The Basics

16 articles

Shifts

There are two ways to add shifts: Add a "Quick Shift". Click on a row in the Schedule view and add a shift. Select a shift type and you are done! If you need to add more details, select "More options…

Updated 3 days ago by Leigh Hutchens

Tasks

Tasks in Neo can be considered sub-shifts, i.e., they describe the activity of the assignee of a portion of a shift. You can define a task either on a shift type or manually on a shift. Tasks work li…

Updated 3 days ago by Leigh Hutchens

Selected time period

You can choose which date range is displayed at the top left-hand side of your screen. Daily view: View the schedule on an hourly level per day. The current time is visualized with a red line. The ho…

Updated 1 week ago by Leigh Hutchens

Statistics in Schedule

Select Statistics under the Display option in Schedule to see standard variables, and if applicable optimal headcount and Forecast variables. This article is about Standard variables. Please see more…

Updated 3 weeks ago by Leigh Hutchens

Notifications panel

In Notifications, you can get overview of items to take action on in the schedule. You can find it on the right hand side in the toolbar by clicking the "bell icon". Notifications shows a list of req…

Updated 1 month ago by Leigh Hutchens

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 2 weeks ago by Leigh Hutchens

Filtering

Filtering. Filtering allows you to specify what you want to see in the schedule by removing everything in the view except what you have filtered on. How to find the filter options: Go to the schedule…

Updated 2 months ago by Malin Lindbom

Salary type rules

Salary type rules allow you to define rules for extra salary types to be generated when an employee punches time on a specific shift. These rules can be defined on individual shifts in Schedule (but…

Updated 1 month ago by Oscar Combes

Sorting

The default sort order of the schedule, except for unassigned shifts, is the shift's start time. The shift that starts earliest is on top of the schedule. You can easily change the sort order by clic…

Updated 7 hours ago by Christine

Schedule view

In the Schedule view, you can see, for example, shifts and employees. Specify what you would like to see using the date picker and filters (please see separate article about filters ). Bank holidays…

Updated 7 hours ago by Leigh Hutchens

Availability

Unavailability . This functionality enable you to see if employees are available (or not available) in the schedule view. The purpose of this feature is to provide additional help in the scheduling p…

Updated 1 month ago by Malin Lindbom

Employee metrics in Schedule

View employee metrics. To easily view employee metrics, click the ellipsis next to the employee avatar and name, followed by “Employee metrics”. As this panel loads, a loading indicator will appear.…

Updated 1 week ago by Leigh Hutchens

Multiple salary types

The “Multiple salary types” option available when creating salary type rules contains a few different options. Below are listed the groups along with the standard salary types they include. All salar…

Updated 8 months ago by Oscar Combes

Schedule validations

The below article refers to when you're editing your schedule in our interphase, not when doing so through our APIs. When creating shifts in Schedule, Quinyx will validate the shift details against a…

Updated 1 month ago by Oscar Combes

Schedule on district level

Schedule on district level. We have limited support for scheduling on district level. We have very limited support for base schedules on district level. How to: Go to the so called Group selector and…

Updated 1 day ago by Leigh Hutchens

Pause notifications

When a shift/task, leave application, and/or absence is created or updated, depending on the settings in Quinyx, the employee may be notified by Qmail message, push notification, or SMS. How to pause…

Updated 1 week ago by Leigh Hutchens