Staffconnect
Admin
Quick Start Guide
This guide is no longer monitored or updated - please visit the help tab of your StaffConnect login for more up to date support
CONTENTS
CLICK TOPIC TO BE DIRECTED STRAIGHT TO THAT PAGE OR SCROLL RIGHT TO CONTINUE
Basic Setup
Browser
StaffConnect works best with a modern browser.
Click an image to download
Google Chrome & Mozilla Firefox are recommended, but you can use just about anything!
You can download them for free!
Logging In
Use your email and password to log in at your systems login page.
Home Page
This is your StaffConnect Homepage
To pin a note: click on a post's menu (3 dot icon) and select 'Pin'
If a staff member posts or comments it will appear in gray and be invisible to other staff unless you 'approve' it.
LIVE CHAT
To access, click the icon in the top right of your screen.
You can also select this icon within a shift to start a group chat with the selected staff.
StaffConnect has Live Chat where you can contact your Staff individually,
or in groups, making communication a breeze!
If Users have the App installed and are logged in, a push notification will be sent
to them to alert them of their new message.
To create a field:
Click the blue + icon within the Category and select Add Element.
Type your element details into the box & click the tick button to save.
You can drag and drop your fields in the order you wish for them to appear in.
Customise Profile
Profile Info allows you to customise your Staff Profiles to gather the information you need about your staff.
Settings > Profle Info
You can even change it to male or female only by clicking the both element, and change the type to a 'list' by clicking the text element.
We recommend using lists as much as possible to maintain consistancy and control what staff enter. If you wish to enter a list - click the pencil icon to enter the options staff can choose from.
wORK AREAS
You can create and allow staff to choose different defined or geographic areas they're willing to travel to for work in the Work Areas Section.
Settings > WORK AREAS
Work Areas are used to manage timezones, organise shifts and help ensure that only staff with the required Work Area checked on their profiles can view and apply for those events.
It is important to add all Work Areas before staff register as they will be asked to select their Areas during the Registration process.
You can also set a limit on the number of Work Areas Staff are allowed to select by going to Settings > Work Areas.
We have many defaults available for various countries so don't hesitate to get in touch if you would like your country's defaults added!
Attributes
Here you can enter all the skills/qualifications you need to know about your staff; for example: driver's licences, bar experience, model experience etc.
You can even sort them into different categories so they are neatly displayed on your User's Profiles.
There are 2 types of visibility: Admin Only and Staff - use Admin Only for internal attributes that you don't want staff members to see or set themselves. Use Staff for those that you do.
The Role Default controls the default requirements on newly created roles.
If you have an attribute 'Driver's License' set to 'Yes' - then all newly created roles will require staff to have a driver's licence by default. If it set to 'No' then only the staff who do NOT have a driver's licence are eligible. Setting to 'Any' is the most common setting and in this case will allow all staff to apply for the role regardless of whether or not they have a driver's licence.
Settings > PROFILE ATTRIBUTES
FORMS AND AGREEMENTS
Create your form by clicking the + icon to upload your template to the Forms page.
Once imported, you'll then be taken to a page where you can add in the different fields that you require to be completed by dragging and dropping the fields to the appropriate areas.
Your created forms will appear under
Settings > Form.
You can assign Tracking Requirements and also choose which User level has to complete it and when:
Apply - Completed before applying to a shift
Confirm - Completed when confirming a shift.
Optional - The form is optional to complete.
Login - Completed the next time they login.
Settings > FORMS
You can create Forms and/or Agreements and have your Users sign them.
Once staff have completed the form, the document will be recorded in the documents section of their profiles, so you can reference it at any time.
Please note that if you need to make changes to a form and wish for users to re-complete it, you must create a new form. (You may use the existing one as a template to speed up the process).
Users
Register
The easiest eay to get staff or people applying to work for your agency onto the system is for them to register themselves.
To Register:
Go to your Agency’s StaffConnect page.
The address will look something like this:
http://youragency.staffconnect-app.com
Click Create an Account
to be taken to the Registration Page
Add a New User
You can create users by going to Users and selecting the blue
Add New User Button to the right of the User Table.
