Symiko connects head office, partners and the team. What you see depends on your role and on the modules of your system.
The roles
| Role | Who that is |
|---|---|
| Head office | Manages the manual, news, locations and partners, and analyses data from all locations. |
| Partner | Runs a location and is the employer of their team. |
| Partner with several locations | Like a partner, but for several locations. |
| Shift lead | Runs the store day to day: plans shifts and approves requests. |
| Team member | Works in the store: rota, hours, absences, manual, chat. |
The bottom bar and the sidebar
- The bar always starts with “Home” and contains “Chat” and the areas for your role. Team members and shift leads open “Menu” with the ≡ button at the top right; everyone else has “Menu” at the right end of the bar.
- Team members: “Home” · “Hygiene” · “Rota” · “Guide” · “Chat” and ＋ at the far right. The ＋ opens quick actions such as “Report sick”, “Time off” or “Clock in”. Their tasks and checklists are on “Home” under “Today”.
- Shift leads: “Home” · “Hygiene” · “Rota” · “Orders” · “Chat” and ＋ at the far right. Partners: “Home” · “Rota” · “Chat” · “Menu”; without planning permission, “Knowledge” takes the place of “Rota”. For partners, “Knowledge” is at the very top of “Menu” (on a computer, right below the main areas).
- Head office: “Home” · “Overview” · “Chat” · “Menu”. The “Overview” shows the exceptions across all locations first; “Knowledge” is at the very top of “Menu”. Partners and head office open “New” at the top right on a phone and at the top of the sidebar on a computer.
- “Home”: stories, your shift, “Today” and, below that, the feed with the news. Further down, partners and head office also see absences, public holidays and “New in …” with the name of your system.
- Tasks: everything there is to do, such as manual chapters, courses, checklists and assigned items. They are on “Home” under “Today”; “Show all” opens the full list.
- “Menu”: all other areas, sorted into groups. For partners these are “Communication” (read status in the team, surveys, on-site sessions), “Team” (staff, invite someone, recruiting, org chart), “Time & pay” (rota, approvals, time tracking, absences, expenses, month-end close), “Hygiene & quality” (open issues, hygiene, checklists, store checks), “Operations & purchasing” (ordering, stocktake, projects), “Screens”, “Figures”, “Settings” (all settings, permissions, job catalogue, absence rules, departments, store devices, automations, integrations) and “Reports & saved” (“Saved”, “My tickets”, “Report a concern”, reported content). Which entries you see depends on your permissions.
- If you are named as a handler of a reporting office, you also see “Reporting office” under “Reports & saved”, with the number of open reports.
Head office has its own groups: “Communication” (write a post, newsletter, review comments, read confirmations, surveys, tasks across the system, forms), “Manage knowledge” (manual editing, Academy, glossary, media library) and “Locations” (locations, invite people, partner file, rotas, location contacts, location tickets). Under “Settings” you find “All settings” (the overview of everything you can set up), branding, permissions, job catalogue, absence rules, departments, store devices, automations, deadlines and warnings, key figure limits, P&L controls, notification rules, integrations and data export. On a computer, the “Overview” shows key figures, the exceptions first and the groups with a short description.
On a computer there is no bottom bar: on the left is a sidebar with the same main areas and, below them, the groups of the menu. At the top of the sidebar you find “Search or jump to …” (Ctrl+K or ⌘K). Use it to jump straight to an area or to search the manual. On a phone, the same search is at the top of “Menu”. The search also understands everyday words: “holiday” finds absences, “temperature” finds hygiene, “payroll” finds the month-end close and “playlist” finds the screens. It only shows areas you are allowed to open.
If an area is missing, the module is not switched on in your franchise system or is not intended for your role.
Profile and help
- Profile: on a phone, the circle with your photo or initial at the top right; on a computer, your name at the bottom of the sidebar. That is where you set your language, password, notifications and more.
- Help: in the browser, the question mark at the top on a phone and “Help” at the bottom of the sidebar on a computer. It contains “Help for this page” (the guide that matches the page you are on), “Open the manual”, “Symiko guides” (these help pages), “Your contact” and “Raise a ticket”. Many pages also have a question mark button at the top right that leads straight to the matching guide. In the app, you find “My tickets” and “Symiko guides” in “Menu”.
- Assigning tasks: tap “New” and choose “Assign a task”, or use the “Assign task” button above the full task list.