All Collections
Site Administration
Managing your HosPortal site and its settings
Site AdministrationLearn how to manage your HosPortal account in these series of help centre articles
Site Admin FunctionsManage your HosPortal account name, contact, holidays and billing
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
Adding another user as a site adminThis article explains how you can add another user as a site admin
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 will allow shift 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
Leave Request RulesThis article will show you how to set the rules to administer leave requests
Direct Messaging Rules for AdminsThis article is on configuration of user access of the direct messaging feature
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 roster or to alert a user when a vacancy exists
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
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 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