Setting-specific workflows

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Quinyx WFM Mobile v2.26

Version 0199 release highlights

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Q4 2024 release recap

Q2 2024 release recap

Q1 2024 release recap

Q4 2023 release recap

Q3 2023 Quinyx release recap

Q2 2023 Quinyx release recap

Q1 2023 Quinyx release recap

Q4 2022 Quinyx release recap

Quinyx WFM Mobile v2.31.1

Quinyx WFM Mobile 2.39

Quinyx WFM Mobile 2.38

Quinyx WFM Mobile 2.37

Quinyx WFM Mobile 2.36

Quinyx WFM Mobile 2.35

Quinyx WFM Mobile 2.34

Quinyx WFM Mobile 2.33

Quinyx WFM Mobile 2.32

Quinyx WFM Mobile v2.31.20

Quinyx WFM Mobile 2.31.30

Quinyx WFM Mobile v2.30

Quinyx WFM Mobile v2.29

Quinyx WFM Mobile v2.28

Quinyx WFM Mobile v2.27

Quinyx WFM Mobile v2.25

Quinyx WFM Mobile v2.24

Quinyx WFM Mobile v2.23

Quinyx WFM Mobile 3.40.2

Quinyx WFM Mobile 3.40

Quinyx WFM Mobile 3.39.1

Quinyx WFM Mobile 3.39

Quinyx WFM Mobile 3.38

Quinyx WFM Mobile 3.37

Quinyx WFM Mobile 3.36

Quinyx WFM Mobile 3.35.1

Quinyx WFM Mobile 3.35

Quinyx WFM Mobile 3.34.1

Quinyx WFM Mobile 3.34

Quinyx WFM Mobile 3.33

Quinyx WFM Mobile 3.32.1

Quinyx WFM Mobile 3.32

Quinyx WFM Mobile 3.31

Quinyx WFM Mobile 3.30.1

Quinyx WFM Mobile 3.30

Quinyx WFM Mobile 3.29

Quinyx WFM Mobile 3.36.1

Quinyx WFM Mobile 3.28.1

Quinyx WFM Mobile 3.28

Quinyx WFM Mobile 3.27

Quinyx WFM Mobile 3.26.1

Quinyx WFM Mobile 3.26

Quinyx WFM Mobile 3.25

Quinyx WFM Mobile 3.24

Quinyx WFM Mobile 3.23.1

Quinyx WFM Mobile 3.23

Quinyx WFM Mobile 3.22

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Quinyx WFM Mobile 3.20

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Quinyx WFM Mobile 3.18

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Quinyx WFM Mobile 3.16

Quinyx WFM Mobile 3.15

Quinyx WFM Mobile 3.14

Quinyx WFM Mobile 3.13

Quinyx WFM Mobile 3.12

Quinyx WFM Mobile 3.11

Quinyx WFM Mobile 3.10.1

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Quinyx WFM Mobile 3.8.4

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Quinyx WFM Mobile 3.2

Quinyx WFM Mobile 3.0.1

Quinyx WFM Mobile 3.1.1

Quinyx WFM Mobile 3.1

Quinyx WFM Mobile 3.0

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Q1 2023 Frontline Portal release recap

Q4 2022 Frontline Portal release recap

Q4 2024 - Leveraging customer insights: creating product content that resonates and engages

Q3 2024 - Ensuring evergreen content: Our journey to keeping product content for users fresh

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How to manage "korttidspermittering" in Quinyx

