Hopsy

Tools to effectively manage your team... Online rotas, leave requests, clock-in / timecard management...

Staff Rota & Staff Management Overview

How to rota staff at your venue

Can I save time by copying old rotas to new weeks?.... Yes you can!!

How to copy a rota to a new week

Rota Notes

Adding / changing a staff pay rate

How do I manage holiday requests from my staff?

Managing Leave Requests

Can I add a leave or holiday request on behalf of an employee?

Adding leave/holiday for employees

Add / edit a sales forecast

How do I edit the clock-in time for a staff member?  Can I add a clock-in record if they have forgotten?

Adding & editing a clock-in record for a staff member

Hopsy integrates seamlessly with Roslyn's payroll services

Hopsy / Roslyn's Payroll Submission Integration

Set times when your team can and can't work & display your weekly rota.

Employee Rota Availability / Unavailability

How/Why does Hopsy automatically 'snap' clock-in records forward for employees?

What is Clock-In Record Auto-Edit?

Jamie Norman

Rota Planning / Time Management & Sales Forecasting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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