<p>When added to <strong>Koroid</strong> you will receive an account activation email with further instruction.</p>
<p>Follow the email link to the Koroid Login Page. You will need to use your current Okta login information to continue.</p>
<p>Select the <strong><a href="https://koroid.com/support/log-in/">LOGIN WITH OKTA</a></strong> button to log in and activate your account.</p>


Activate your Koroid Account

<p>Using an Owner account, Navigate to <strong>Locations</strong> in the side bar. Then select <strong>ADD LOCATION</strong> in the upper right corner.</p>
<p>Enter the details for the new Location and add any standard <a href="https://koroid.com/support/manage-shift-times/">Shift Times</a> for the Location.</p>
<p>Click <strong>SAVE LOCATION</strong> to save.</p>


Add a New Location

<p>Navigate to the <a href="https://koroid.com/support/users-page-overview/">Users</a> page. Select <strong>ADD USER</strong> (located in the top right corner).</p>
<p>You will be prompted to select a <a href="https://koroid.com/support/user-roles/">User Role</a>.</p>
<p><strong>Note:</strong> <strong>You may only create users in roles below your own</strong></p>
<p>After choosing a role, select the <a href="https://koroid.com/support-category/locations/">Location(s)</a> where they will be working. Then input their necessary contact and login information.</p>
<p>Click the blue <strong>NEXT</strong> button to continue.</p>
<p><strong>Note: The next step(s) differ based on the selected user role</strong></p>
<h3>New Administrators and Managers</h3>
<p>The next screen will display their <a href="https://koroid.com/support/user-permissions/">Permissions</a>. These can be left in the default state or adjusted for your needs. Select <strong>NEXT</strong> to save the user.</p>
<h3>New Staff</h3>
<p>For new Staff, Koroid will move to the <a href="https://koroid-website.vercel.app/support/search/job-titles">Job Titles</a> tab. You may add Job Titles for each Location the Staff member is assigned to.</p>
<p>Select <strong>ADD JOB TITLES</strong> beside each Location and then choose from the dropdown menu options.</p>
<p>At the bottom of the page you must enter an <a href="https://koroid.com/support/employment-types/">Employment Type</a> and any <a href="https://koroid.com/support/credentials/">Credentials</a> for the user.</p>
<p>Select <strong>NEXT</strong> to save and move to their Permissions tab. These can be left in the default state or adjusted for your needs.</p>
<p>Select <strong>NEXT</strong> to save and move to their <a href="https://koroid.com/support/manage-availability/">Availability</a> tab. Add their availability or leave this empty for the user to fill in.</p>
<p>The new user profile is now complete!</p>
<p><strong>Note: You can return to a <a href="https://koroid-website.vercel.app/support/search/edit-user-profiles">user's Profile</a> via the <a href="https://koroid.com/support/users-page-overview/">Users</a> page to make changes later on.</strong></p>


Add a New User

<p>Departments are linked to <a href="https://koroid.com/support-category/locations/">Locations</a>, so make sure you have selected the correct Location before editing Departments.</p>
<p><strong>Note: Only Administrators and Owners can edit Departments.</strong></p>
<p><strong>Note: Each Department must have an assigned Manager before a schedule can be made.</strong></p>
<h3>Assign a Manager</h3>
<p>To assign a Manager to a Department, select the pencil icon beside the Department you want to edit, or create a new one.</p>
<p>The screen will display the Staffing Details for the selected Department. Staffing Details outline which Staff Groups are available for scheduling in the selected Department.</p>
<p>Begin by selecting the Staff Group you want to assign, followed by the Job Titles within that Staff Group.</p>
<p>Then select the Manager you'd like to assign. You may assign multiple Managers to each Staff Group.</p>
<p><strong>Note: Only users with the role of Manager will show up here. You will need to create multiple Staffing Details for Managers who oversee multiple Staff Groups.</strong></p>
<p>You may add as many new Staffing Details as you like. Then click <strong>UPDATE DEPARTMENT</strong> to save your changes.</p>
<h3>Editing Managers</h3>
<p>To edit Managers of a Department, select the pencil icon beside the Department you want to edit.</p>
<p>The screen will display the Staffing Details for the selected Department. Change any selections you'd like in the Staffing Details.</p>
<p>After making your changes click <strong>UPDATE DEPARTMENT</strong> to save them.</p>