Here is where you can add other Owners, Administrators, Staff and Clients by adjusting the User Type.
USERS > New USER
USER PERMISSIONS
You can control the permissions of your users in their profile settings:
Staff Users and Admin Users have different permissions that you can set for each.
This is where you can manage your admin users if you only want them to be able to view specific work areas or tracking categories.
View Users
You are able to view all your Staff simply by going into the Users tab
Here you will find all of the information for each of your Staff.
You can utilise the filter to search for specific staff.
Use the drop menu at the top right to switch between user types.
Type 'near: ' followed by a postcode, suburb or street to do a geographic search!
You can also select the radius they want by adding another colon and the radius.
For example: near:chicago:2 for radius 2 miles of Chicago
USER Approval
After a registration has been completed, the account will need to be approved in order for that user to have access to your system.
USERS > COMPLETE REGISTRANTS
Applicants will be notified via email once their registration has been approved.
In the mean time, applicants can update their registration details at anytime.
Your Profile
Editing your online profile is easy!
USERS > COMPLETE REGISTRANTS
1. Access your own profile by clicking on your name in the top right corner and selecting My Profile.
2. Click on a field to edit.
3. Complete the field and click the tick or push enter to save
Upload Files
To upload files or photos , select Upload and select the file you wish to upload.
Videos uploaded must be mp4 format and less than 500mbs
Click the Pin icon under a profile photo to set this as your Main profile picture.
Click the Lock icon to remove the ability for staff to delete/change that picture.
Drag and Drop the image between Admin Only and User Category to control User visibility.
To remove, click on the Trash Can under the file.
Experience
To capture your talents previous experience, you can add in categories for them to complete and then assign their experience within your showcase presentations.
SETTINGS > PROFILE EXPERIENCE
To set up experience categories:
1) Settings > Profile Experience
2) Click the Red + to add a category
3) Click the + to the right the blue area of the category to assign your experience heading elements
Staff can then add during Registration or access under the Experience tab of their profile to add their experience.
Once Staff have completed shifts and you have rated their performance, the shift date and role will appear under the Experience tab of their profiles, under the category 'Unassigned', where you’ll be able to move those fields to the relevant categories. (Note: moving those lines will be available soon).
Performance Rating
You can also add in your own ratings; such as punctuality, by going to Settings > Profile Ratings.
Then simply click the stars on a users profile to set that rating.
Staff's Performance Rating can be rated on each shift they complete directly from a shift itself. Experience can also be linked to categories to appear on staff presentations.
Receiving good reviews from Clients or Admins, applying for and completing shifts improves the rating, while requesting replacements, ‘no shows’ or poor reviews will have a negative effect on the rating.
StaffConnect gives your staff a Performance Rating which is visible to Admin only.
You can filter by ratings in the users database & set ratings as role requirements so only staff with a certain rating level can view and apply.
SETTINGS > PROFILE RATINGS
Manage External Agencies
StaffConnect allows external agency staff to use and be managed on the system.
External agency staff are the same as normal staff users except:
- They cannot see and apply for future jobs on the calendar (they only see shifts they’ve been selected for).
- They cannot see pay rates
- They cannot invoice
- They are not recipients of shift casting emails
To set agency:
1. Add other agencies from Outsourced Agencies
2. Once at least one other agency has been added you will be able to select which agencies any staff user works through by ticking checkboxes on the Settings tab on their profile
3. Choose which agency a staff user is working through by clicking on the 3 dots by their profile in a shift and choosing Change Company
Note: Staff can work for multiple agencies and by default work for your agency (the "This Agency" checkbox will be ticked).
If a staff user works for your agency as well as another agency, they will have all the same permissions as a ‘normal’ staff user.
SETTINGS > OUTSOURCING
Schedule
Calendar
Here is where you staff will apply for the work available.
You can import information such as where the event will take place, what the work involves, payment and the hours the event will be.
You can have staff upload any documents after a shift is completed, as well as complete reports and add photos.
The Calendar where you can view all your events.
Please note that the calendar displays per day on small screens, such as mobiles.
