Inside glossary of common terms

These are the terms you'll see most often in Inside and in these guides.

Organisation and people

Outlet: a location, venue or department that has its own team and schedule.
Role: the job a person performs on a shift, such as server or supervisor. Roles control which shifts someone can be assigned to.
Employment type: a category such as full-time, part-time or casual, used for rules, pay and reporting.
Access preset: a set of permissions that controls what a user can see and do in Inside. Access presets are separate from work roles.
Borrowing: temporarily scheduling someone from another outlet, as opposed to giving them a permanent additional outlet.

Shift code: a reusable definition of a shift's timing, eligible role and break.
Base Manning: rules that convert expected demand for a service period into the number of people needed per role and shift code.
Template: a saved roster pattern you can apply to a week as a starting point.
Draft: schedule changes that are saved but not yet visible to employees.
Publish: making the schedule visible to employees. Publishing may send notifications.
Smart Fill: an automated assignment run that fills prepared shifts with eligible people according to your settings.
Auto Rest/Off: automatically drafts rest and off days. These are not approved leave.

Clock in / clock out: recording when work starts and ends, using the method your organisation has set up.
Timesheet: the record of time worked for a shift, which a manager reviews and confirms.
Auto-Match: matches clock times to planned shift times when they fall within your tolerance settings.
Settled timesheet: a timesheet that has been processed. Changes are made with an Adjust action rather than by editing.
Claim: a reimbursement request, such as for a transport expense.
Allowance: an additional payment linked to a shift, date or employment type.
Pay group / pay run: pay groups define who is paid on which cycle; a pay run is one payroll period's calculation for that group.

Casual request: a request for one or more casual workers for a role, date and time.
Source: where casual workers come from, such as your internal casual pool or an agency.
Allocation: whether a request is open to all sources, reserved for some first, or exclusive to one.
Offer: a casual worker's availability for a shift. An offer is not an assignment until it's accepted.