Assign Managers to Departments

<p>A created Shift must be <strong>Assigned</strong> or <strong>Offered</strong> to Staff that qualify.</p>
<p>Once your new shift is complete, you will be brought to the first date inputted on the previous modal. You can select dates from the calendar on the left side of the modal to move between shifts associated with the selected shift.</p>
<p>You can also select an orange Shift Request on the <a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">Schedules Page</a> to display the shift details and all qualified Staff.</p>
<p>There are toggles for each <strong><a href="https://koroid-website.vercel.app/support/search/job-titles">Job Title</a></strong> as well as for <strong>Assigning</strong> and <strong>Offering</strong> the shift. Additionally, you can search for staff using the filter on the top, this will sort Staff in both left and right columns.</p>
<h3>Assign Shift</h3>
<p>To assign users to a shift, select the checkbox associated with each user that has matching <a href="https://koroid-website.vercel.app/support/search/manage-availability">Availability</a>, each user will be displayed on the right side in the <strong>shift status column</strong>. There will be an icon indicating the user can be <strong>directly assigned</strong>. You can only select the number of users needed for each shift to be filled, once this limit is reached the remaining checkboxes will be disabled.</p>
<p>After you are comfortable with the users selected, you must click the <strong>SAVE</strong> button to send out notifications and complete the process.</p>
<p><strong>Note: Assigning a Staff member overrides any pending shift offers.</strong></p>
<h3>Offer Shift</h3>
<p>For Staff that do not have matching <a href="https://koroid-website.vercel.app/support/search/manage-availability">Availability</a>, you can still <strong>OFFER THE SHIFT</strong>. A shift offer is not assigned until a Staff member accepts it.</p>
<p>To offer users a shift, select the checkbox associated with each user that is not directly assignable, each user will be displayed on the right side in the <strong>shift status column</strong>. You can only select 5x the number of users needed for each shift to be filled, once this limit is reached the remaining checkboxes will be disabled.</p>
<p>After you are comfortable with the users selected, you must click the <strong>SAVE</strong> button to send out notifications and complete the process.</p>
<p>Once a user accepts the shift offer, there will be a green checkbox icon next to their name - instead of the yellow pending hourglass.</p>
<p><strong>Note: Once a Staff member reaches their daily max hours, they will no longer appear in shift matching for that date.</strong></p>
<p><strong>Note: Koroid notifies users of assigned or offered shifts according to their preferred <a href="https://koroid.com/support/notifications-and-notification-settings/">notification</a> settings.</strong></p>
<p>Once you are satisfied with the current shift, you may select the next shift within the calendar on the right hand side of the modal. This allows you to easily move between dates created with the same shift request.</p>


Assign or Offer a Shift

<p>Information throughout Koroid is often linked to a specific <a href="https://koroid.com/support-category/locations/">Location</a>. You can see your Current Location in the upper right corner from any screen.</p>
<p>To change your current location click on the Location name.</p>
<p>Select the Location you'd like to view, and click <strong>CHANGE</strong>.</p>
<p>You are only able to view Locations to which you are assigned.</p>


Change Current Location

<p>To <strong>Add a Shift(s)</strong> navigate to <strong><a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">Schedules</a></strong> from the sidebar menu and select <strong>ADD SHIFT</strong>.</p>
<p>Begin by selecting the <strong>Date</strong> or multiple <strong>Dates</strong>. Then chose the <strong><a href="https://koroid-website.vercel.app/support/search/manage-departments">Department</a></strong> and <strong><a href="https://koroid-website.vercel.app/support/search/staff-groups">Staff Group</a></strong>. Then enter the shift(s) time. Finally, if you would like to repeat these shifts, toggle the <strong>Recurrence box</strong>. You will have the option to <strong>repeat every day, each week, or monthly</strong> depending on the number of dates you initially selected. The recurrence options help you handle repetitive events automatically.</p>
<p>You must add a minimum of one <strong><a href="https://koroid-website.vercel.app/support/search/job-titles">Job Title</a></strong> that will need to be associated with the shift(s). Each Job Title must include a number for how many users will be needed for the shift(s) and may optionally include any required <a href="https://koroid-website.vercel.app/support/search/credentials">Credentials</a> (eg. RN, LPN, Fluent Spanish Speaker).</p>
<p>Once you've completed the <strong>Create Shift(s)</strong> form select <strong>NEXT</strong> to save it. You will then be brought to the first date selected in your new shift(s) where you are able to Add Staff.</p>
<p><strong>Note: When viewing a Created Shift, Koroid will automatically display all Staff that qualify. Staff with matching <a href="https://koroid-website.vercel.app/support/search/manage-availability">Availability</a> can be directly assigned, while Staff without matching <a href="https://koroid-website.vercel.app/support/search/manage-availability">Availability</a> can be offered the Shift.</strong></p>
<p><strong>Note: Open shifts will display on the Schedules Page in orange until they are assigned or a shift offer is accepted. Once assigned or accepted they will display as green.</strong></p>


