Interactive Tutorials

35 articles

Tutorial: Adding a punch

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

Tutorial: Adding a daily note

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

Tutorial: Adding sections

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

Tutorial: Adding global Unsocial time periods (UT)

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

Tutorial: Adjust access rights for roles

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

Tutorial: Advanced Analytics

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

Tutorial: Approve open shifts

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

Updated by Leigh Hutchens

Tutorial: Approve PTO

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

Updated by Leigh Hutchens

Tutorial: Audit logs

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

Tutorial: Auto Assign

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

Tutorial: Auto Schedule

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

Tutorial: Availability

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

Tutorial: Badges

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

Tutorial: Create an absence shift

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

Tutorial: Create a global bank holiday

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

Tutorial: Create a shared shift type

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

Tutorial: Create and revert payroll

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

Tutorial: Importing Bank holidays

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

Tutorial: Pause notifications

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

Tutorial: Quinyx Messenger

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

Tutorial: Quinyx Messenger Plus

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

Tutorial: Shift swaps

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

Updated by Leigh Hutchens

Tutorial: Scheduling

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

Tutorial: Quinyx AI

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

Tutorial: Warehouse overtime management

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

Tutorial: Warehouse voluntary time off

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

Tutorial: Business View

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

Tutorial: Schedule statistics

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

Tutorial: 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

Tutorial: How to roll out your base schedule

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

Tutorial: Underlying shift on absences

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

Tutorial: How to edit a collaboration group and create child collaboration group

The purpose of this tutorial is to teach you how to edit a collaboration group and create child collaboration groups within the Quinyx account settings. The settings for collaboration groups can some…

Updated by Victor Jespersen

Tutorial: How to create your first collaboration group

The purpose of this tutorial is to teach you how to create your first collaboration group. Collaboration groups are essential when using the Employee Hub. The collaboration group will work as a separ…

Updated by Victor Jespersen

Tutorial: Schedule compliance page

This tutorial will give you a general tour of the Schedule compliance page in Account settings. Through the Schedule compliance page, you can get an overview of any existing compliance rule sets, mak…

Updated by Daniel Sjögren

Tutorial: How to move child collaboration groups

The purpose of this tutorial is to teach you how to move child collaboration groups between parent collaboration groups. Sometimes, you need to move teams and departments under different areas of you…

Updated by Victor Jespersen