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 +4
54 articles in this collection
Written by George Campbell-Collins, Elizabeth Gunn, Iwona Jakobczyk and 4 others
Managing Workers

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

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

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

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

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 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

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