Calendar- List View
Here you will be able to filter for shifts using the text box at the top of the screen and select the timeframe by indicating which dates in the boxes to the right for quick and easy access to information.
You can also edit your selected shifts by clicking on Edit Selected to the top left side.
The Calendar can also be accessed as a List View for easy visibility.
SCHEDULE > LIST VIEW
Flags
To Assign to a shift, click the flag in top left corner of the shift.
To filter, simply click on a flag in your calendar or list view to filter for it. You can filter for multiple flags at a time.
Flags can be assigned to anything you like and used to filter shifts.
SETTINGS > SHIFT FLAGS
You can create, assign names and colours to your flags in your Shift Flags Settings.
Tracking
Tracking is a useful tool to filter data and assign Client access, Admin access, Staff Teams & add files to multiple shifts at once
To create a tracking Category
1. Go to Settings > Tracking
2. Create your Category name; e.g: Campaign, Job Number or Brand
3. Create your Tracking Options - see next slide.
SETTINGS > TRACKING
Tracking OPTIONS
Tracking is a useful tool to filter data and assign client access, admin access, staff teams & add files to multiple shifts at once
To create a tracking option
1. Go to Tracking in the Menu and select the Category.
2. Create your Category Options e.g: the campaign title 'Coca Cola Sampling'
by clicking the blue + icon to the right of the screen.
3. Within the option, you can then assign client access, supervisor access, assign a team or add files by going to those tabs.
You can then assign your tracking option to your shift(s) and even use these to filter by in your calendar too!
PAY LEVELS
Pay levels are used to pay different people different rates for the same role.
- Go to Settings > System > Pay Levels
- Create a Category of Pay (eg Promotions, Modelling, Bartender etc) in the 'Write a Category Name' Box.
- Click on your newly created Category
- On the right hand side enter all your levels for the category in the 'Write a pay level name' box
- you can give them whatever name you like (eg: beginner or 15/hr etc) and add in that levels pay rate. - Click the + to Add. At any time you can edit again by clicking the pencil icon.
- Repeat step 4 for all the levels in the Category. Repeat step 2 for as many Categories (types of work) you need.
- Go to a staff users profile, click on 'Pay Levels' tab - set their level for each category by clicking on the menu and selecting their level from the drop down.
- Assign the pay level in the role of a shift by selecting the category
Adding Shifts
There are a multiple ways you can add shifts to your calendar.
Manually add a shift
Schedule > New Shift.
Or
Click on a date in the calendar to be automatically prompted to manually add a new shift. Simply complete all the information and then select save.
Copy an existing shift
Duplicate a shift already in the calendar by clicking on the shift options in the Calendar and selecting copy.
You can duplicate this shift multiple times by clicking the + icon under
Dates & Times
Grouping Shifts
1) Create a column in your Import spreadsheet named Group & give all the shifts you want grouped together the same group name.
2) From Calendar List View (Schedule > List View) select the shifts you want by clicking on ticks, then click Group
There are a couple of ways to group shifts in your calendar:
GROUPED SHIFT ATTACHMENTS
The Group Icon next to the trash is for sharing attachments within the grouped shifts.
Click to toggle on / off.
If a file is uploaded to a shift then it is just available in that one shift unless the icon is clicked, then it is available to all shifts in the group.
You can also group attachments within the shifts group so they appear under the Groups Attachment Tab.
Edit Multiple Shifts
You can edit multiple shifts at a time by using the Edit Shifts Tool.
1. View the Calendar in 'List' mode
2. Filter for your desired shifts.
3. Select all or highlight the individual shifts you wish to edit with the tick boxes.
4. Select Edit Selected
5. Make your changes.
6. Click Apply at the bottom of the page to save changes.
LIST SCHEDULE > EDIT SELECTED
Edit Shift Time
The Role Level should only be changed (by clicking on the role name to edit it) when there are multiple roles in the same shift that need different times
The Individual Level should only be changed when there are multiple models in the same role that need different times.
There are 3 levels of times:
1) Shift Level
2) Role Level
3) Individual Level
Locking Shifts
Shifts can be locked to prevent edits of the shift, role and staff details.
The lock icon is found in the top right corner of a shift.
