notifications I Receive?

  6. Benefits Report

  7. Can I add Manual Adjustments to Staff Holiday Allowances?

  8. Can I Apply Updates to a Staff Member's Sickness?

  9. Can I Bulk Move Files?

  10. Can I Bulk Share Files?

  11. Can I Change Who a Task is Assigned to During Onboarding?

  12. Can I Disable Features that I don't use?

  13. Can I Limit Absences by Users?

  14. Can I Link my Staff Squared Calendar to another Calendar Outside of the System?

  15. Can I Request Holiday in Set Times?

  16. Can I Restrict Holiday by Company, Department or Group?

  17. Can I see Probation Ends in the Calendar?

  18. Can I see Work Anniversaries in the Calendar?

  19. Can I send Email Invites at a Later Date?

  20. Can I set up Multiple Offices?

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

  22. Can I turn off the Self-Certification Feature?

  23. Can I Use an Existing Checklist as a Template?

  24. Company Objectives Report

  25. Goals Report

  26. Holiday Overview Report

  27. Holiday Report

  28. Holiday Stats Overview

  29. Holiday Summary Report

  30. How are Company Links Set?

  31. How can I Remove Partner Access from my Company?

  32. How can I Report on Companies Added to my Partner Account?

  33. How can I view due Appraisals?

  34. How can I view who has Read a File?

  35. How do Company Objectives and Goals Work Together?

  36. How do Goals Work?

  37. How do I Add a Debit or Credit Card to my Account?

  38. How do I Add a File to a Staff Member's Profile?

  39. How do I Add a File to my Company Files?

  40. How do I Add a new Client to my Partner Account?

  41. How do I Add a Salary?

  42. How do I Add and Manage Benefits?

  43. How do I Add and Manage Bonuses?

  44. How do I add Bank Holidays?

  45. How do I Add Company Events to the Calendar?

  46. How do I add Holiday Allowance Adjustments?

  47. How do I Add Holiday for a New Staff Member?

  48. How do I Add Notes and Files to an Appraisal?

  49. How do I add Staff Squared as a Shortcut on my desktop? (Windows and Mac)

  50. How do I Add Time on my Timesheet?

  51. How do I Add, Edit or Delete an Objective?

  52. How do I Allow Staff to see each other’s Working Patterns?

  53. How do I Approve or Reject an Expense Claim?

  54. How do I Assign a Manager via a Staff Member's Profile?

  55. How do I Assign a Manager via your Organisation Chart?

  56. How do I Assign an Onboarding Checklist to Staff?

  57. How do I Assign Goals to an Objective?

  58. How do I assign Staff to a Working Pattern?

  59. How do I Book Holiday as an Admin User?

  60. How do I book time off using Other Absence Types?

  61. How do I Calculate Accrued Holiday Allowance?

  62. How do I Calculate Holiday Pro-rata for New Starters?

  63. How do I Change a Staff Member's Annual Holiday Allowance?

  64. How Do I Change my Billing Email Address?

  65. How Do I Change the Billing Address on my Invoices?

  66. How do I Complete a Goal as a Manager or Admin User?

  67. How do I Complete a Goal as a Staff Member?

  68. How do I Complete an Objective?

  69. How do I Complete an Onboarding Task Assigned to Me?

  70. How do I Create a new Onboarding Checklist?

  71. How do I Create a Working Pattern?

  72. How do I Create Holiday Self Approvers?

  73. How do I Delete a Staff Member?

  74. How do I Delete an Appraisal?

  75. How do I Duplicate an Expense Claim?

  76. How do I Edit a Staff Member's Timesheet?

  77. How do I edit a Working Pattern?

  78. How do I Edit an Appraisal?

  79. How do I Edit or Delete a Goal?

  80. How do I Enable Timesheets?

  81. How Do I Enable Two-Factor Authentication?

  82. How do I End a Staff Member's Employment or set a Contract End Date?

  83. How do I Export a Report?

  84. How do I Export Data from Staff Squared?

  85. How do I Export Employee Data?

  86. How do I Export Staff Expenses?

  87. How do I Filter Goals?

  88. How do I Filter Holiday and Sickness Periods on Staff Profiles?

  89. How do I Filter Objectives?

  90. How do I Group Staff Members into Teams?

  91. How do I Impersonate an Account?

