Settings

• Roles and permissions to access SMRT?

  Roles and permissionsSome readers

• How SMRT notifies Management for the Staff clocking state?

  SMRT can alert Management of various Staff Clock breaches. In department settings, click on Rules / Notification. You have access to a list of email alert to be sent to management. Only managers on shift will receive those alerts. If left unticked, no alerts will be sent out. Notifications settings Enable No Clock IN Alert Emails Send an email notifying management that a staff did not clock IN for tFew readers

• How SMRT determines Staff clocking state?

  How SMRT classifies Staff clocksFew readers

Dashboard

• What information is shown in the OVERVIEW menu?

  What information is displayed in the OVERVIEW menuFeatured

• What information is needed to create an occurrence?

  How to use the occurrence form to record a Holiday, Absence, Lateness or additional working hoursFeatured

• How to create an ABSENCE occurrence?

  Step by step guide to record an Absence on the Manager Portal.Featured

• How to create a LATENESS occurrence?

  Step by step guide to record a Lateness occurrenceFeatured

• How to create a xHrs (OVERTIME) occurrence?

  Step by step guide to record an additional working time (xHrs)Featured

• How to create a HOLIDAY occurrence?

  Step by step guide to record a HolidayFeatured

• How to search for a specific occurrence?

  Searching an occurrence within a period range, a specific occurrence type or searching for a specific Staff memberFeatured

• How to edit an occurrence?

  Step by step guide to edit an occurrence.Featured

• How to delete an Occurrence?

  Step by step guide to delete a single or multiple occurrences.Featured

• What information is displayed in the Insight menu?

  FTE trend, Job-Position, Team headcount, FTE, Tracked skillsFeatured

• What information is displayed in the Who's in menu?

  Check your staff on site.Featured

• How to extend a shift with overtime while respecting the daily rest period between shifts?

  Extend a shift using TOIL without breaking your daily rest with the next shiftFeatured

Team

• How to create a staff member in SMRT?

  Create a staff profile. Click on Team. Click on Search. The system will return a list of active contracts from your department. To access a staff member profile, click on the hyperlink "name". Team page To add a new staff member in your department, click on New staff member. A staff member detail form will load up. Fill in the demographic form. Staff DetailsFeatured

• How to give access your Staff to the Staff App?

  This article will show you how to give access to the SMRT mobile app on iOS, Android and the web based app. There are three reasons why you need to perform the following action: Give access to the Staff app for the first time. Give access to the Staff app to someone who is already onboarded but has changed their phones or locked up their account after 5 failed attempts. Give access to the Staff app to someone who does not own an iPhone or an Android. Give access to the Staff app fFeatured

• How to re-activate a former staff?

  We need to find the former staff member in the system that you want to re-activate and we will associate a new contract/rotation to that returning staff. 1 Click on Team. 2 Click on Search. 3 On status check, select former. 4 Click search. The system will return a list of former contracts from your department. To access a staff member profile, click on the hyperlink "name". Former Staff List (https://storage.crisp.chat/users/helpdesk/website/48412628cfbd2800/screenshot-2023-03-02Few readers

• How to terminate a contract?

  In this article, we explain how to remove a Staff from Smart Rota and how to transfer a staff to another department. There are several ways of doing this depending on the situation. A The Staff has resigned or has been dismissed. Click on Team. Search for the staff name. Click on the hyperlink. Click on Contract. Edit the current active contract. Enter the termination date or the last working day (LWD) Select the reason as to why the staff must be terminated. Click sFew readers

Reporting

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Requests

• How to create a "Shift change" request?

  How to use a shift change instead of overtime (xHrs).Featured

• How to create a xHrs request?

  Information needed to create a xHrs requestFeatured

• Validating Staff member swapping their shifts

  All you need to know when staff swap their shiftFeatured

Smart rota

• Understanding the SMRT Rota Tab in the Smart Rota Section

  Everything you need to know to schedule your Team.Featured

• Navigating the Planner Section: A Forecasting Tool for Staffing

  Understand your staff long term staffing levelFeatured

• The Group Page: Analyzing Staff Balance and Rotations

  Understanding why it is important to balance your group rotation figures.Featured

• How to add/remove staff skills in bulk?

  In this article, we explain how to update a skill for multiple employees in one click. We can perform the 3 following action: To add one or several skills. To remove one or several skills. To update skill ratings. How to add skills in bulk? Go to Settings/Departments/Skills, and click on the hyperlink. Settings/Departments page Select "Add" fFeatured

• How to edit a clock on your staff member time card?

  If you require your member of staff to clock in and out, you would need to know how to fix a missing clock or create an occurrence from the time card. Click on Team. Click on Time card. Select the "week beginning" to search for anomalies. Click on the staff member name to open the time card. The system will return a list of staff member with clocking anomalies. Time card page (https://storage.crisp.chat/users/helpdesk/website/48412628cfbd2800/screenshot-2021-06-22-at-065042jcFew readers