Interactive Tutorials

32 articles

Adding a punch tutorial

The purpose of this tutorial is to teach you how to add punches in the Schedule view of the Quinyx manager portal. Sometimes employees might have forgotten to punch into their shifts, despite having…

Updated by Daniel Sjögren

Adding a daily note tutorial

Adding daily notes to your schedule helps keep your team aligned and your planning process organized. Whether it’s important reminders, operational updates, or special events, daily notes ensure key…

Updated by Leigh Hutchens

Adding sections tutorial

You can create sections in order to separate different areas or departments within a unit. Like districts, sections are an optional level in the structure. Sections can be created on each unit and ca…

Updated by Leigh Hutchens

Adding global Unsocial time periods (UT) tutorial

This tutorial aims to teach you how to configure unsocial time periods (UT) for your organization in Account settings.... Read more about unsocial time periods here.

Updated by Daniel Sjögren

Adjust access rights for roles tutorial

In this tutorial, we will review how to adjust access rights for user roles in the admin portal. By following this tutorial, you will get insights into how the Role management page works in terms of…

Updated by Daniel Sjögren

Advanced Analytics tutorial

Advanced Analytics offers a set of dashboards for you to visualize and analyze your WFM-related data to see trends across your business. To access Advanced Analytics, you must have the Advanced Analy…

Updated by Leigh Hutchens

Approve open shift tutorial

Approving an open shift is easy! Take a look at our short tutorial. Insert Text..

Updated by Leigh Hutchens

Approve PTO tutorial

Approving paid time off is easy! Take a look at our short tutorial. Insert Text..

Updated by Leigh Hutchens

Audit logs tutorial

Logs are essentially records of past actions within a specific context. In Quinyx, audit logs are instrumental not only for resolving disputes or issues concerning workforce planning and attendance b…

Updated by Leigh Hutchens

Auto Assign tutorial

Quinyx Labor Optimization solution consists of two separate modules, Auto Schedule and Auto Assign. The goal of the solution is to automatically create schedules, considering your business objectives…

Updated by Leigh Hutchens

Auto Schedule tutorial

Quinyx Labor Optimization solution consists of two separate modules, Auto Schedule and Auto Assign. The goal of the solution is to automatically create schedules, considering your business objectives…

Updated by Leigh Hutchens

Availability tutorial

With the Availability feature, you can effortlessly check which team members are free to work, right from the schedule view in the Quinyx web app. This is designed to help you efficiently match the r…

Updated by Leigh Hutchens

Badge tutorial

You can send and receive and award badges for certain achievements. Employee's badges are often displayed openly throughout the app so that other users can see them. Badges is a specific module insid…

Updated by Leigh Hutchens

Create an absence shift tutorial

As a manager, you might sometimes need to add absences on behalf of your employees. This tutorial will teach you how to add an absence type to your employees while in the Schedule view of the Quinyx…

Updated by Daniel Sjögren

Create a global bank holiday tutorial

Bank holidays are one-off days each year that require additional or special payout logic for an employee who logs a shift during a defined window that day, which may deviate from the standard unsocia…

Updated by Daniel Sjögren

Create a shared shift type tutorial

In this tutorial, we will review how to create a shared shift type for your organization. Shared shift types are global, and available for all units in your Quinyx setup to use. By following this tut…

Updated by Daniel Sjögren

Create and revert payroll tutorial

This tutorial will teach you how to run the payroll for your organization and revert the payroll transaction within the Time tab in Quinyx manager portal. The filter settings and visibility options y…

Updated by Victor Jespersen

Importing Bank holidays tutorial

There are two ways of adding bank holidays in Quinyx. You can either add them manually (as before), or automatically where you can import all the holidays you want based on a timeframe and region. Th…

Updated by Daniel Sjögren

Pause notifications tutorial

When a shift, task, absence request, or absence is created or updated, depending on the settings in Quinyx, an employee may be notified by Qmail message, push notification, or SMS. There may be times…

Updated by Leigh Hutchens

QClock tutorial

QClock is Quinyx's new, state-of-the-art time registration product. It meets all your organization's needs for employee clocking in and out.... Read more about QClock !.

Updated by Leigh Hutchens

Quinyx Messenger tutorial

Say hello to Messenger , our new instant chat tool to transform frontline conversations. Your frontline teams can now effortlessly find and connect with each other, have two-way conversations, and bu…

Updated by Victor Jespersen

Quinyx Messenger Plus tutorial

Messenger Plus offers key features designed to enhance communication and moderation within your team: Instant, targeted conversations : Engage in direct or group chats to build communities and boost…

Updated by Victor Jespersen

Shift swap tutorial

You can request to swap shifts with a colleague in the Quinyx mobile app.

Updated by Leigh Hutchens

Scheduling tutorial

In the Schedule view, you can view employees and shifts and assign certain employees to shifts. Take a look at the scheduling tutorial below to become a world-class scheduler... Read more about the s…

Updated by Leigh Hutchens

Quinyx AI tutorial

This tutorial demonstrates how to use Quinyx AI to efficiently schedule employees in a warehouse. The AI predicts the workload for future shifts, ensuring optimal staffing levels....

Updated by Leigh Hutchens

Warehouse overtime management tutorial

Welcome to smart voluntary overtime management. Sometimes, you might need a shift covered suddenly, to meet unforseen demand. You can do this with smart lists!..

Updated by Leigh Hutchens

Warehouse voluntary time off tutorial

Sometimes, there might be changes in circumstances, and you don't need as many employees to work as you thought you did. How do you fix this? You can give employees the opportunity to take voluntary…

Updated by Leigh Hutchens

Business View tutorial

Welcome to the Business View tutorial — your guide to the enhanced schedule view that puts smart staffing decisions at your fingertips. Building on the Schedule View, Business View gives managers dee…

Updated by Leigh Hutchens

Schedule statistics tutorial

The purpose of this tutorial is to teach you how to use the schedule statistics. Knowing how many scheduled and worked hours a unit has or the cost of the current schedule within a unit can be crucia…

Updated by Victor Jespersen

Making absences count as worked hours

The purpose of this tutorial is to teach you how you can configure your Quinyx environment so absences count as worked hours. This could be helpful if your company has some off-duty absences related…

Updated by Victor Jespersen

How to roll out your base schedule tutorial

The purpose of this tutorial is to teach you how to roll out a base schedule. If you are scheduling employees who have identical shifts during the exact dates and hours every week, creating all shift…

Updated by Victor Jespersen

Underlying shift on absences Tutorial

The purpose of this tutorial is to teach you why you need an underlying shift for absences to generate salary types. There might be scenarios where you'd want to create absences that generate salary…

Updated by Victor Jespersen