  92. How do I Import Timesheets?

  93. How do I Invite a new Client to my Partner Account?

  94. How do I make an Existing Staff Member an Admin User?

  95. How do I Manage Folders?

  96. How do I Manage Holiday Bookings?

  97. How do I Manage my File Expiry Date Notifications?

  98. How do I Manage my File Permissions?

  99. How do I Manage my Projects and Clients?

  100. How do I Manage Staff Groups?

  101. How do I Prepare my Spreadsheet Import File?

  102. How do I Record a Lateness?

  103. How do I Record a Sickness as a Staff Member?

  104. How do I Reinstate a Staff Member?

  105. How Do I Remove an Onboarding Task Assigned to Me?

  106. How do I Report on Goals?

  107. How do I Report on Objectives?

  108. How do I Request that Staff Read a File?

  109. How do I Schedule an Appraisal?

  110. How do I send Company Broadcasts?

  111. How do I set a Default Working Pattern?

  112. How do I set Additional Expense Approvers?

  113. How do I set Additional Sickness Approvers?

  114. How do I set Expense Reminders?

  115. How do I set Holiday Allowance and Limits?

  116. How do I set my Company's Holiday Year?

  117. How do I set my Expense Cycle and Currency?

  118. How do I set Timesheet Reminders?

  119. How do I set up a Direct Debit?

  120. How do I set up Expenses?

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

  122. How do I set up Reminders for Important Deadlines or Anniversaries?

  123. How do I Share Files with my Staff?

  124. How do I Submit an Expense Claim?

  125. How do I Synchronise Staff Squared with Google Calendars?

  126. How do I Synchronise Staff Squared with Microsoft Outlook?

  127. How do I Synchronise Staff Squared with Office 365 Calendars?

  128. How do I Thank Staff?

  129. How do I Update Existing Custom Absence Types?

  130. How do I Upload a File to a Staff Member's Wall?

  131. How do I Upload a Profile Picture?

  132. How do I Upload my Company Logo?

  133. How do I View my Onboarding Checklist?

  134. How do the Calendar Filters work?

  135. How do Time Zones Affect the iCal Feed?

  136. How do Timesheets work?

  137. How does Holiday Carryover work?

  138. How does the Bradford Factor work?

  139. How does the iCal Feed Link work?

  140. How does the Organisation Chart work?

  141. How does the Timesheet Day View work?

  142. How does the Timesheet Week View work?

  143. Lateness Overview Report

  144. Lateness Report

  145. Manager: How do I Manage the Holiday Approval Notifications I Receive?

  146. Profile Tabs Overview

  147. Reports - Holiday earned (for pro-rata purposes)

  148. Salaries Report

  149. Sick Leave and Cost Report

  150. Sick Leave Overview and Bradford Factor Report

  151. Sick Leave Summary Report

  152. Staff Export Report

  153. Staff Member: How do I Book a Holiday?

  154. Staff Service Overview Report

  155. Thanks Report

  156. Time spent by client

  157. Time spent by project

  158. Time spent by staff

  159. What are Admins able to see and do in Staff Squared?

  160. What are Managers able to see and do in Staff Squared?

  161. What Browsers does Staff Squared Support?

  162. What Can I see on my Dashboard?

  163. What can Staff Members see and do in Staff Squared?

  164. What Happens when a Staff Member wants to Cancel a Holiday and add it back to their Allowance?

  165. What Happens when I Submit an Expense if I have Multiple Offices?

  166. What Information can I find in my Company Calendar?

  167. What Information can I Report on in Staff Squared?

  168. What Information can I see in the 'Who's Out?' Widget?

  169. What Information is Shown in 'Your Holiday Info'?

  170. What Notifications will Appear on my Activity Feed?

  171. What Notifictions will Appear on my To-Do List?

  172. What Subscription Options are Available?

  173. When Will I Receive my Invoice and How Long do I have to Pay?

  174. Where can I Find my Invoices?

  175. Where can I find the Read Files Report?

  176. Who can see Staff Wall Posts?

  177. Working Pattern Report

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