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Tabs on JoinedUp

An Overview of tabs on JoinedUp with their functionalities

Written by Iwona Jakobczyk
Updated over a week ago

Adding or deleting users

I need to add or remove users to my team

Written by Alex Plant
Updated over a week ago

Adding sites - agency view

How to add new sites for your clients

Written by Alex Plant
Updated over a week ago

Company Codes

How do I add new codes to the system

Written by Elizabeth Gunn
Updated over a week ago

Adding a worker profile

I want to create a new profile for a candidate

Written by Iwona Jakobczyk
Updated over a week ago

Inviting existing workers

How to invite a candidate who already has a JU profile, onto your organisation.

Written by Lanique Hall
Updated over a week ago

Agency Worker Regulations Breakdown

A breakdown of your workers AWR record

Written by Rhiannon Mathews
Updated over a week ago

Updating my worker's availability: Branch tab

Set your workers as available and/or unavailable from the Branch tab

Written by Alex Plant
Updated over a week ago

Validate your worker profiles

How to validate your worker profiles

Written by Iwona Jakobczyk
Updated over a week ago

Adding AWR record to workers profile

When setting up a workers profile, you want to add their AWR record

Written by Rhiannon Mathews
Updated over a week ago

Updating my worker's availability: On-Site tab

Set your workers as available and/or unavailable from the On-Site tab

Written by Elizabeth Gunn
Updated over a week ago

Link or unlink a worker to a branch (branch only)

This article shows you how to add and remove a worker on the branch planning screen

Written by Elizabeth Gunn
Updated over a week ago

Changing a worker's e-mail address

How to change the e-mail address of an agency worker

Written by Iwona Jakobczyk
Updated over a week ago

AWR Clock/Length of Service

Pre or Post-Parity status and their designated rates

Written by Tom Caban
Updated over a week ago

Adding a worker to your plan (onsite only)

To add your worker to your onsite plan so that they are seen on the allocation screen they will need to be linked to a shift template

Written by Elizabeth Gunn
Updated over a week ago

Bookings Overview screen

How to navigate around the Bookings Overview screen

Written by Alex Plant
Updated over a week ago

Creating Reporting groups

How to create a group of sites, clients, branches or shift templates for reporting purposes

Written by Alex Plant
Updated over a week ago

Adding a new branch

I need a new branch to link sites, workers or users to

Written by Alex Plant
Updated over a week ago

Linking a Worker to a Branch

Link a worker to your Branch on your planning screen

Written by Tom Caban
Updated over a week ago

Managing changing requirements using Post Shifts and Order Types

Post Shifts allows clients to post their own bookings, while Order Types help agencies to manage fill rate expectations with customers

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Written by David Jarvis aka DJ
Updated over a week ago

Linking and Unlinking Sites to Branches

Link a Site to a Branch on your Allocation screen

Written by Tom Caban
Updated over a week ago

Shifthopper Menu

A handy context menu on the on site planning screen.

Written by Tom Caban
Updated over a week ago

Allocation Wizard

Automatically match shifts to large volumes of workers on the on site allocation screen

Written by Tom Caban
Updated over a week ago

Copying Shifts on the Branch Allocation Screen

Copy your shifts from one week to another on the Branch screen.

Written by Tom Caban
Updated over a week ago

Shift Patterns

How to set a shift pattern for your workers

Written by Tom Caban
Updated over a week ago

Change multiple planned start times (on-site)

You can change planned start times for multiple people on multiple dayes

Written by Iwona Jakobczyk
Updated over a week ago

Add a booking or create a shift (onsite only)

Ready to plan your workers? Here's how to book your shifts.

Written by Elizabeth Gunn
Updated over a week ago

Cancel multiple shifts

You can cancel all or multiple shifts from the on-site shift allocation page

Written by Elizabeth Gunn
Updated over a week ago

Shift Auto-creation

How to setup and switch on auto-creation of shifts on JoinedUp

Written by Tom Caban
Updated over a week ago

Deallocate a worker or cancel a shift

How to deallocate a worker booked on a shift or cancel a shift entirely

Written by George Campbell-Collins
Updated over a week ago

Pasting your requirement into the on-site plan

If your client sends you requirement by e-mail or spreadsheet you can paste this information into the plan as unfilled shifts

Written by Elizabeth Gunn
Updated over a week ago

Copy shifts to another week (on -site)

You can copy multiple shifts to another week from the on-site shift allocation page

Written by Iwona Jakobczyk
Updated over a week ago

Plan shifts for multiple workers (on-site)

Use the tick boxes to select workers and create a booking for them

Written by Elizabeth Gunn
Updated over a week ago

How to add a worker to unfilled shifts

Written by George Campbell-Collins
Updated over a week ago

Changing workers in a booking

You can amend planned workers from a booking by deallocating them from shifts

Written by Elizabeth Gunn
Updated over a week ago

Edit start times before publishing shifts(on- site)

You can easily edit start times of the shifts before publishing them from the on-site shift allocation page

Written by Iwona Jakobczyk
Updated over a week ago

Publish all your shifts

If you use the two step planning process you can now publish shifts in bulk

Written by Elizabeth Gunn
Updated over a week ago

Add a booking or create a shift (branch only)

When your clients call with a requirement they need filling how do you add this request to JoinedUp? Here we explain how to create bookings.

Written by Elizabeth Gunn
Updated over a week ago

Shift templates - Overtime

What are daily and weekly overtimes, and how do you apply them?

Written by Alex Plant
Updated over a week ago

Shift templates - Guarantees

What are guarantees and how do they work?

Written by Alex Plant
Updated over a week ago

Setting Up Bank Holiday Rates

Written by Iwona Jakobczyk
Updated over a week ago

Shift Templates - an Introduction

What is a shift template

Written by Tom Caban
Updated over a week ago

Creating a shift template

How to create a new Shift template (Job card, Booking card)

Written by Iwona Jakobczyk
Updated over a week ago

Cloning templates

How to clone templates within one site and across different sites

Written by George Campbell-Collins
Updated over a week ago

Editing shift templates

How to update rates or rate rules

Written by Tom Caban
Updated over a week ago

Setting up rate rules in the template

Set up the rules governing how rates are applied

Written by Iwona Jakobczyk
Updated over a week ago

Recording hours in batch

Add your start and stop times or total shift hours in bulk

Written by Elizabeth Gunn
Updated over a week ago

Navigating the Batch edit screen

Adding hours in bulk for shifts in the past

Written by Iwona Jakobczyk
Updated over a week ago

Batch edit start/stop times by timesheet

Bulk adding start and stop times/ adding total hours for historic shifts

Written by Iwona Jakobczyk
Updated over a week ago

Historic Adjustments

How to add retrospective adjustments to timesheets.

Written by Lanique Hall
Updated over a week ago

Query a shift and resolving a query

How to raise a query and resolve a query

Written by Iwona Jakobczyk
Updated over a week ago

Submitting Shifts

How to submit shifts for approval

Written by Tom Caban
Updated over a week ago

Finance - Statements

A section in the finance tab, where you can see and download a breakdown of your weekly costs

Written by Iwona Jakobczyk
Updated over a week ago

Send a text to a worker

How to send a text (SMS) to your workers

Written by Alex Plant
Updated over a week ago

Your inbox and sending messages

How to navigate around your inbox and send messages

Written by George Campbell-Collins
Updated over a week ago

Send a message to a worker or a client

How to send a message to your workers or your clients

Written by Iwona Jakobczyk
Updated over a week ago

Following a site / region

Receive notifications relating to the locations you look after

Written by Elizabeth Gunn
Updated over a week ago