Site Administration
Managing your HosPortal site and its settings
By Charles and 3 others4 authors50 articles
Overview of Admin PageManage your HosPortal account name, contact, holidays and billing
Hiding/Masking Mobile Numbers and Emails: For All Users
Adding a team to the staff
Roles, Skills and Teams
Create and manage roles, skills and teams and assign users
Roles, Skills, TeamsLearn how to create roles, skills and teams as part of site administration
SkillsHow to create skills
Roster GroupsYou can create your own roster groups to manage rosters that need to be seen or managed together
Roster LocationsDefine the locations for rosters
Roster TagsRoster tags are used to group, filter and easily find rosters
How to populate users on Activity-based rosters
How to delete a roster (activity based)
Why can't I see my shifts?Why you might not be able to see shifts you think you should be able to see
Viewing Shift HistoriesThe history of a shift or assignment can tell you when it was created, swapped or changed, and by whom
Editing shifts
Dynamic permissionsDynamic permissions allow you to give users certain permissions only while they are doing a particular shift
How to add Ad-hoc Supervision to a shift/slotThis guide outlines the process for adding an ad-hoc supervisor to a shift or slot, which is useful when a supervision requirement is not part of the standard roster template.
How to End or Deactivate an Activity-Based Roster
Creating a Location-Based Ad Hoc ShiftThis guide outlines how to add a single, non-rostered shift (an ad hoc shift) to a location based roster on a given day in your Allocations view. This is useful…
How to Create a PatternPatterns are created from the Admin section to define the basic structure of a repeating schedule.
Creating a roster groupHow to create a new roster group in HosPortal, including configuring the type, start date, week structure, and sessions.
Rules
Define and manage the rules that must be followed for some activities like changing shifts
Shift Market RulesThis article will explain how to set the shift market rules that allow users to place their shifts on the market for swapping and gifting
Invoice RulesThis article is for site administrators to set and manage rules for users to send in invoices
Shift RulesThis article is for site administrators to set and manage rules when users can request for changes to their shifts, highlight conflicts
Direct Messaging Rules for AdminsThis article is on configuration of user access of the direct messaging feature
Overview about rules and how to create them
Alerts
Articles in this collection cover the alerts set and managed by administrators
Admin Shift AlertsCreate and manage alerts when changes are made to a shift.
User Shift AlertsAlert users when their shifts are changed or any of the other conditions are met
Leave AlertsCreate and manage alerts when a leave request is created or approved
Reports
Reports for administrators
Roster Reports (Legacy)Admins can generate analytical and statistical reports for each roster group through roster reports
Communication History LogsSite administrators can view the status of communications sent to all users across the site
Creating roster reports from raw data
Leave Reporting
Creating roster reports (Shift Reports) from raw data
Creating roster reports (Assignment reports) from raw data
Creating roster reports (Staff Reports) from raw data
Creating roster reports (Matrix Reports) from raw data
Scheduled Exports
Scheduled ReportsScheduled reports allow you to send reports to anyone on a repeating schedule
Messaging
Settings around sms and email messaging
SMS Authorisation
Email address patternsLimit the email address domains users may use on your site
Other Admin Functions
Articles on some of the other admin functions not covered elsewhere
Term templatesTerms are repetitive patterns of work that occur at defined intervals
Managing shift reminders and acknowledgementsSet automated shift reminders in advance of a shift to users and to roster administrators if there are upcoming vacant shifts
Adding contact settingsPutting an additional line of information in the user profile, roster, location, and phone book profile.
Adding or removing a site holidayAdd and manage site specific holidays in HosPortal
Roster RatesAdministrators can set invoice rates for each roster as dollars per hour or dollars per shift
How to create an event locationThis article allows site admins to create an event location for Events
Adding Profile information settings
Shortname settingsHow to set up automatically created shortnames
How to Resend Invites to UsersIf a new user hasn't accepted their invitation to join HosPortal, you can easily resend the invite. Here's a quick guide on how to do it.