Neo FAQs

27 articles

Transitioning to Neo from Classic FAQs

Q: Does Neo keep our configuration from Classic? A: Yes, you do, however, have to configure the new concepts of Roles and Access Rights in Neo. Q: Is there a cost to upgrade to Neo? A: No! Q: Can we…

Updated 2 weeks ago by Leigh Hutchens

Neo general usage FAQs

Q: Can we work both in Classic and in Neo?. A: Yes, Classic and Neo communicate with the same database, so any change you make in one of the interfaces is reflected in the other. Q: Is there a Staff…

Updated 2 weeks ago by Leigh Hutchens

Roles and access rights FAQs

Q: Are my current roles in Classic automatically added to Neo? A: No, since access rights in Classic are different to Neo, we can't copy over exact settings. The first thing you should do when upgrad…

Updated 2 months ago by Leigh Hutchens

Dashboard FAQs

Q: How far into the future can I see under Coming Events? A: Everything showing in the Dashboard is for the coming 28 days. Q: How do I set up the sales feed on the dashboard? A: If you just want to…

Updated 7 months ago by Leigh Hutchens

Absence FAQs

Q: How do I select to keep, unassign, or reassign underlying shifts when adding an absence? A: The selection is made when adding the absence. The choice will be the same for all shifts in the absence…

Updated 1 month ago by Leigh Hutchens

Organization FAQs

Q: Can I see more than one unit in the schedule? . A: Yes, if they are in a district. Select the district to view the schedules for the entire district. Q: Can I schedule on a section level? A: Yes,…

Updated 7 months ago by Leigh Hutchens

People FAQs

Q: How do I get an overview of everyone’s assigned role in Neo? A: Currently, you can see roles by clicking through the Organization under Account settings , or viewing employee roles in the People t…

Updated 2 weeks ago by Leigh Hutchens

Agreement templates FAQs

Q: How do I create an agreement template in Neo? A: All of your current agreement templates in Classic are available in Neo. Navigate to Account Settings and Templates. You can create a new agreement…

Updated 7 months ago by Leigh Hutchens

Scheduling FAQs

Q: When will the Classic “ball pit” view be available in Neo? A: There is no current plan to recreate the ball pit as is, however we will continue to improve on existing functionality. Q: When will s…

Updated 2 months ago by Leigh Hutchens

Base schedule FAQs

Q: Is there an equivalent to schedule templates in Neo? A: Yes, the Neo concept of base schedules encompasses both the fixed schedule and template functionalities. However, we can only migrate fixed…

Updated 3 months ago by Leigh Hutchens

Filters FAQs

Q: Can we create global filters for everyone? A: Currently all users have to create their own filters. However, some version of global filters is likely to be added in the future. Q: Can we filter an…

Updated 7 months ago by Leigh Hutchens

Attest FAQs

Q: How do I get a clear view that all punches have been attested? A: It is useful to create a filter on Unattested punches to make sure nothing is missed. Once everything is attested in the period, a…

Updated 7 months ago by Leigh Hutchens

Bank holidays FAQs

Q: How do bank holidays work in Neo? A: Bank holidays are still configured in Classic. They work in the same way in Neo as far as rules and warnings. Bank holidays are also taken into account when ba…

Updated 2 months ago by Leigh Hutchens

Documents FAQs

Q: Can I add documents in Neo? A: Not currently. You can however add attachments in Qmails, and/or add documents to News, in Classic, for staff to see them in the mobile app. Being able to upload doc…

Updated 7 months ago by Leigh Hutchens

Integrations FAQs

Q: An integration creates our employees. How can we prevent local managers from adding employees manually, but allow them to for example add agreements? A: Yes, using permissions. By selecting view o…

Updated 7 months ago by Leigh Hutchens

Overtime FAQs

Q: How do I choose between Paid OT or Saved in lieu? A: Open the punch to edit.

Updated 7 months ago by Leigh Hutchens

Logs FAQs

Logs. Q: Are logs available in Neo? A: Not yet, you need to view logs in Classic for a while longer. They will be added in the beginning of 2021. Please check release notes continuously.

Updated 1 month ago by Leigh Hutchens

Qmails FAQs

Q: How do I send Qmails in Neo? A: Click on the envelope icon at the top right-had side of the page, and then click the plus sign to create a new Qmail. You can also send a Qmail straight from Schedu…

Updated 4 weeks ago by Leigh Hutchens

Salary types FAQs

Q: How do I add a manual salary type? A: Select the salary type overview and click on the plus sign. Read more about Salary types overview.

Updated 7 months ago by Leigh Hutchens

Reports FAQs

Q: Where can I find reports? A: Under the Analytics tab Q: Will it be possible to create your own reports like in Classic today? (Staff reports with report generator). A: Yes, the ability to create y…

Updated 7 months ago by Leigh Hutchens

E-signature (Scrive) FAQs

Q: Can employment contracts be signed electronically in Neo? A: Yes! It works exactly the same way as in Classic. Super fast and easy. Read more about E-signature.

Updated 7 months ago by Leigh Hutchens

Statistics FAQs

Q: How do I see salary cost in Neo? A: Under Statistics. Use the pencil to determine which figures you want to see. Q: What is the difference between scheduled and productive hours? A: In general pro…

Updated 6 months ago by Leigh Hutchens

Time Trackers FAQs

Q: Can I see Time Tracker balances as I add an absence? A: Yes Q: In Classic I can select Check Time Trackers, to make sure no one is over or under? Can I do that in Neo? A: Not currently. However, t…

Updated 7 months ago by Leigh Hutchens

Transfer to payroll FAQs

Q: When will transfer to payroll be available in Neo? A: It is available under the Time tab. Read more here.

Updated 1 month ago by Leigh Hutchens

Colors FAQs

Q: Will my branding in Classic be applied to Neo? A: No, however you can add certain branding yourself, under account settings. Q: Will our shift type colors be the same in Neo? A: Yes, however the c…

Updated 7 months ago by Leigh Hutchens

Interruption shifts in Neo

Neo currently has limited support for interruption shifts. This is something we will replace using tasks in Neo. The below table describes the interruption shift functionality in Classic followed by…

Updated 4 weeks ago by Oscar Combes

Neo and Insights FAQs

Q: How can I reach Insights from Neo? A: We will not add a Single Sign-On (SSO) link from Neo to Insights in the near future. Instead, users can log in to Insights with email address and password via…

Updated 1 month ago by Carl Geijer