Quinyx Product Roadmap

Add a punch tutorial

Adding sections tutorial

Adding global Unsocial time periods (UT) tutorial

Adjust access rights for roles tutorial

Advanced Analytics tutorial

Approve open shift tutorial

Approve PTO tutorial

Audit logs tutorial

Auto Assign tutorial

Auto Schedule tutorial

Availability tutorial

Badge tutorial

Create an absence shift tutorial

Create a global bank holiday tutorial

Create a shared shift type tutorial

Create and revert payroll tutorial

Importing Bank holidays tutorial

Pause notifications tutorial

QClock tutorial

Quinyx Messenger tutorial

Quinyx Messenger Plus tutorial

Shift swap tutorial

Scheduling tutorial

Quinyx AI tutorial

Warehouse overtime management tutorial

Warehouse voluntary time off tutorial

Schedule statistics tutorial

Making absences count as worked hours

How to roll out your base schedule tutorial

Underlying shift on absences Tutorial

Creating skills and linking them to shifts and employees

Creating a skills template

Drag and drop shifts in Schedule view

Training videos - Configuration, Settings, Schedule & Time

Training video - Introduction on how to integrate with Quinyx

Video tutorials

Welcome to the Quinyx Learning Center

Quinyx features

FAQ Glossary

Quinyx general usage FAQ

Agreement templates FAQ

Absence FAQ

Absence auto attest FAQ

Absence schedule FAQ

Attest FAQ

Audit logs FAQ

Auto logout FAQ

Availability FAQ

Bank holidays FAQ

Base schedule FAQ

Colors FAQ

Dashboard FAQ

Daylight Saving Time FAQ

Defect management FAQ

Documents FAQ

Dutch vacation configuration FAQ

Email FAQ

E-signature (Scrive) FAQ

Group management FAQ

Integrations FAQ

Integration key FAQ

Labor configuration rounding options FAQ

Languages FAQ

Meal breaks FAQ

Organization FAQ

People FAQ

Overtime FAQ

Punches FAQ

Qmail FAQ

Quinyx and Insights FAQ

Reports FAQ

Roles and access rights FAQ

Scheduling FAQ

Single Sign On FAQ

Shifts and shift types FAQ

Statistics FAQ

Tags FAQ

Transfer to payroll FAQ

Unavailability FAQ

Weekly rest defined on an employee agreement FAQ

Why does a Time Tracker balance change without transactions?

Webpunch FAQ

What's included in the release candidate copy?

Notice of Interest End of Life FAQ

Split punch behavior for unplanned tasks FAQ

What is Workforce Management (WFM)?

New to Quinyx WFM? Start here!

What is Quinyx and how can it help you?

Navigate in Quinyx

Quinyx WFM system requirements

What should superusers know?

Accessing Frontline Portal directly from Quinyx's unified interface

Logging in

Single Sign On Basics

SSO configuration using Azure

How to move to a new SSO

Azure SSO SAML configuration

SSO provider deep link

Intercom

Multifactor Authentication

Time format

Daybreak

Time Trackers: Set up stop to prevent granting more absence hours/days than accrued

Start your configuration experience here

Setting up a new customer in Quinyx

Working with roles and access rights

Working with mobile app and staff portal access rights

Working with units

Working with an organizational structure

Working with cost bearers

Working with salary types

View, add, and edit salary types

Working with absence reason types

Working with absence types

Working with absence schedules

Working with Overtime methods

Working with Time Trackers

View, add, and delete Time Trackers

Working with standard overtime periods

Working with standard unsocial time periods

Working with agreement templates

Working with warnings and time settings

Working with skills

Working with shift types

Working with districts

Working with sections

Working with tags

Working with bank holidays

Working with Scrive/E-signing

Compensation rules

Eligibility rules

Accepted file formats

Deep linking to mobile tabs

Changing payroll solution

Access rights introduction

Account settings

Organization

Role management

Group management

Permissions

Mobile and staff portal permissions

Mobile and staff portal permissions - detailed information

Integrations/locked fields

Integrations credentials

Integrations API-keys

Unit groups

Devices

Additional fields

Create an Agreement template

Agreement templates - Salary

Agreement templates - Working hours and periods

Agreement templates - Rules for hours

Agreement templates - Time

Agreement templates - Unsocial and overtime periods

Agreement templates - Monthly nominal hours per year

Agreement templates - E-signing

Agreement templates - Mobile punch flow

Time Tracker association

Agreement templates - Bank holidays

Agreement templates - Absence types

Agreement templates - Salary types

Agreement templates - Meal break premiums

Salary types generated from overtime methods

Consecutive OT calculation functionality

Salary types

Time Trackers

Warnings

Time settings

Overtime methods

Overtime periods

Unsocial time periods

Bank holidays

Availability - Configuration

Auto lock & Reminders

Premium payments for meal breaks

Meal breaks

Meal breaks - One time waiver

Swedish "Karensavdrag"

