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 +3
46 articles in this collection
Written by George Campbell-Collins, Elizabeth Gunn, Iwona Jakobczyk and 3 others
Planning Shifts

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

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

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 Shift 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

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

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