Create Shift(s)

<p>The Credentials section allows you to track specialties and licenses for <a href="https://koroid-website.vercel.app/support/search/user-roles">Staff members</a>. These fields can be linked to particular <a href="https://koroid.com/support/staff-groups/">Staff Groups</a> and <a href="https://koroid.com/support/staffing-demand/">Staffing Demands</a> to ensure that the most qualified Staff are assigned where they are needed.</p>
<p><strong>Note: This page refers to managing Credentials for an entire <a href="https://koroid-website.vercel.app/support/search/change-current-location">Location</a>. Follow these links to learn about assigning Credentials to <a href="https://koroid.com/support/edit-user-profiles/">Staff or Managers</a>, or creating <a href="https://koroid.com/support/staff-groups/">Staff Groups</a> and <a href="https://koroid.com/support/create-shift-request/">Shifts</a> with associated Credentials.</strong></p>
<h3>Add a Credential</h3>
<p>Navigate to the settings panel on an <a href="https://koroid-website.vercel.app/support/search/user-roles">Owner account</a> and select <strong>Credentials</strong> from the left sided bar menu. Click on the <strong>+</strong> symbol.</p>
<p>Enter a Name and select whether the Credential is an official license (eg. RN, LPN, PA) or a specialty/skill (eg. Spanish Speaker). You can create as many Credentials as you like.</p>
<p>Click <strong>SAVE CREDENTIALS</strong> to save any new Credentials.</p>
<h3>Edit a Credential</h3>
<p>Click on Credential you’d like to edit and enter your changes</p>
<p>You must select <strong>SAVE CREDENTIALS</strong> to save any changes.</p>
<h3>Delete a Credential</h3>
<p>Select the red minus symbol beside the Credential you want to delete.</p>
<p>A box will appear asking you to confirm this decision. To proceed, click <strong>CONFIRM</strong>.</p>
<p><strong>Note: Deleting a Credential will remove that data from all places it is currently in use.</strong></p>


Credentials

<p>Custom Fields are additional sections that are added to <a href="https://koroid.com/support/staff-groups/">Staff Groups</a>, <a href="https://koroid.com/support-category/departments/">Departments</a>, or <a href="https://koroid.com/support/glossary/">User Profiles</a> in Koroid. These fields can be used to track and manage information specific to an Organization's needs.</p>
<p><strong>Note: Custom Fields can only be created by Owners in Koroid.</strong></p>
<h3>Add a Custom Field</h3>
<p>Navigate to the settings panel on an <a href="https://koroid.com/support/user-roles/">Owner account</a> and select <strong>Custom Fields</strong> from the left sided bar menu. Click on the <strong>+</strong> symbol.</p>
<p>Enter a Name and select the area where you'd like the Custom Field to display. You can add as many Custom Fields as you like.</p>
<p>Click <strong>SAVE CUSTOM FIELDS</strong> to save any new Custom Fields.</p>
<h3>Edit an Existing Custom Field</h3>
<p>Click on field you'd like to edit and enter your changes</p>
<p>You must select <strong>SAVE CUSTOM FIELDS</strong> to save any changes.</p>
<h3>Delete a Custom Field</h3>
<p>Click on the red minus symbol beside the custom field you want to delete.</p>
<p>A box will appear asking you to confirm. To proceed, click <strong>DELETE</strong>.</p>
<p><strong>Note: Deleting a Custom Field will remove that data from all places it is currently in use.</strong></p>


