There are two roles in the team. The leading role is called “Shift lead”, both in lists and in the “Hire employee” form. It is the same role everywhere.
Who can do what?
| Task | Shift lead | Employees |
|---|---|---|
| See the rota | yes, including drafts | yes, once it is published |
| Plan and publish shifts | yes | no |
| Clock in | yes | yes |
| Approve absence requests | yes | no |
| Confirm shift swaps | yes | no |
| Place orders | yes | no |
| Enter hygiene records | yes | yes |
| Close the hygiene day | yes, if head office allows it | no |
| Inspection report and inspector link | yes | no |
| Early warnings | yes, without staff topics | no |
| Pay, wages, other people's personnel files | no | no |
| See the reason for a sick note | no, only “Absent” | no |
What you see in the bar at the bottom
Employees see “Home”, “Hygiene”, “New”, “Rota”, “Guide” and “Chat” at the bottom. The shift lead has the “Orders” tab instead of “Guide”. Both open “Menu” with the ≡ button at the top. For everyone, tasks are on “Home” under “Today”.
Adjust rights
- You set who clocks in for each person under “Time tracking” → “Who clocks in”. By default, partners do not clock in.
- You switch on working from home in the person's personnel file.
- The shift lead can hold staff reviews if you allow this for each location.
- You set the amount up to which the shift lead may approve expenses under “Expenses”.
- Any other changes to the default rights of a role are set up by the Symiko team. Ask your head office about this.