Video tutorials

Updated 1 month ago by Leigh Hutchens

To help get you started, this set of short videos will help you maximize your Neo experience. Learn more about Roles and access rights, Organization, People, Base schedule, Roll out, Daily schedule management, Absence management, and Punches and attest.

Roles and Access Rights

Role management and access rights allow you to configure what your staff sees and does in Neo. You can define roles, levels, and permissions.

This is where you can:

  • Add/delete levels
  • Change level on roles
  • Add/edit/delete roles
  • Define permissions on feature groups for each role
  • Distribute roles under Organization

Find more information on Roles and Access rights HERE.

Organization

Using the company's organizational structure usually provides a good basis when setting up your configuration. However, it is not unusual that you will need to make some small changes to achieve the different permission levels in Quinyx that you want to have.

This is where you can:

  • Add or remove members from a group
  • Give access to various group levels
  • Set end dates for temporary roles

For more information on Organization click HERE.

People

Use the People tab to administer your staff members.

You can also:

  • View/add/edit/delete employee information
  • Add/edit/delete agreement templates and employment rate
  • Share employees to other units
  • Enable devices for mobile punching (under the Group Settings menu)

Find more information on People HERE.

Base Schedule

In Neo, you can use Base schedules to create a rolling schedule that follows the same pattern over a longer period of time. The 3 steps involved are Create, Roll out (activate)  and Publish (make visible to staff).

This is where you can:

  • Add/edit/delete base (rolling) schedule
  • Move/copy/delete employee shifts
  • View schedule statistics and variables for optimal staffing
  • Roll out the schedule and handle warnings

Find more information on Base Schedules HERE.

Roll Out

When you are happy with your base schedule, it's time to roll it out (activate it) so that the shifts appear in the schedule. To roll out, go to "Base Schedule" and click the "Roll out" in the top right-hand corner. This will bring out a side panel. In this side panel, you're able to select a from and to date to which the Base schedule should be applied.

This is where you can:

  • Roll out your base schedule and handle warnings
  • Continue rotation from a previous rollout
  • Roll out a base schedule over an absence

Read more information about rolling out your base schedule HERE.

Daily Schedule Management

Select the Schedule & Time tab to manage the schedule. This view provides comprehensive information about the schedule.

This is where you can:

  • View unassigned shifts and scheduled employees
  • View scheduled hours vs. contracted hours
  • Look at employee KPIs and time tracker balances
  • Add/copy/move shifts
  • View shifts and associated punches, notices of interest, and leave request
  • View schedule statistics and variables for optimal staffing
  • Publish the schedule to make it visible to the staff
  • Approve leave requests, add absences and attest worked hours.

Find more detailed information about Schedule & Time HERE.

Absence Management

You can manage absences a few different ways in Neo.

You can:

  • View view/approve leave applications in the schedule or the shift notification center
  • Manually add absences
  • View Time tracker balances
  • Choose absence schedule
  • Delete/unassign/reassign underlying shifts in the period

Learn more about absence management HERE.

Punches and Attest

All worked hours need to be attested (approved) in Neo. The process may vary, but all punches must be approved before they will be included in a salary file. 

You can:

  • View/edit/add/delete punches
  • See salary types associated with a shift
  • Change cost center and agreement information
  • Change overtime outcome
  • Split punches and correct breaks
  • Attest punches

Find more information HERE.


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