Custom Fields

<h4>Note: The appearance of your Dashboard page is based on your <a href="https://koroid-website.vercel.app/support/search/user-roles">User Role</a>.</h4>
<h3>For Owners &#x26; Admins</h3>
<p>The Dashboard gives you an overview of your <a href="https://koroid-website.vercel.app/support/search/change-current-location">Locations</a> and <a href="https://koroid-website.vercel.app/support/search/manage-departments">Departments</a> in Koroid. It displays two core metrics to help track efficiency across your organization:</p>
<ul>
<li>Total Shifts &#x26; Percent Filled</li>
<li>Total Offers &#x26; Response Rate</li>
</ul>
<p>Specific data for Shifts and Offers, by day or Location, can be seen when hovering over the bar graph and percentage gauge.</p>
<p>You can view different date ranges using the buttons in the upper left corner: <strong>This Week, Next Week, This Month, Next Month.</strong></p>
<p>You can use the <strong>‘Sort By‘</strong> menu to re-order your Locations by different parameters including: Filled Shifts, Response Rate, Name.</p>
<p>To view the Departments within an individual Location, select <strong>VIEW DEPARTMENTS</strong>.</p>
<p>To go back to all Locations view, select <strong>VIEW LOCATIONS.</strong></p>
<h3>For Managers &#x26; Staff</h3>
<p><strong>Managers:</strong> The Dashboard displays current date, Pending shift count, recent user logins, and all weekly shifts.</p>
<p><strong>Staff:</strong> The Dashboard displays current date and a graph of your weekly shifts.</p>


Koroid Dashboard Overview

<p><strong>Note: You can not remove users that have active shifts. Only inactive users can be deleted!</strong></p>
<p>Only inactive users can be removed from Koroid. To deactivate a user please follow the <a href="https://koroid-website.vercel.app/support/search/user-status">User Status supports documentation.</a></p>
<p>Navigate to the <a href="https://koroid-website.vercel.app/support/search/edit-user-profiles">profile page</a> of the user you want to delete. Select <strong>DELETE USER.</strong> A box will appear asking you to confirm this decision. To proceed, click YES.</p>


Delete a User

<p>To edit a <strong>Completed Shift</strong> navigate to <strong><a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">Schedules page</a></strong> from the sidebar menu and select the shift you would like to edit.</p>
<p>To edit the Shift select the <strong>EDIT SHIFT</strong> button on the shift modal with pending offers or with remaining openings, or the pencile symbol next to the shift time for the assigned shifts. You may edit the shift start and end times, confirm the changes are correct, once done click the <strong>SAVE</strong> button to complete the update. Shift updated after completion will be marked with <strong>SHIFT TIME EDITED</strong> tag. Completed shift times may only be edited 6 hours backwards or forwards and are limited by the Staff Groups maximum shift length.</p>
<h3>Mark shift as No Show</h3>
<p>To mark a <strong>Completed Shift</strong> as <strong>No Show</strong> navigate to <a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">Schedules page</a> from the sidebar menu and select the shift you would like to edit.</p>
<p>Once you are viewing the shift, select the <strong>EDIT</strong> button on the shift modal. Once you enter the edit function, a <strong>NO SHOW</strong> button will appear, confirm the changes are correct. Another modal will appear to confirm you would like to proceed. Complete the process by clicking the <strong>No Show</strong> button once more. Shifts marked as <strong>NO SHOW</strong> will display a <strong>MARKED AS NO SHOW</strong> tag. Marking a shift as <strong>No Show</strong> will be limited to 24 hours after the shift end time has past.</p>


Edit a Completed Shift

<p><strong>Note: Only Owner accounts can edit Locations.</strong></p>
<p>To edit a Location select the pencil icon next to the Location you want to edit.</p>
<p>Here you can edit the name and address details, as well as add or edit <a href="https://koroid.com/support/manage-shift-times/">Shift Times</a>.</p>
<p>Click <strong>UPDATE LOCATION</strong> to save any changes.</p>


