Management Portal
How do I configure and manage the operation?
For organisation admins, HR, outlet managers, schedulers and finance · 84 items in 14 topics
Topics
Navigation and access
Find your way around the Management Portal and understand why some menus are hidden.
Open Navigation and accessOrganisation setup
Set up your organisation's structure, localisation, employment types and access presets.
- Control what users can access with permission presets
- Set up departments, outlets and cost centres
- Set up employment types
Employees
Add, update, import, assign and offboard employees in Employee Hub.
- Add an employee in Employee Hub
- Add an employee to another outlet
- Give an employee more than one work role
Outlet setup
Prepare an outlet for scheduling: hours, roster mode, shift codes and team.
All 5 in Outlet setupOutlet policies and automation
Leave and off rules, attendance, timesheet tolerance, work hours, borrowing and autoruns.
- Choose which outlets you can borrow staff from
- Schedule automatic roster runs (Autoruns)
- Set attendance and clock-in rules
Demand and Base Manning
Turn expected demand into staffing requirements with Base Manning and outlet demand.
Open Demand and Base ManningBuilding the schedule
Build a weekly schedule with templates, shifts, assignments, borrowing and Smart Fill.
All 11 in Building the scheduleBalance and publish
Balance rest and off days, copy rosters and publish the schedule to your team.
- Check coverage and budget before publishing
- Draft rest and off days with Auto Rest/Off
- Move shifts and copy a roster to another week
Requests and approvals
Set approval rules and decide leave, off and other requests.
All 3 in Requests and approvalsAttendance and timesheets
Review attendance, match and confirm timesheets, and correct settled records.
- Add a timesheet entry for a missing day
- Adjust a settled timesheet
- Approve a timesheet modification request
Claims and allowances
Set up claim and allowance types and record, review or remove claims and allowances.
- Add a pre-approved claim from the day drawer
- Apply for a claim on the web
- Assign an allowance to a day or shift
Payroll
Pay groups, pay runs, line items, approvals, submission and payroll reports.
All 14 in PayrollStatistics and reports
Analyse labour data in Statistics and generate reports and exports.
All 3 in Statistics and reportsAcademy and Newsfeed
Training content in Academy and team updates in Newsfeed.
Open Academy and Newsfeed
Questions
- Can I permanently delete an employee?FAQNo. Offboard them instead so their history is kept.
- Does Inside enforce the allowance cap per pay cycle?FAQNot at the moment. Check allowance totals in payroll.
- Does submitting a pay run pay my employees?FAQNo. Submission locks the run in Inside; you still make the payment through your bank.
- I approved a request. Why is it still pending?FAQYour approval may be the first of several levels.
- What's the difference between a claim and an allowance?FAQA claim reimburses a cost someone paid. An allowance is an extra payment for the work itself.
- What's the difference between a permission preset and a work role?FAQPermission presets control what someone can do in Inside. Work roles control which shifts they can work.
- What's the difference between saving as draft and publishing?FAQDrafts are hidden from employees. Publishing makes shifts visible and may notify them.
- Where is Export Manager?FAQExport Manager is the older name for Reports & Data Exchange.