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Workspace guides

Manage people, shifts, and assignments

Use Work for the individual, Employees for the roster, and Operations when the problem is coverage.

2 min read

Use the page that matches the question#

AreaUse it for
Workone person's assignments, shift, planning window, time off, and profile updates
Employeesroster, staffing, and employee management
Employees > Schedulethe schedule-specific view
Operationsoverdue assignments and upcoming coverage across the team

What Work actually does#

The current Work view can include:

  • the person's active assignments
  • today's shift panel
  • a planning window
  • time-off history and requests
  • profile details
  • communications and secondary panels

If a signed-in person does not have an employee profile yet, Work can prompt them to create one for themselves.

Add a teammate cleanly#

  1. Invite them from Workspace access & API.
  2. Pre-create the employee profile during the invite if you already know their work details.
  3. Confirm they can sign in.
  4. Confirm they can see the right view in Work or Employees.

Common blockers#

  • They can sign in but see setup instead of work: they still need an employee profile.
  • They can see work but cannot act on it: check work.write access or whether the workspace is in view-only mode.
  • The shift exists but it is missing from Work: check the employee record and schedule assignment.
  • The roster looks staffed but the day is still tight: open Operations and look at overdue assignments and upcoming coverage.

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Run the day from Activity and Operations

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Keep customer and vendor records useful

On this page

  • Use the page that matches the question
  • What Work actually does
  • Add a teammate cleanly
  • Common blockers
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