StaffWizard Articles
Quick access to guides on reports, settings, employee management, invoicing, scheduling, HR tools, and more.
Reports
- New Hire Report
- Schedule Break Report
- Sales Tax Report
- EEOC Report
- Certification Report
- Accounts Receivable Cash Receipts Report
- Invoice Register Report
- Wages Preview Report
- Accounts Receivable Report
- Deleted Scheduled Shift Report
- Proposed Billing Report
- Employee Submitted Reports
- Late Check In Report
- Monthly Billing Statement Report
- Terminated Employees Report
- Payroll & Billing Report
- Daily Check-In Report
- Documents Report
- Time Off Report
- Active Employees Report
- Contract Renewal Report
- Active Employees Without Scheduled Shifts Report
- Gross Profit Report
Master Company Settings
- Enable Geo-fencing Violation Notifications for Supervisors
- How to configure notifications for Post Location Supervisors.
- How to set an 'Expired Certification' notification to an employee
- Creating/Adding Branches
- How to Rename a Branch
- Adding a Category, Position/Title or Skills
- How to Add or Edit Report Types?
- Set a Branch as a Company Office
- Updating Company Detail Settings
- How do I add a shift specific task?
- Add/Edit Equipment and Misc Pay items
- How do I add Post Location Types?
- Role Adjustments
- Adding a Category
- Disable Email Notifications
- How do I add a Branch?
- How to Add/Edit the Skills that the Employees can have attached under the Employee´s Profile
- How to configure notifications for Admin Staff?
- Break Types
- Customizing Email Template Theme Colors
- SW Instance Theme Settings
- Setting Reports to Default
- Customizing System Email Templates
- How to Add a New Role with Permission
- Customizing your Left Menu Sidebar
- Configuring Conflict Shifts
- Editing Invoice Theme
Employees
- How to create or view a log of equipment given to an employee?
- Assigning an Employee to a Region/Branch
- Add a Category, Position/Title, or Skill for an Employee
- How to deactivate a Direct Deposit and create a new one
- Employee Status
- Where can I find an Employee´s Work History?
- Adding a New Employee
- How can I see an Employee´s Chat History?
- Setting up Direct Deposit for an Employee
- Add a Certification for an Employee
- How to give an Employee Supervisor Access
- Create a Temporary Password for an Employee
- Assigning a User to Region/Branch
- Setting up Rapid! Pay Card for an Employee
- View Employee Submitted Reports
- Employee Navigation Panel Overview
- How to Switch an Employee Between Regular and Admin Access
- How to make an Employee Certified to Work for a Specific Client
- How to Assign a Quiz to an Employee(s)
- How to view an employee's Disciplinary actions
- How to Send Mass Credentials to Employees
- How to view and download an employee's pay stub
- How to Send Login Credentials to an Individual Employee
Invoicing & Accounts Receivable
- Approving an Invoice
- Printing an Invoice
- How to manually add 'Additional Items' charges to an Invoice
- Applying Overpayment to Next Invoice for Client
- Creating A Manual Invoice
- How to view all invoices within a select period of time
- Generating Invoices Using the 'Mass Generation' Tool
- Where can I see the History of Reconciled Shifts?
- Regenerating Deleted/Voided Invoices Using 'Mass Generation' Tool
- Canceling Payment on Invoice(s)
- Voiding An Invoice
- How to credit an invoice?
- Editing Invoice Aging Days
- Break Reconciliation
- How to Create a New Deduction Item in Timeslip to Deduct from Gross Pay
Clients
- GPS + Form Settings
- Updating AR Aging Net Terms Per Client
- PCF (Personnel Change Forms)
- How to configure text messages for employee shift notifications (check-in & check-out)
- How to edit/add new reasons for leaving in the PCF(Personnel Change Forms)
- How to set up Check-in Radius & Geo-fence
- How to set up Holiday Rates
- Enabling 'Exact Clock-in and Clock-out Times for Invoicing Purposes'
- How to add a Report for Employees under a Specific Client
- Client Notifications
- How to Create Check Points and Patrol Routes
- Rate Codes & How they Work
- How to add a Late Fee to a Client
- Invoice alternative 'Bill To' Address
- Configuring Reoccurring Equipment Charges to Client Invoicing
- How to get access to the Client Portal
- Adding an Extra Coverage Shifts to the schedule
- Banning an Employee from a Specific Client
- How to assign a Role to an Admin User
- Creating an NFC Tag through the Client Profile
- How to add Shift Notes
- How to upload a Post Order
- Consolidated Report Sending
Onboarding
Message Center
- Sending messages to guards through the mobile application
- How to use the Internal Communicator tab
- Notifying Employees at a Specific Client/Account
- Creating a Template for Mass Communication
- How to Create and Schedule a Pre-Set Mass Message for Employees or Guards
- How to Send a Message to Multiple People Across Different Branches
- How to Notify Employees using Newsletter
- Using Chat Templates in the Message Center