22 guides

Workforce

Adding employees and connecting sign-in; staff departments, job roles and reporting relationships; schedules and shifts; training templates and task assignments; announcements and acknowledgments; and applicant review.

Publish an employee schedulePublish the draft shifts and waiting edits for the week you have reviewed in Workforce → Schedule. Draft shifts stay manager-only, and staff keep seeing the old version of edited shifts until those changes are published.4 steps5 min readFor workforce administrators and managers
Review applicants and hiring progressFind an existing applicant and review their application, current stage and hiring records in ClubWorks. This guide keeps your review read-only.12 steps5 min readFor authorized Workforce hiring managers
Approve or deny time offReview an employee’s requested dates and reason, record your decision, then check the request’s updated status.4 steps2 min readFor workforce administrators and managers
Configure departments and job rolesSet up the departments and job roles your club uses for scheduling. You can give them recognizable names and colors, keep unused items inactive, and update existing roles without losing track of their assignments.11 steps7 min readFor workforce administrators and managers
Publish staff announcements and require acknowledgmentSend a one-way staff announcement in Workforce and ask employees to acknowledge it or provide a signature. After sending, check the saved announcement and its tracker so you can follow up with staff who are still pending.8 steps5 min readFor workforce administrators and managers
Assign managers and reporting relationshipsSet up who each person answers to and which departments a manager or lead looks after. Direct reporting links can include several people or groups; department leadership also brings the department’s regular staff onto a team.3 steps5 min readFor workforce administrators and managers
Create a work scheduleBuild your work schedule by adding shifts for the people and roles you need. New shifts start as drafts; check the full coverage plan before publishing it for employees.3 steps5 min readFor workforce administrators and managers
Change or remove a shiftChange a shift's person, role or time, or remove it from the schedule. Check whether it is a draft first: drafts change right away; shifts staff can already see need a published change. The illustrations reconstruct the app from its source using fictional people and shifts; no live schedule was changed.6 steps6 min readFor workforce administrators and managers
Create and delegate tasksGive someone a clear assignment, set its priority and due date, and follow the work through in the Workforce browser workspace.16 steps9 min readFor workforce administrators and managers
Assign training and onboarding requirementsCreate a training task in an existing onboarding template, assign it to an employee, and check what still needs attention. The illustrations reconstruct the source interface with fictional people and tasks.8 steps3 min readFor workforce administrators and managers
Add an employee and connect their sign-inAdd someone to your Workforce roster, choose the access they need, and help them connect their sign-in using their work email. The illustrations reconstruct the source interface with fictional people.5 steps3 min readFor workforce administrators and managers
Find a person in the Workforce rosterFind a team member using the roster search and filters.2 steps1 min readFor workforce managers
Find a Workforce department or roleSearch the department list by department, key or role.2 steps1 min readFor workforce managers
Filter and sort Workforce tasksFind tasks by status, priority or text.2 steps1 min readFor workforce users
Filter Workforce team availabilityNarrow weekly availability to a person, day or pending change.2 steps1 min readFor workforce managers
Find unread Workforce conversationsFind an unread conversation in Workforce Messages.2 steps1 min readFor workforce users with message access
Switch Workforce applicant viewsSwitch between the applicant list and pipeline board.2 steps1 min readFor workforce hiring managers
Download Workforce reportsDownload a Workforce directory, schedule or time-off CSV.2 steps1 min readFor workforce managers
Search Workforce manager activityFind an action or person in the manager activity list.2 steps1 min readFor workforce managers
Find a Workforce time-off requestFind requests by review status or switch to the calendar.2 steps1 min readFor workforce users with time-off access
Review Workforce import historyCheck recorded employee imports and their summaries.2 steps1 min readFor workforce managers
Choose sections on the staff app homeShow or hide available sections on the staff app home.2 steps1 min readFor workforce administrators

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