Add, edit, and delete absence schedules

Absence settings

OpenID Single Sign On

SAML Single Sign On

Shift types

Update shift types

Manual rules on shifts

Shift type categories

Break calculation rules

Shift types color palette

Skills

Skill categories

Skill templates

Webpunch login URLs

Webpunch settings

Troubleshoot Webpunch login issues

Introduction - Collaboration groups for AIO FLP

How to set up a Collaboration group hierarchy

Add, edit, and use group type labels for your Collaboration groups

Working with Associated groups vs Associated employees

Working with Domo Embed ID in your Collaboration group

Collaboration groups FAQ

Moving Collaboration Groups

Frontline Portal settings

Mobile and Global Account settings

Reminders

How to configure reminders

Branding the navigation bar

PDF Forms

Tags overview

Tag categories

Tags and tag content

Tags follow up view

Example use cases for tags

Connect tags to shift types and tasks

View, add, edit, and archive projects

View, add, edit, and archive cost centers

Audit logs (current)

Audit logs (old)

Audit logs - Shifts

Audit logs - Shift unassignment

Audit logs - Shift assignment on away unit

Audit logs - Shift bookings

Audit logs - Shift swaps

Audit logs - Schedule approval

Audit log item trail

Audit log origin

Audit logs - Schedule publish

Audit logs - Schedule lock

Integration credentials intro

Managing REST API credentials

Access rights

Shift types overview

Group management - Advanced unit settings

Group settings

Tags

Opening hours - standard and special hours

Pause notifications

Change languages

Send us feedback

AI Optimization

Dashboard

Qmail

Tasks

Salary type rules

Unavailability

Multiple salary types

Schedule validations

Schedule on district level

Schedule items and agreement validity changes

Agreement selection logic

Publish schedule

Locking & unlocking schedule periods

Attest all / unattest all worked hours

Schedule printout (Open BETA)

Auto lock availability

Schedule view

Selected time period

Schedule approval flow

Display Statistics in Schedule

Notifications

Filters overview

How to find and use filters in Quinyx

Filter groupings and their fields

Employee metrics / Display options in Schedule

Count logic for employee metrics in Schedule

Shifts

Punches

Split punches on tasks

Offer additional shifts to employees

Delete existing shift offers

Working with Availability

Adding an absence

Adding a second absence - replace or overlap

Part-time absence calculated based on scheduled hours

Replace or overlap part of an absence with a shift

Managing absence in partially locked period or absence partially transferred to payroll

Select different actions on individual absence shifts

Absence handling

Adding an absence schedule

Generate overtime on absence day setting

Absence request notification logic

Basic scenarios

Shared employees scenarios

Advanced scenarios

Logic - shift booking/swap notification logic

Shift bookings - example scenarios

Shift assignment on away unit requires approval

Generate salaries on tasks

Norwegian self-certified sick leave (egenmelding) FAQ

Inheritance logic

Schedule time multiplier

Quinyx remembers - on account level

How to find and use base schedule filters

Base schedule filter groupings and their fields

Base schedule basics

Base schedule overview

Create your base schedule

Roll out your base schedule

Re-rollout logic

Validations in Base schedule

Employee metrics in Base schedule

Statistics in base schedule

Time tab

Time card

Time warnings

Salary type overview

Ready for payroll indicator

Payroll actions

How is the crossover to Daylight Saving Time counted in Quinyx?

