I'm an Agency user

Here you'll find support on the features and screens on the JoinedUp platform to manage your workers and clients

George Campbell-Collins avatar Elizabeth Gunn avatar Iwona Jakobczyk avatar +5
57 articles in this collection
Written by George Campbell-Collins, Elizabeth Gunn, Iwona Jakobczyk and 5 others
Managing Workers

Adding a worker profile

I want to create a new profile for a candidate
Iwona Jakobczyk avatar
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.
Lanique Hall avatar
Written by Lanique Hall
Updated over a week ago

Agency Worker Regulations Breakdown

A breakdown of your workers AWR record
Rhiannon Mathews avatar
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
Alex Plant avatar
Written by Alex Plant
Updated over a week ago

Validate your worker profiles

How to validate your worker profiles
Iwona Jakobczyk avatar
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
Rhiannon Mathews avatar
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
Elizabeth Gunn avatar
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
Elizabeth Gunn avatar
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
Iwona Jakobczyk avatar
Written by Iwona Jakobczyk
Updated over a week ago

AWR Clock/Length of Service

Pre or Post-Parity status and their designated rates
Tom Caban avatar
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
Elizabeth Gunn avatar
Written by Elizabeth Gunn
Updated over a week ago
Planning Shifts

Bookings Overview screen

How to navigate around the Bookings Overview screen
Alex Plant avatar
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
Alex Plant avatar
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
Alex Plant avatar
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
Tom Caban avatar
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
D
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
Tom Caban avatar
Written by Tom Caban
Updated over a week ago

Shifthopper Menu

A handy context menu on the on site planning screen.
Tom Caban avatar
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
Tom Caban avatar
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.
Tom Caban avatar
Written by Tom Caban
Updated over a week ago

Shift Patterns

How to set a shift pattern for your workers
Tom Caban avatar
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
Iwona Jakobczyk avatar
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.
Elizabeth Gunn avatar
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
Elizabeth Gunn avatar
Written by Elizabeth Gunn
Updated over a week ago

Shift Auto-creation

How to setup and switch on auto-creation of shifts on JoinedUp
Tom Caban avatar
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
George Campbell-Collins avatar
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
Elizabeth Gunn avatar
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
Iwona Jakobczyk avatar
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
Elizabeth Gunn avatar
Written by Elizabeth Gunn
Updated over a week ago

How to add a worker to unfilled shifts

George Campbell-Collins avatar
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
Elizabeth Gunn avatar
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
Iwona Jakobczyk avatar
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
Elizabeth Gunn avatar
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.
Elizabeth Gunn avatar
Written by Elizabeth Gunn
Updated over a week ago