If a shift is locked then you will not be able to edit it. The shift needs to be unlocked in order to be able to edit.
Note: If an owner user locks the shift, then only that owner user is able to unlock it.
PUBLISHING SHIFTS
Unpublished shifts do not appear in Staff Users calendar and cannot be viewed or applied for.
Published shifts will appear in Staff Users calendar and can be viewed and applied for.
The published icon is located next to the lock icon in the top right corner of the shift.
View a Shift
Click on a shift in your calendar to view the events information.
If you cannot edit a shift, check the lock icon to see if it has been locked by another Admin User.
Confirming Applicants
Once you have applicants for your event, you can confirm which staff you wish you book.
Applicant Options:
SELECTING Staff
You can also select staff onto shifts without needing them to apply or reconfirm the shift.
This is especially handy for staff booked onto shifts via phone communication.
1. Open up both the Shift.
2. Click the 3 dot menu then click "Select Staff"
3. Find the selected staff member in Users.
3. Select staff by clicking the ‘Selected' icon.
Follow these steps to confirm staff straight away:
1. In the shift, right click on the selected staff member’s picture
2. Select ‘change status’
3. Set status to ‘confirmed’
SELECTING Staff
1. Open up both the Shift and Users page so both tabs appear in the top bar.
2. Find the selected staff member in Users,
drag their photo and drop it onto the shift tab.
3. Select staff by clicking the ‘+’ icon.
4. Press escape to close the dialogue
Follow these steps to confirm staff straight away:
1. In the shift, right click on the selected staff member’s picture
2. Select ‘change status’
3. Set status to ‘confirmed’
You can also book staff onto shifts by dragging and dropping them from the user database.
AVAILABLE SHIFTS EMAIL
When shifts are added to your system, an automatic email is generated to all eligible staff to let them know!
The email template can be customised from Settings > Templates > Email > Template "Available Shifts Auto Email".
Please note: Only the text above and below the table of roles that can be customised. You can disable this feature by making the email template inactive.
The email is personalised for every staff, so they only receive roles they meet all the requirements for, and the pay rate is what they will see when they look at the shift online (taking into account pay levels).
Staff have the option to turn off this email in their profile settings
It has a delay (changeable from settings -> scheduling -> shifts automatic email) of 1 hour after the last edit in order to combine shifts into 1 email. For example: if a shift is published now and then another shift half an hour later, the email will send 1.5 hours from now (1 hour after the last shift published) and will contain both shifts.
Shifts are ordered in the email according to date, group and optionally a tracking category that is visible to staff.
Group takes precedence over tracking category - eg if a group has 3 shifts those 3 will display together. If individual shifts have the same tracking category eg Campaign set as CokeZero then those shifts will also display as if they were in a CokeZero group even though they are not grouped. thats just for layout purposes
INVITE Staff
- Click the 3 dot menu of the role within the shift and select Invite Users.
- The system will automatically filter via the role requirements set already, but you can also add in other filters by typing them into the search bar.
- To invite everyone, click the All button.
- To invite a select few, click on the individual users to highlight them in blue or click the tick to select them all in bulk and then click the Selected button to invite them to apply for the shift.
- An email and push notification will be automatically generated to alert staff they can apply.
- They will then appear under Invited tab so you can keep track of who you have invited!
Still don't have enough applicants to fill your shift? No problem! Send out an invitation to staff to alert them of a specific shift and encourage them to apply!
Staff Check In
Staff can check-in to shifts to indicate that they have arrived
They do this by clicking a ‘Check In’ button on a shift, which will be available from the time you set in your check in settings, before their start time until their end time.
Location tracking must be allowed in users’ browser settings for this to work. Those who do not allow StaffConnect access to their location will not be able to check in and will see an error message should they try.
Staff can checkin from 2 hours before start time (This is changeable in Settings) and they must be less than 1 km from the location by GPS. If they are too far away or their location is not detected then their status goes to 'Check in Attempted' instead of 'Checked In'. They can still upload a check in photo - so the admin knows they tried to checkin but perhaps had GPS problems.
You can view their check in location and photo under the Maps tab of the shift.