Employee agreements

Add an employee

Edit a person's details

End employment

Delete a user

Employee email is not unique

Move a person to a new home unit

E-signing

Staff sharing

Search people

Attachments

Lock/Unlock accounts

Password management

Password security levels

Early employee access

Advanced Analytics

Engagement dashboards

Compliance Checker

Advanced Analytics - Upcoming forecast demand dashboard

Advanced Analytics - Forecast data dashboards

Advanced Analytics - Historical forecast accuracy dashboard

Analytics

Reports

Detailed breaks and tasks (BETA version)

Introduction to Forecast & Optimization

Forecast Overview

Variable settings, Display groups & Forecast configurations

Input data

Calculated variables

Forecast algorithms

Configuring Optimal Headcount

Static rules

Dynamic rules

Labor Standard Calculation & Configuration

Optimal Headcount and Labor Standards NEW

Auto Schedule

Minimum and maximum requirements in Auto Schedule

Shift rule configuration in Auto Schedule

Break rule configuration in Auto Schedule

Availability within Auto schedule

Auto schedule and Auto assign run tables

Auto Assign overview

Auto Assign

Labor rules in Auto Assign

Availability within Auto assign

Auto Schedule and Auto Assign Warnings

All you need to know about AI-driven WFM

AI Demand Forecasting

Manually running AI Demand Forecasting

Scheduling KPIs

Schedule Statistics

Event management

Data privacy in AI

Quinyx Messenger

Quinyx Messenger Plus

Messenger & Collaboration Groups overview

Quinyx Messenger FAQ

Newsfeed publisher - FAQ

Newsfeed publisher

Using Collaboration Groups in Messenger

Time Trackers, practical examples

Overtime methods, practical examples

"Dutch vacation" configuration

Cost calculations

Using mini jobbers to calculate absence value - German use case

How to assign shifts to another employee in a rolled out schedule if an employee leaves the company

On-call/Standby guide

How to clean up your configuration

Filters Use Cases & FAQ

How to configure "8/13 rule for Bank Holidays"

How to work with salary on tasks

How to investigate time settings

How to configure time punch rounding

Punch devices authentication and identification

How to use break calculation rules

How to maximize the shift planning process

How to configure the SMS/text message functionality

Vuosivapaa accrual and X and V days functionality

Staff portal

General Data Protection Regulation (GDPR)

Quinyx WFM glossary

Mobile - Download and log in

Mobile - Download Android app manually

Mobile - Quick start

Mobile app and Staff portal functionality

Mobile app permissions FAQ

Mobile - Dashboard

Mobile - Link to website from mobile dashboard

Mobile - Upload and display your organization's logo in the mobile app

Mobile - My Schedule

Mobile - Schedule summary

Mobile - Schedule filter

Mobile - Applying for shifts

Mobile - Making a shift available for others to book

Mobile - Canceling an application for an unassigned shift

Mobile - Swapping shifts

Mobile - Create a shift for yourself

Mobile - Estimated salary for unassigned shifts

Mobile - Shift approval requests

Mobile - Add & edit tasks

Mobile - Punching

Mobile - Create / edit a punch manually

Mobile - Approving your time

Mobile - Time Trackers, salary types, & estimated salary

Mobile - Create/Edit manual salary types

Mobile - Qmail

Mobile - Pulses & Badges

Mobile - MyPage

Mobile - Web Calendar

How to add web calendar to Google calendar

Mobile Availability

Mobile - Applying for time off

Mobile - Editing & deleting your absence request

Mobile - Settings page

Mobile - Dark mode

Mobile - Manager functionality

Mobile: Late punch notification for managers

Mobile - How do I reset my password?

Mobile - Why did I get logged out?

Mobile - How does location services and punching from the app work?

Mobile - Problems with push notifications

Mobile - Problems with downloading attachments in Qmail

Mobile - How can I activate Web Calendar?

Mobile - Why am I unable to see my schedule or unassigned shifts?

Mobile - Why can't I see my colleagues' shifts?

Mobile - Why am I unable to log in?

Mobile - first day of the week configuration

Can I set different access to the mobile app and the staff portal?

