Ubeya Modules Explained
Deep dive into the Ubeya modules
Understanding agentic UbeyaReports, Insights, and Responsible Use
People Database & Compliance
Craft and control your winning team!
People Module OverviewThe 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.
Add EmployeeStep by step instructions for adding employees to Ubeya - create single profiles, use bulk import, and manage all essential worker details
Admin - Setting & EditingLearn how to add and manage admins in your account efficiently. Delegate responsibilities and streamline administrative tasks with ease.
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!
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.
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.
Admin Role ManagementCustomize Permissions Templates with Ease
Contracts
Time & Attendance
Take control of you and your workforce's time with Timesheets!
Timesheet Module OverviewLearn the ins, outs, and everything in between regarding the Ubeya Timesheet module!
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-OffActivating and Using the Timesheet Sign-Off Feature in Ubeya
Timesheet Capturing OptionsLearn about the different methods for workers' clock in/out & check in/out
Approving Agency Staff Timesheets
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.
Add A Captain To Your Shift/EventLearn how to assign captain(s) and what it means.
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!
Best Practice - Creating Non-Consecutive Events
Make Scheduling Easy with Time Availability Settings
Scheduling Board OverviewEasily assign, move, and manage shifts. Learn about shift types, new features, and how shifts behave in Group by employee view.
Change ShiftReassign any shift in just a click!
Bulk Change Shift TimesNeed to update your shift times? No problem!
Employee Shift SwapsLet your team trade shifts with ease - employees can request to swap shifts with each other.
Shift Booking IndicationsNo more scheduling conflicts! Take a look at our shift warnings and improve your bookings
Project 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.
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 Shift: A Guide for SuppliersSuppliers 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!
Finance: Payroll & Invoices
Learn how to roll with our awesome payment interface
Invoices Module Overview
Payroll Module OverviewThis article delves into the ins and outs of Ubeya's Payroll module
Calculate Total PayrollLearn how to make the numbers count and simplify payroll calculation
Add ExpensesLearn to add custom expense fields that you will need to calculate alongside your payroll (travel, gratuity, etc.)
Incorporate Default Breaks Into PayrollLearn how to define break times according to the duration of shifts and have them deducted from payroll
Incorporating Tips Into PayrollLearn how to set Tips as fixed payments to be included in 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 General WorkflowLearning the basics of the Workflows module
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 Tasks