Staff Check OUT
They do this by clicking a ‘Check Out’ button on a shift, which will be available once they have Checked In.
Staff can check-out of shifts to indicate that they have left
Location tracking must be allowed in users’ browser settings for this to work. Those who do not allow StaffConnect access to their location will not be able to check in and will see an error message should they try.
To Check out, they must be less than 1 km from the location by GPS. If they are too far away or their location is not detected then their status goes to 'Check Out Attempted' instead of 'Checked Out'. They can still upload a check in photo - so the Admin knows they tried to check out but perhaps had GPS problems.
You can view their check out location and photo under the Maps tab of the shift.
Check in and out times will also be displayed on the shift info itself.
Leader Check In/Out Team
Staff can be assigned as a “Leader” by right clicking on them in a shift and selecting ‘Toggle Leader’.
Once assigned, the leader icon appears next to their picture.
When a leader checks in or out of a shift they have the option to check in or out for others, and optionally specify each individual’s time:
You can allow one (or more) staff within a shift to check others in the shift in and out.
Check in time and details will be logged in the shift history, and the same restrictions apply –
the Leader must be within the specified distance to the shift address and must be within the check in time window
This feature is currently only available through the StaffConnect App.
Complete a Shift
Once staff complete their shift, they will need to log in to StaffConnect to mark their shift as complete.
If required, claim any expenses and upload receipts by clicking the Expense tab and then the + icon.
Upload and required files by going to the
Reports & Uploads tab.
This could be photos or documents.
Click the grey Complete to access any Surveys and see how many uploads are required.
Click on the Survey Title to access and complete the Survey. You cannot mark complete until your Survey is completed in full.
Click the Blue Complete. This will complete your shift and enable you to invoice for this shift if that is required.
Shift History
You can easily view a shift's history under the shifts Activity Tab.
Click on the activity to expand it for more information on the action.
Reports & Uploads
Create a Quiz
To create a Quiz:
• Under the Reports & Uploads tab on the home page, Select Quizzes
• Click the + icon to create a new Quiz
• Add your Title and Description
• Click on elements under the Toolbox section to add them to your report
• Edit the elements by clicking the text you wish to edit.
• To preview, click Test Survey
• To save, click Save Survey
To be able to score your quiz, make sure you add in the correct answers in the CorrectAnswers area which is located in the box to the right.
REPORTS & UPLOADS > Quizzes
You can have staff complete a Quiz before a shift and have their score rated.
Add Quiz to SHIFT
Quizzes must be assigned to a Role in order to be completed.
You can add a Quiz to an individual event by editing the Role within the shift.
Follow the Edit Multiple Shifts instructions to assign Quizzes to multiple roles / shifts
Quizzes must be assigned as a Role Requirement
Create a SURVEY
To create a Survey:
• Under the Reports & Uploads tab on the home page, Select Surveys
• Click the + icon to create a new Survey
• Add your Title and Description
• Click on elements under the Toolbox section to add them to your report
• Edit the elements by clicking the text you wish to edit.
• To preview, click Test Survey
• To save, click Save Survey
Only qualitative data or short answers from checkboxes will work for automatic graphing purposes.
For longer answers, your data will still all turn up in an excel format but will not work in the automatic summarising
REPORTS & UPLOADS > SURVEYS
A survey is the report that can be completed after the shift has occurred.
Add SURVEY to SHIFT
Surveys must be assigned to a Role in order to be completed.
You can add a survey to an individual event by editing the Role within the shift.
Follow the Edit Multiple Shifts instructions to assign surveys to multiple roles / shifts
Approving Reports for Clients
Reports can be reviewed and approved before your clients can access them.
1. Go to Reports & Uploads > File Manager
2. Filter for your Reports and/or Uploads
3. Click on a Report to open and review it
4. Check the Approved for Client toggle to Approve client access
You can Approve or Unapprove in bulk by selecting those you wish to approve and clicking the Approve Selected icon.
Export Reports
You can export your Reports and Uploads in excel format.