Setup for Qpayslip

Getting started with QClock

QClock overview

QClock settings

Authorize devices & Log in to QClock

Working with questions in QClock

Configuring Attest questions in QClock

Clock in/out

Meal break in QClock

Breaks in QClock

Configuring clock-in restrictions in QClock

QClock FAQ

Webpunch

New to Frontline Portal? Start here!

Frontline Portal Overview

Frontline Portal standalone user rights

Frontline Portal - Mobile app

Frontline Portal - Notify feature

Frontline Portal - Choosing the audience for your resources

Frontline Portal - How to add / delete links

Frontline Portal - Comments

Frontline Portal - Supported file types

Frontline Portal - Change language

How to engage retail staff

Collaborative task management tutorial

Creating a Story tutorial

Managing communities and stories tutorial

Posting a calendar event tutorial

Frontline Portal Admin Overview

Frontline Portal permissions and roles

Frontline Portal Admin - Organizational management

Frontline Portal only users

Quinyx - Frontline Portal whitelisting requirements

Frontline Portal Admin - Collaboration Group management

Frontline Portal - Group and role type options for saved audiences

Frontline Portal - Recipient selection methods

Frontline Portal - Saved Audience Admin Page

Frontline Portal - Audience viewer

Frontline Portal - Dynamic audiences

Frontline Portal - Working with visibility options

Frontline Portal - Managing task visibility with the role type filter

Frontline Portal - Logging in

Logging out

Frontline Portal - Forgotten password

Frontline Portal - Auto logout FAQ

Frontline Portal - Terms & Conditions

Frontline Portal - Setting up your profile

Frontline Portal - Password reset

Frontline Portal - Homepage

Frontline Portal - Search

Frontline Portal - Notifications

Frontline Portal - Calendar view

Frontline Portal - Create a story

Frontline Portal - Stories dashboard

Frontline Portal - View and engage with Stories

Frontline Portal - Create a new task

Frontline Portal - Assignees - choosing Task recipients

Frontline Portal - Adding questions to a Task

Frontline Portal - Templates

Frontline Portal - Tasks dashboard

Frontline Portal - Searching for Tasks

Frontline Portal - Canceling & moving Tasks

Frontline Portal - Completing tasks

Frontline Portal - Uploading files for review

Frontline Portal - Task assignments

Frontline Portal - Scheduled Tasks

Frontline Portal - Task Details

Reviewing task progress

Frontline Portal Task notifications

Frontline Portal - Task Collections

Frontline Portal - Chatting about a task

Frontline Portal - Sending Reminders

Frontline Portal - Scoring

Frontline Portal - List view

Frontline Portal - Viewing responses to questions

Frontline Portal - Drafts

Frontline Portal - Saved audience lists

Drill-down view for tasks

Archived users on active tasks

Frontline Portal - Create a new form

Frontline Portal - Forms Dashboard

Frontline Portal - Adding questions to a Form

Frontline Portal - Submitting a form

Frontline Portal - Viewing & exporting Form submissions

Frontline Portal - Archive a form

Frontline Portal - Introduction to Files

Frontline Portal - File permissions

Frontline Portal - Viewing Files

Frontline Portal - Files breakdown

Frontline Portal - Uploading and viewing files

Frontline Portal - Downloading individual files

Frontline Portal - Downloading multiple files

Frontline Portal - Create a folder

Frontline Portal - Sharing a Folder

Frontline Portal - Moving files and folders

Frontine Portal - Files Hub action bar

Frontline Portal - Delete Files

Frontline Portal - Files hub select all

Frontline Portal - Creating events

Widget use case - Project / Sub-tasks

Widget use cases - Organize your homepage

Widget use cases - Linking to Files

Widget use cases - Department pages

