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Web portal overview for staff

Web portal, Staff, Employees

Updated over 8 months ago

This article will give you an overview of the web portal for employees.

1. Web Portal Overview:

The web portal allows the employees to manage their work-related information, e.g.:

  • Update their personal information, qualifications, bank account details, etc.

  • View their work schedule, timesheets, and the details of upcoming shifts

  • Apply for available shifts

  • Clock in and out of work

  • Request absences and unavailability.

Note that some of the functions might be disabled by your employer, depending on their administration setup and work processes. For more information, please contact your employer directly.

Depending on the settings applied by your employer, you will find the main menu of the web portal on the top bar or in the left sidebar and the information section (notifications and messages) in the top-right corner of the page.

2. Managing profile

Your profile contains your personal, professional, and educational information. To access your profile, click on your username or profile icon and go to “my profile” from the dropdown user menu.

Go to your desired section and fill it with the relevant details. Don’t forget to save your changes, before moving to the next section.

3. Schedule

The first item you see in the main menu is Schedule. There are two ways to view the schedule, list, and calendar.

The list shows you the tags which help you understand the type and state of the shift. These include Open, Awaiting Confirmation, Requested, Confirmed, Completed, Active, Approved and Invoiced.

In the calendar view, however, the shifts are colour-coded. See Shift Status to know what each colour represents.

4. Timesheets

Timesheets are record sheets of your completed shifts, where you can see the details of your earnings and whether your timesheet is approved.

Hover over “Schedule”, and click “Timesheet” to view your timesheets. You can see rates and hours for individual shifts, as well as the total payout for a week.

5. Absence and Unavailability

Absences are paid leaves. Depending on the agency policy, you will get a certain number of leaves annually. Leaves are subject to approval from the manager. The Manager can either accept or reject it. You cannot add a leave if a shift exists at that date.

Unavailability gives you the ability to announce that you prefer not to work on specific dates. It can be added in a recurring scenario or a one-off event.

Unavailability does not require manager approval. When your manager is adding a new shift, they will know that you are unavailable, but they can override unavailability and add a shift. You will get a notification.

6. Messages

The messaging function can be found by clicking on the chat icon in the top-right corner of the screen:

It allows you to view messages you've received and reply to messages. The icon will have a red number next to it if you have any unread messages. You can add anyone and chat.

7. Notifications

The notifications can be found by clicking on the bell icon in the top-right corner of the screen:

It will show notifications about new shifts that have been assigned to you, shift cancellations etc. The icon will have a red number next to it if you have any unread notifications.

If you are experiencing any problems with the web portal, you should first contact your employer directly.

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