REPORTS & UPLOADS
1. Go to Reports & Uploads > File Manager
2. Filter for your Reports and/or Uploads
3. Select the Reports/Uploads that you wish to dowload.
4. Select Download
Tip: Hold down CTRL on your keyboard when clicking on reports or uploads to select multiple, or use the tick icons located under the date filter to easily select all or toggle your selection.
Export Reports & SCHEDULE
You can export your Schedule and Reports in Excel Format.
To export: Go to Export Shifts under the Schedule tab.
Use the filters to export the exact info you need.
In excel, your reports can be found on the second tab located at the bottom left if you check the export reports button.
SCHEDULE > EXPORT SHIFTS
PRESENTATIONS
CARD Templates
The individual user's Card template is customisable so you can tailor your staff contact cards to suit your clients requirements.
You can create as many Card Templates as you like.
To customise your Card Templates go to: Users > Cards > Card Template > Click the pencil to edit or the plus to add.
This is an advanced feature so please contact support@staffconnect.net if you require help to customise your template.
PRESENTATION Templates
Your presentations are also customisable so you can tailor your presentations to your clients requirements.
You can create as many Presentation Templates as you like.
To customise your Presentation Template go to: Users > Presentations > Presentation Template
> Click the pencil to edit or the Blue Plus to add a new template.
This is an advanced feature so please contact support@staffconnect.net if you require further help to customize your template.
Presentations
To create a presentation, select Users > Presentations.
To create a presentation:
Please chat to us if you need assistance with customising your card templates for your presentations.
1. Users > Presentations
2. Click the Blue Plus symbol to create a new presentation and add the presentation's name.
3. Add your title, any into or outro text if you need, and select the card and presentation templates you wish to use to present your talent.
3. In your user database, add the users that you wish to be part of your presentation by highlighting them and selecting Add to Presentation and then selecting the presentations name.
4. View the presentation by selecting view at the top of the presentation, under the title.
5. You can send to clients by sending them the link to the presentation after you have selected view.
Photo & VIDEO TAGS
You can assign your talents photos and videos to a category by clicking the tag icon at the bottom of the photo.
Assigning photos to a photo tag will ensure that only photos within that tag are sent to your client via the card template, keeping everything consistent.
You can also use tags to filter for photos within a persons profile. Just click on the category to view which photos are filed under it.
To add a new tag: click the tag icon on the photo, type in the tag title and press enter so it turns grey.
PAYROLL
Invoicing
If you require your staff to invoice you, you can use your system to manage your invoices.
Navigate to Payroll from the menu to view invoices
To have staff generate their own invoices: turn this on by going to Settings > Staff Invoices.
You can also give individual Users permission to invoice or not by going into their
Profile > Settings > Permissions > Check/Uncheck Generate Invoices.
GENERATE PAYROLL
You can generate invoices or timesheets on behalf of your Staff Users.
1. Navigate to Payroll > Generate Payroll
2. Use the filters to select the time period you wish to generate and the type of payroll you wish to create, ie: timesheet
3. Click Generate
4. Click save
5. Your generated payroll when then appear under payroll to be processed.
PAYROLL > GENERATE PAYROLL
PAYROLL STATUSES
Unpaid: An invoice or timesheet has been generated by staff or admin user.
Rejected: An invoice generated by a staff user can be rejected with a reason added that will be sent to the user
Approved: An Admin can mark an Invoice or Timesheet as Approved if the approved status option is enabled in Settings > System > Payroll.
Processing: An Admin can mark an Invoice or Timesheet as Processing to indicate to staff their pay is being processed.
If Xero is enabled, selecting "Send to Xero" on an invoice results in this status.
If Xero Payroll or WorkMarket is enabled then the status is immediately set to Processing as it is immediately sent to Xero or WorkMarket respectively.
Paid: An admin user can select Pay to directly pay talent from the system if XTRM is enabled, or Record Payment to mark the invoice or timesheet as having been paid.
Staff Expenses
You can set this limit within the role of a shift.
Should staff try to claim expenses greater than the limit they will see an error message and will not be able to mark the shift complete till the expenses are reduced.
You can set up your expense categories and choose if a receipt is required to be uploaded in your settings: Settings > > System > Expenses.