Edit Location

<p><strong>Note: When editing or deleting shift offers we suggest verifying any new details with the currently scheduled Staff.</strong> <strong>You are responsible that the new shifts align with the original Staff member's <a href="https://koroid-website.vercel.app/support/search/manage-availability">availability</a>, or are offered to additional Staff.</strong></p>
<h3>Edit Shift(s)</h3>
<p>To edit an upcoming Shift(s) that has not been completed yet select the <strong>EDIT SHIFT</strong> button on the shift modal with pending offers or with remaining openings, or the pencile symbol next to the shift time for the assigned upccoming shifts. You may edit the shift start and end times and adjust the number of needed staff.
Once done click the <strong>SAVE</strong> button to complete the update.</p>
<p><strong>Note: If you are editing a repeating shift a prompt will ask you if you would like to save these changes for the current shift or for the current and the following shifts. Mark the option that you want to apply and click the <strong>SAVE</strong> buton to complete the update.</strong></p>
<h3>Delete Shift(s)</h3>
<p>To delete a Shift(s), select <strong>DELETE SHIFT</strong> from the modal. A prompt will ask you to confirm, select <strong>DELETE</strong> to confirm and save.</p>
<p><strong>Note: If you are deleting a repeating shift(s) a prompt will ask you if you would like to delete the current shift or the current and the following shifts. Mark the option that you want to apply and click the <strong>DELETE</strong> buton to comfirm.</strong></p>
<p><strong>Note: When deleting a shift(s) created with multiple Job Titles all of them will be DELETED and not just the one that is currently visible. Assigned shifts within that Shift(s) (if any) will also be deleted.</strong></p>


Delete/Edit Shift(s)

<h3>Edit Your Profile</h3>
<p><strong>Note: Not all users have access to edit profiles. If you are unable to make edits to your own profile, please contact your Manager.</strong></p>
<p>To edit your own Profile, navigate to the <a href="https://koroid.com/support/profile-page-overview/">Profile</a> page from the sidebar menu. Select the area you'd like to update and make any changes.</p>
<p><strong>Note: You can only change contact information related to your account.</strong></p>
<p>You must select <strong>SAVE PROFILE</strong> to save any changes.</p>
<h3>Edit Another User's Profile</h3>
<p>To edit another user's Profile, navigate to the <a href="https://koroid.com/support/users-page-overview/">Users</a> page from the sidebar menu. Select the user you'd like to edit.</p>
<p><strong>Note: You can only edit the Profiles of users in roles below your own.</strong></p>
<p>When viewing their Profile you can edit their <a href="https://koroid.com/support/user-roles/">User Role</a>, assigned <a href="https://koroid.com/support-category/locations/">Locations</a>, Job Titles, <a href="https://koroid.com/support/credentials/">Credentials</a>, <a href="https://koroid.com/support/user-permissions/">Permissions</a>, and <a href="https://koroid.com/support/manage-availability/">Availability</a>.</p>
<p><strong>Note: Changing the User Role will automatically change the user's Permissions and default notifications.</strong></p>


Edit User Profiles

<p>Employment Types refer to the employment status options for your <a href="https://koroid-website.vercel.app/support/search/user-roles">Staff</a>. You can use this setting to manage various employment agreements.</p>
<p>Each Employment Type has a customizable Max Hours per Week and Max Hours per Day setting. Max Hours per Week sets a limit on how many total hours each User can be scheduled for throughout a given week. Max Hours per Day sets a limit on how many total hours each User can be schedule for throughout a given 24-hour period.</p>
<p>When a User is assigned an Employment Type from the Jobs tab of their Profile, the Max Hours per Week and Max Hours per Day sittings will be visible, but not be editable.</p>
<p><strong>Note: Employment Types can only be managed by <a href="https://koroid-website.vercel.app/support/search/user-roles">Owners</a> in Koroid.</strong></p>
<p><strong>Note: Full-Time and Part-Time are default Employment Types and cannot be removed (their Max Hours can be changed).</strong></p>
<h3>Adding a New Employment Type</h3>
<p>Navigate to the settings panel on an <a href="https://koroid-website.vercel.app/support/search/user-roles">Owner account</a> and select the dropdown menu for Employment Types. Click on the <strong>+</strong> symbol to add new Employment Types.</p>
<p>Enter a Name and the Max Hours Per Week allowed for that Employment Type. Click <strong>SAVE EMPLOYMENT TYPES</strong> to save.</p>
<h3>Edit Existing Employment Types</h3>
<p>Select the name or max hours you wish to change. After editing click <strong>SAVE EMPLOYMENT TYPES</strong> to save the changes.</p>
<h3>Deleting an Employment Type</h3>
<p>Click on the red minus symbol beside the Employment Type you want to delete.</p>
<p>You will be asked to confirm your decision. Click <strong>DELETE</strong> to proceed.</p>
<p><strong>Note: If there are employees assigned to the employment type you want to delete you must remove them before deletion is enabled.</strong></p>


