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Getting Started

When you start using Workstaff as an employer, there are some key steps to create the structure that will allow you to use the platform effectively.

Configuring Settings and Customizations

Configuring and customizing your settings is one of the first things you will need to do as it allows you to define the basics of your organization and to create skills and custom fields that will allow you to manage your staff and calendar with ease.

Creating Staff Profiles

Creating your staff profiles is a critical step as it allows you to assign staff to different shifts and gives your staff the opportunity to log in to the mobile app and apply to shifts you’ve published offers for, view their schedule, and clock in and out of shifts.

Creating Events

Creating projects establishes a base that you can then complete with shifts and build up your schedule.

Adding Shifts

Creating shifts allows you to detail your needs in terms of positions and workers for each event.

Publishing Shifts

Workstaff allows you to publish offers for shifts that you wish to fill. Your staff will then be able to apply for these shifts and you will be able to choose from a list of candidates to fill the positions.

Booking Staff

Once you have created shifts, you can book staff in the following ways:

  1. From the list of candidates who have applied for these shifts
  2. From the list of staff suggestions provided by Workstaff
  3. From your entire staff list Once your staff is assigned to a shift, they will be notified on the mobile app.