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Use the schedule board to monitor coverage during the week
Use the schedule board as a live manager view for coverage, not only as a one-time publishing surface.
Build and publish a weekly schedule
Review the live week, build the next week in the editor, and publish shifts so staff can see the final schedule.
Submit and approve leave requests
Use one leave page for the full time-off flow: submit requests, track status, and approve or deny requests for your team.
Manage timeclock devices and replace a bad tablet
Use the timeclock admin page to monitor devices, create a new setup code, and replace a failing tablet without confusing staff.
Reconcile statements and resolve exceptions
Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.
Create automation rules for repeat document posting
Use automation rules when the same document pattern keeps showing up and the posting logic should not be rebuilt by hand every time.