Ubeya

Alona

Adi Bareket

Nahumi Hay

The Ubeya platform is where you manage your workers and events

Ubeya Platform

Learn how to add and manage admins in your account efficiently

Admins & Roles

Ubeya Modules Explained

Turn your data into decisions instantly with AI-powered insights.

Meet Our AI Insights Agent

Transforms the way you interact with your data by turning questions into instant insights.

AI Insights Agent

Here you will find all the information you need to create and manage positions in your account.

Create & Edit Positions

Customize Your Calendar: Pick Your Week’s Starting Day

Admin Notifications

Scheduled Pay Rates

Confirm employee profile photos for easier identity checks.

Employee Verified Photo

Sensitive Data Fields for Employee Privacy

Settings

The People 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.

People Module Overview

Step by step instructions for adding employees to Ubeya - create single profiles, use bulk import, and manage all essential worker details

Add Employee

Quickly and easily manage all employee requests such as day-off, sick leave, vacation leave, and more in Ubeya.

Manage Employee Requests

Invite your crew to download the Ubeya Crew app!

Drive App Downloads: Worker Invitations via SMS

This article explains the different admin roles and privileges in Ubeya, helping you manage your workforce more effectively.

Understanding Admin Types and Their Privileges in Ubeya

Easily manage Working Time Directive rules in just seconds

Working Time Directive

Learn to manage employee qualifications with our Compliance feature. Set up packages, use the dashboard, and understand admin permissions.

Setting Up Compliance Monitoring: Comprehensive Guide For Admins

This article explains how to create and use employee profile fields on our platform, enabling businesses to manage data and other critical information with ease.

Utilizing Employee Profile Fields

Contracts

Optional Nickname Field for Employee

Omri Dekalo

Shira Rayev

People Database & Compliance

This is the central hub for reviewing, confirming, and exporting employee work hours.

Timesheet Module Deep Dive

Set restrictions for employees' clock in and out, based on time and location

Set Rules For Employees’ Clock In/Out

Autofill Hours

Collect an actual signature from your employees and clients.

Timesheet Sign-Off (Signature Add-on)

Learn about the different methods for workers' clock in/out & check in/out

Timesheet Capturing Options

Approving Agency Staff Timesheets

Clocking Out When Geo-Fencing Limitations Are Enabled

Manage clock-in rules and timesheet controls

Smarter Scheduling and Time & Attendance Controls

Clock In and Clock Out Controls

Take control of you and your workforce's time with Timesheets!

Time & Attendance

Scheduling Module Overview

The A-Z guide on creating events with Ubeya!

Create an Event

Have you fully staffed your event? Great! Now is the time to learn how to pause incoming applicants.

Pause Employee Applications For Events

Learn how to assign captain(s) to your event.

Captain Types

Learn how to schedule employees for any given event or shift!

How to book employees to an event or shift

Bulk Booking

We're excited to roll this one out, so how does it work?

Creating Multi-Day Events

Discover the powerful new Edit Shifts screen!

New 'Edit Shifts' Screen

Make Scheduling Easy with Time Availability Settings

Change Shift

Need to update your shift times? No problem!

Bulk Change Shift Times

No more scheduling conflicts! Take a look at our shift warnings and improve your bookings

Shift Booking Indications

Create reusable templates to make event setup faster and easier!

Event Templates

Bring more structure and clarity to your events - define what admins and employees need to know.

Custom Event Fields

Quickly identify the best-matched employees

Sort by Match Score

Find the strongest matches for every shift

Smart Ranking

Workers Release Requests

Publish shifts gradually - sending offers to the best-matching employees first

Gradual Check Availability - The Smarter Way to Book.

Save time by automatically scheduling the best-fit workers for your event.

Auto-Schedule

Track Sick Leave in Ubeya (SSP Reform)

Setting Up the Ubeya Kiosk App

Main Events

Manage shift swaps with ease - swap employees directly or review employee-submitted requests.

Managing Employee Shift Swaps

Adjusting an Employee’s Shift

Remove employees from a shift, record the reason, and keep your event schedule accurate.

Unbooking Employees from Shifts

Easily create employee and event schedules with Ubeya!

Scheduling

Easily assign, move, and manage shifts. Learn about shift types, new features, and how shifts behave in Group by employee view.

Scheduling Board Overview

Scheduling Board

What are the ideal scenarios for utilizing the Order Hub?

Create a new order: Order staff from Your Suppliers

Need to update any details in your order? Here's how!

Modify Existing Orders

Order Management - Supplier View

Manage supplier orders and notifications in the Order Hub

Order hub - General comments

Create an order from my supplier

Suppliers can take a proactive approach by reserving staff without interfering with the clients view

Overbooking Shifts: Schedule Extra Staff as a Safety Net

Add your suppliers to start using the order hub!

Add a Supplier

Add your clients to start using the order hub!

Add a Client

Give your clients more control with our Auto Pilot feature!

Auto Pilot: Enhanced Self-Service Booking for Your Clients

Just received access to Ubeya from your supplier? Here is how to use it!

Network Access Client: Step by Step Guide

Shift Direct Staff Order

Order Management 

Xero Integration: Creating Invoices from Ubeya

This article delves into the ins and outs of Ubeya's Payroll module

Payroll Module Deep Dive

Learn how to define break times according to the duration of shifts and have them deducted from payroll

Incorporate Default Breaks Into Payroll

Cost Centers

Setting Up a Bank / Public Holiday

Process Payroll

A smarter way to share tips with your team

Split Tips

Learn how to roll with our awesome payment interface

Finance: Payroll & Invoices

Main Dashboard Overview

Export Reports & Data Into Excel

Dashboard & Reports

This article gives you a front-to-back guide for Ubeya’s communication methods, including the Feeds module and chat functionality.

Getting Started With Feed & Communication

Creating a Post-Job Workflow

Everything you need to know about Ubeya's Chat feature

Ubeya Chat Overview

Creating a Pre-Job Workflow

Shift Tasks

Get a pulse on your workforce with Ubeya Feed and Communication Modules. Learn all about it here

Communication & Workflows

www.ubeya.com

Status page

Find answers and get help from Intercom Support and Community Experts

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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.

Connect your stack

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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