You can ensure staff cannot claim expenses totalling more than a set limit.
The receipt icon on a shift in your calendar indicates any unapproved or unrejected staff expenses that need your attention, or they will appear in yellow on the staff invoice.
View an Invoice
Once an invoice or timesheet is created, you can view it by clicking the ID.
- The status of your invoice will be displayed in the top right corner of the invoice.
- Click on an invoice/timesheet number to view the details of that invoice/timesheet.
- You can choose to Record the payment (which changes the status to Paid), Send to Xero, Pay via Xtrm or Reject the Invoice.
- Or you can also make these choices from the payroll table by selecting Actions.
Reject Invoice
To reject an invoice, simply click reject and enter your reason. Staff will then be prompted to review the changes required and resubmit their invoice.
Download Payroll
1. Filter for your desired shifts.
2. Select all or highlight the individual shifts you wish to download.
3. Select Download.
4. You can then add any user information you need exported with the invoice.
5. Select Export
You can easily download payroll in Excel format.
If you require your invoices in PDF format:
1. Select all or hightlight the shifts you wish to download
2. Select Open
3. Right click and select Print
4. Select Open as PDF
COMMUNICATION
You can use StaffConnect to send Emails to your users.
1) Go to Users > New Message
2) Type in the email address you want to email, or use the filters to send emails to everyone that meets that criteria.
3) Choose which email you want the email to be sent from. Any replies will be directed back to that email.
4) Choose if you want to generate one of your own email templates.
5) Add your subject line and attach any attachments.
6) To edit your email text, simply highlight for the edit tool bar to pop up.
7) Once you are happy with your email, click Send!
USERS > NEW MESSAGE
EMAIL TEMPLATES
You can customise your system email templates by going to Settings > Templates > Email.
You can also create your very own email templates by clicking New Template!
To open the edit toolbar, simply highlight text within your email for it to automatically pop up.
SETTINGS > TEMPLATES > EMAIL
SMS
For USA or Canada: You'll need to buy a virtual SMS number for each admin who wants to send and receive SMS. Then on the settings tab of each Admin's profile > Nexmo tab > Enter the Nexmo virtual number you have purchased. Each Admin who wants to be able to send and receive needs a unique number.
Leave the "Company From No" area blank in StaffConnects SMS Settings, unless you want the option for all admins to send for this shared company number and not have replies received.
Lastly, on your Nexmo Account Settings page, under your profile API settings you'll need to add the inbound messages URL as https://api.{your system name}.staffconnect-app.com/nexmo/incoming and http method to post.
Replies to SMSes will appear in the chat area & you'll receive a push notification if you have the app.
To activate SMS on your system:
1) Create an account with Nexmo (www.nexmo.com) and enable auto-reload on it (it's a prepaid account). Their prices are listed on their website.
2) Enter in your Nexmo account details to StaffConnect - Settings > System > SMS Settings (key and secret).
SETTINGS > SYSTEM > SMS
You can send SMSes the same way you send emails - just change the toggle to SMS.
For other countries: You just need to input any number or text string up to 11 characters into the "Company From No" SMS settings area in StaffConnect.
Replies will go directly to the mobile number entered on your profile as long as you send the SMS with your number selected in the 'from' field of the message composer.
APP
APP
StaffConnect also has a supporting App that is available for both iOS and Andriod devices.
Login Page
*App is at an additional cost and not including in our standard pricing plans.
Menu Tab
Calendar
User Database
Live Chat
We are able to create your Android App for you.
For iOS, Apple requires our clients to create their own
Apple Developer Programmer Account.
Updates & Support
System Updates
You can view our Updates and changelog page here:
http://updates.staffconnect.net
Everytime a new feature is added or something is changed, it will be accompanied by a post to the update page, so please check it out if you notice something new on your system and are unsure what it does.
All system updates and features are listed online so you can view at your convenience.
Click here to report a bug or issue
Click here to request a new feature
For additional technical support, please contact support@staffconnect.net.
Staffconnect
V4 Admin Quick Start Guide
By staffconnect
V4 Admin Quick Start Guide
StaffConnect V4 Admin Quick Start Guide
