Ubeya Platform
The Ubeya platform is where you manage your workers and events
By Omri and 3 others4 authors79 articles
People Database & Compliance
Craft and control your winning team!
- Employees & Compliance Module OverviewThe Employees & Compliance Module acts as a one-stop hub for organizing your team. It's packed with useful tools to efficiently manage all aspects of employee administration.
- Add EmployeeStep by step instructions for adding employees to Ubeya - create single profiles, use bulk import, and manage all essential worker details
- Manage Employee RequestsQuickly and easily manage all employee requests such as day-off, sick leave, vacation leave, and more in Ubeya.
- Drive App Downloads: Worker Invitations via SMSInvite your crew to download the Ubeya Crew app!
- Working Time DirectiveEasily manage Working Time Directive rules in just seconds
- Setting Up Compliance Monitoring: Comprehensive Guide For AdminsLearn to manage employee qualifications with our Compliance feature. Set up packages, use the dashboard, and understand admin permissions.
- Utilizing Employee Profile FieldsThis article explains how to create and use employee profile fields on our platform, enabling businesses to manage data and other critical information with ease.
- Contracts
- Optional Nickname Field for EmployeeJune 2025
Time & Attendance
Take control of you and your workforce's time with Timesheets!
- Timesheet Module Deep DiveThis is the central hub for reviewing, confirming, and exporting employee work hours.
- Set Rules For Employees’ Clock In/OutSet restrictions for employees' clock in and out, based on time and location
- Autofill HoursPopulate hour fields quickly and easily
- Timesheet Sign-Off (Signature Add-on)Collect an actual signature from your employees and clients.
- Timesheet Capturing OptionsLearn about the different methods for workers' clock in/out & check in/out
- Approving Agency Staff Timesheets
- Clocking Out When Geo-Fencing Limitations Are Enabled
- Smarter Scheduling and Time & Attendance ControlsManage clock-in rules and timesheet controls
- Clock In and Clock Out Controls
Scheduling
Easily create employee and event schedules with Ubeya!
- Scheduling Module Overview
- Create an EventThe A-Z guide on creating events with Ubeya!
- Pause Employee Applications For EventsHave you fully staffed your event? Great! Now is the time to learn how to pause incoming applicants.
- Captain TypesLearn how to assign captain(s) to your event.
- How to book employees to an event or shiftLearn how to schedule employees for any given event or shift!
- Bulk Booking
- Creating Multi-Day EventsWe're excited to roll this one out, so how does it work?
- New 'Edit Shifts' ScreenDiscover the powerful new Edit Shifts screen!
- Make Scheduling Easy with Time Availability Settings
- Change ShiftReassign any shift in just a click!
- Bulk Change Shift TimesNeed to update your shift times? No problem!
- Shift Booking IndicationsNo more scheduling conflicts! Take a look at our shift warnings and improve your bookings
- Event TemplatesCreate reusable templates to make event setup faster and easier!
- Custom Event FieldsBring more structure and clarity to your events - define what admins and employees need to know.
- Sort by Match ScoreQuickly identify the best-matched employees
- Smart RankingFind the strongest matches for every shift
- Workers Release Requests
- Gradual Check Availability - The Smarter Way to Book.Publish shifts gradually - sending offers to the best-matching employees first
- Auto-ScheduleSave time by automatically scheduling the best-fit workers for your event.
- Track Sick Leave in Ubeya (SSP Reform)
- Setting Up the Ubeya Kiosk App
- Main Events
- Managing Employee Shift SwapsManage shift swaps with ease - swap employees directly or review employee-submitted requests.
- Adjusting an Employee’s Shift
- Unbooking Employees from ShiftsRemove employees from a shift, record the reason, and keep your event schedule accurate.
- What are the ideal scenarios for utilizing the Order Hub?
- Create a new order: Order staff from Your Suppliers
- Modify Existing OrdersNeed to update any details in your order? Here's how!
- Order Management - Supplier View
- Order hub - General commentsManage supplier orders and notifications in the Order Hub
- Create an order from my supplier
- Overbooking Shifts: Schedule Extra Staff as a Safety NetSuppliers can take a proactive approach by reserving staff without interfering with the clients view
- Add a SupplierAdd your suppliers to start using the order hub!
- Add a ClientAdd your clients to start using the order hub!
- Auto Pilot: Enhanced Self-Service Booking for Your ClientsGive your clients more control with our Auto Pilot feature!
- Network Access Client: Step by Step GuideJust received access to Ubeya from your supplier? Here is how to use it!
- Shift Direct Staff OrderMarch 2024
Finance: Payroll & Invoices
Learn how to roll with our awesome payment interface
- Xero Integration: Creating Invoices from Ubeya
- Payroll Module Deep DiveThis article delves into the ins and outs of Ubeya's Payroll module
- Incorporate Default Breaks Into PayrollLearn how to define break times according to the duration of shifts and have them deducted from payroll
- Cost Centers
- Setting Up a Bank / Public HolidayHoliday rates? Ubeya has you covered!
- Process Payroll
- Split TipsA smarter way to share tips with your team
Communication & Workflows
Get a pulse on your workforce with Ubeya Feed and Communication Modules. Learn all about it here
- Getting Started With Feed & CommunicationThis article gives you a front-to-back guide for Ubeya’s communication methods, including the Feeds module and chat functionality.
- Creating a Post-Job Workflow
- Ubeya Chat OverviewEverything you need to know about Ubeya's Chat feature
- Creating a Pre-Job WorkflowPre-shift information
- Shift TasksFebruary 2026
AI Insights Agent
Transforms the way you interact with your data by turning questions into instant insights.
Settings
Setting up your account for perfection!
- Create & Edit PositionsHere you will find all the information you need to create and manage positions in your account.
- Customize Your Calendar: Pick Your Week’s Starting Day
- Admin Notifications
- Scheduled Pay RatesApply future rates automatically by date
- Employee Verified PhotoConfirm employee profile photos for easier identity checks.
- Sensitive Data Fields for Employee Privacy
- Admins & RolesLearn how to add and manage admins in your account efficiently
- Understanding Admin Types and Their Privileges in UbeyaThis article explains the different admin roles and privileges in Ubeya, helping you manage your workforce more effectively.