Manager / Supervisor Quick Start
Running the day
Start every shift on the Command Center: who is on, what is unfilled, what is waiting on your approval, and which incidents are still open. Everything below assumes you already know the Employee Quick Start — your crew will ask you about it.
Manager: building and editing the schedule
Manager onlyWhere: Schedule and Team availability
- 1Open Schedule and move to the week you are building.
- 2Check Team availability first so you are not assigning someone on a day they cannot work.
- 3On a computer, drag a qualified employee onto a shift. On iPhone, tap the employee first, then tap the shift.
- 4Hard conflicts stay blocked in quick assignment. Use the shift's Reassign control only when you intentionally need to review and override an availability conflict.
- 5A soft preference clash or weekly-hours warning is shown before the assignment saves.
- 6A hard unavailable clash asks you to tick an override before it will save, and the override is recorded.
- 7Unfilled shifts stay visible on the Unfilled tab until somebody covers them.
What happens next
Assigned staff see the shift on their Home and Schedule right away. Every override is written to the audit log with your name so there is a record of why someone was scheduled against their availability.
Manager: approvals waiting on you
Manager onlyWhere: Command Center and Owner view
- 1Open the Command Center. Approvals waiting sits near the top.
- 2Work through time-off requests, shift swap claims and timesheet corrections.
- 3Approve or decline each one.
What happens next
Approving a swap moves the shift to the new person and updates both schedules. Approving time off blocks that person out for those dates. Either way the employee sees the result in their own requests list.
Manager: assigning and closing incidents and work orders
Manager onlyWhere: Ops and Command Center
- 1Open Ops and read the new incidents at the top of the list.
- 2Assign each one to the right person or department. The status moves to In progress.
- 3Follow up with the assignee, and add notes as the situation develops.
- 4When it is handled, mark it Resolved and write the closeout note — what was done and by whom.
- 5Do the same for work orders on the Tasks tab.
What happens next
The assignee gets it in their notifications and under Your tasks. Resolved items drop off the open counts on the Command Center and Owner view but stay in the record with the full history.
Manager: reviewing staff and the time clock
Manager onlyWhere: Owner view, Command Center, Team Directory
- 1Open the Owner view to see who is clocked in right now and for how long.
- 2A shift running abnormally long is flagged "Check clock-out" — that usually means someone forgot to punch out.
- 3Fix it with the employee, or handle their timesheet correction request from approvals.
- 4Use Team Directory to check someone's department, role and status.
- 5Overtime threshold, standard shift length and the incident attention level are set at Settings and drive these numbers.
What happens next
Anything you change is reflected on the dashboards straight away. Timesheet corrections are recorded as an adjustment rather than silently overwriting the original punch.
Emergency broadcasts and Urgent help
Where: Urgent help button, and Messages
- 1The red Urgent help button is on every screen — bottom corner on your phone, in the sidebar on a computer.
- 2Tap it, pick the kind of emergency, and send.
- 3Do not use it to test. It reaches management immediately.
- 4Emergency broadcasts from management appear in Messages under Broadcasts.
- 5Read a broadcast and acknowledge it so management knows the message got through to you.
What happens next
An urgent alert goes straight to management and is logged with your name, the time and the category. Acknowledging a broadcast records that you saw it. Call 911 first for anything life-threatening — the app does not replace emergency services.
Your profile and settings
Where: Team Directory and the sidebar
- 1Open More, then Team Directory, and tap your own name to see your profile.
- 2Your profile shows your department, role, job title, work contact details and your availability summary.
- 3Ask Yesina in the Office or a manager to correct anything that is wrong on your record.
- 4Sign out from the bottom of the sidebar, or the sign-out button in the top corner on your phone.
What happens next
Profile and department changes are made by management, so your record matches payroll and the schedule. Operating settings — overtime rules, broadcast permissions — are manager-only and live at Settings.
Note: Staff can view profiles but not edit roles or departments. That is intentional, not a bug.
Good practice
Habits that keep the record clean
- Close out incidents with a real note. "Resolved" with no detail is worthless a month later.
- Clear approvals daily. A swap sitting at Pending approval means two people do not know who is working.
- Check availability before you assign. An override is logged with your name, so use it deliberately.
- Chase "Check clock-out" flags the same day, while the person still remembers when they left.