Widget use cases - Wiki / Blog

Widget use cases: Topic focus

Frontline Portal - Widgets

Frontline Portal - SSO

Frontline Portal - Single Sign On Azure AD

Frontline Portal - Client computer prerequisites

Frontline Portal - User / Store Data Capture

Frontline Portal - Link resources together

Frontline Portal - Notification types

Frontline Portal - Compliance reports

Frontline Portal - Engagement reports

Frontline Portal Distribution FAQs

Tasks FAQ

Widgets FAQ

Frontline Portal glossary

FindEmployees

GetDeletedEmployees

GetEmployeeSkills

GetEmployeesV2

MoveEmployees

SendQmail

UpdateEmployeeAttachments

UpdateEmployeePortraits

UpdateEmployees

UpdateEmployeeSkills

GetSkillCategories

GetCategories

GetEmployeePortrait

GetNeoRoles

GetBaseScheduleRolledoutHours

wsdlGetSchedulesV3

GetScheduleTasks

GetShiftCategories (shift types)

UpdateShifts

UpdateShiftTypes

GetDeletedSchedules

GetAgreementInfoByDate

GetAgreementsV2

GetAgreementTemplatesV2

UpdateAgreementsV2

GetAgreementTemplatesSalaryTypes

UpdateManualSalaries

GetTimePunches

GetActiveAndAbsenceHours

GetPayrollV2

UpdateTimePunches

Punch

CreateUnit

GetCustomers

GetDistricts

GetNeoGroups

GetSections

GetUnit

GetUnits

GetUnitsAPIKeyV2

UpdateDistricts

UpdateSections

UpdateUnit

GetOvertimeMethods

DeleteEligibilityRules

DeleteSalaryCompensations

GetEligibilityRules

GetSalaryCompensations

GetStandardBankHolidays

GetTextItems

UpdateEligibilityRules

UpdateSalaryCompensations

UpdateStandardBankHolidays

UpdateTextItems

UpdateSkills

UpdateAbsence

GetLeaveApplicationsV2

GetDeletedLeaveApplications

ProcessLeaves

GetLeaveReasons

ReverseTransactions

GetResultTransferToPayroll

InitiateTransferToPayroll

GetSalaryPeriodLockStatus

GetTimeTrackersBalance

GetTimeTrackerList

UpdateTimeTrackers

GetFirstToExpireTimeTrackersBalance

Web Service Methods to be deleted

Deprecated Web Service Methods

SOAP Web Services Intro

PUT data

GET data

POST data

DELETE data

PUT data

DELETE data

POST data

GET data

POST Full-Time Absence

POST Part-Time Absence

DELETE Absence

GET Absence Schedules

Permissions for absence-related REST APIs

GET Absence Types

GET Employee

PUT Data

GET Data

POST Data

DELETE Data

GET Data

POST data

GET data

DELETE data

POST Standard Variables in Statistics

Forecast API FAQ & Error Handling

GET AI-scheduled-headcount

POST data

GET data

REST API Intro

REST API for Organization

REST Mapping API

User API

API information READ ME

How to use HelpDocs

Support portal

Defect escalation process

How to get your issue resolved as quickly as possible

How to open a new Consultancy Service Request Form (CSRF)

Ordering additional licenses

Access to the Support Portal for onboarding customers

Quinyx licences FAQ

Quinyx Community

We'd love your feedback on Quinyx

All Categories > Web app > Schedule > Schedule > Setting-specific workflows

3 articles

Shift assignment on away unit requires approval

The “Shift assignment on away unit requires approval” unit setting determines whether or not the home unit manager(s) of an employee will need to approve any attempt to assign that employee to a shif…

Updated 8 months ago by Daniel Sjögren

Generate salaries on tasks

Tasks can impact salary. This is controlled by the “Generate salaries on tasks” setting. The setting first needs to be activated on account level. Please reach out to the Quinyx Support team regardin…

Updated 1 year ago by Daniel Sjögren

Norwegian self-certified sick leave (egenmelding) FAQ

This article describes a Norway-specific labour law and how Quinyx supports it. Short info about the Norwegian self-certified sick leave law. Norwegian self-certified sick leave (known as Egenmelding…

Updated 1 year ago by Daniel Sjögren

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