How to switch to Neo in 5 steps
Upgrading to Quinyx Neo is easier than you think. Neo doesn’t require reimplementation or complex configuration and it does not impose any additional license costs. All your existing employees, shifts, time punches, absences etc. are already waiting for you in Neo. You are just a few steps away from getting up and running.
Here we have created a short guide for you to get started with Neo in only 5 steps.
Preparations and setup
Make sure you have the right permissions in Neo to make any necessary adjustments. If you are a superuser in Classic, contact Quinyx support and ask them to make sure you are a superuser (Account Owner in Neo).
Now you are ready to continue and set up access rights in Neo!
Verifying roles and access rights
The management of roles and access rights is a bit different in Neo.
You need to make sure everyone in your organisation has the appropriate permissions in Neo by assigning them the right role in Access Rights before you invite colleagues to use it more broadly.
Webinar training for superusers
Now that you have verified and adjusted your organisation's access rights, you need to understand how Neo works and how to work in Neo. Start by watching a short video which introduces you to the basic functionality in Neo regarding People, Schedule, Time and Analytics.
Training for Local Managers
We would encourage you to share our introductory videos with your local managers and/or hold a training session for them yourself. As soon as you have done this, your team is ready to start using Neo for their daily scheduling needs.
From now on your team has no excuse to go back to Classic :) If you want to hide/turn off tabs in Classic to prevent them from using it, let us know and we can help you.