Employment Types

<p>These are the definitions we use for the terminology in Koroid. <strong>If you don't see a term here, or are confused by something, please let us know.</strong></p>
<h4>Administrator</h4>
<ul>
<li>Role for person(s) overseeing Location(s). Able to create and maintain users in roles of Manager and Staff.</li>
</ul>
<hr>
<h4>Assign Shift</h4>
<ul>
<li>Adds a Shift to a Staff member's Shift Calendar. Only allowed when Staff member's Availability aligns with the Shift specifics.</li>
</ul>
<hr>
<h4>Availability</h4>
<ul>
<li>Section of Profile page where Staff create blocks of time during which they prefer to work. Shifts that align with Staff availability can be assigned directly.</li>
</ul>
<hr>
<h4>Cancellation Request</h4>
<ul>
<li>Staff assigned to a shift can request removal. These requests are subject to approval by a Manager.</li>
</ul>
<hr>
<h4>Credentials</h4>
<ul>
<li>Skills or qualifications used to manage shift requirements when scheduling.</li>
</ul>
<hr>
<h4>Dashboard</h4>
<ul>
<li>The Koroid Web App landing page. Widgets will display pertinent information depending on your User Role.</li>
</ul>
<hr>
<h4>Department</h4>
<ul>
<li>Area of specialist care inside a hospital or clinic.</li>
</ul>
<hr>
<h4>Employment Type</h4>
<ul>
<li>Indicates the hours per week that Staff are approved to work.</li>
</ul>
<hr>
<h4>Job Title</h4>
<ul>
<li>Designations within Staff Groups to assign individual responsibilities. Often tied to particular Staff credentials.</li>
</ul>
<hr>
<h4>Location</h4>
<ul>
<li>An individual site, owned and operated by an Organization.</li>
</ul>
<hr>
<h4>Manager</h4>
<ul>
<li>Role for person(s) creating and maintaining schedules for Departments and Staff Groups. Have access to editing and creating Staff.</li>
</ul>
<hr>
<h4>Organization</h4>
<ul>
<li>A group that oversees multiple Locations.</li>
</ul>
<hr>
<h4>Owner</h4>
<ul>
<li>Role designating the highest permission access and authority within Koroid. Able to create and maintain users in roles of Administrator, Manager, and Staff.</li>
</ul>
<hr>
<h4>Permissions</h4>
<ul>
<li>Settings that determine access to certain Koroid features.</li>
</ul>
<hr>
<h4>Profile</h4>
<ul>
<li>Page that displays contact and work information.</li>
</ul>
<hr>
<h4>Schedule</h4>
<ul>
<li>Feature available to Manager for creating, assigning, and offering shifts at a chosen Location.</li>
</ul>
<hr>
<h4>Shift</h4>
<ul>
<li>A scheduled period of work. Created for a specific date, time and Location.</li>
</ul>
<hr>
<h4>Shift Calendar</h4>
<ul>
<li>View provided to Staff of their personal schedule.</li>
</ul>
<hr>
<h4>Shift Offer</h4>
<ul>
<li>An invitation to fill an open shift that falls outside of a user's Availability.</li>
</ul>
<hr>
<h4>Shift Request</h4>
<ul>
<li>The feature Managers use to add a Shift to the Schedule.</li>
</ul>
<hr>
<h4>Staff</h4>
<ul>
<li>Shift workers within an Organization. Assigned to one or more Locations and have the most limited permissions.</li>
</ul>
<hr>
<h4>Staff Group</h4>
<ul>
<li>A collection of Staff that share a job function. These can be further distinguished using Credentials.</li>
</ul>
<hr>
<h4>Staffing Demand</h4>
<ul>
<li>A Koroid feature that allows Managers to create and fill recurring schedules.</li>
</ul>
<hr>
<h4>User Roles</h4>
<ul>
<li>A designation that automatically limits permissions and access in Koroid.</li>
</ul>


Koroid Glossary

<p>This Koroid feature allows <a href="https://koroid.com/support/user-roles/">Owners</a> to view the app from another user's account. Use this tool to help diagnose issues for another user, or make edits on their behalf.</p>
<h3>Begin Impersonating a User</h3>
<p>Navigate to the <a href="https://koroid.com/support/users-page-overview/">Users</a> page from the side menu. Select the user you'd like to impersonate.</p>
<p>In the user's <a href="https://koroid.com/support/profile-page-overview/">Profile</a> page you'll find the <strong>IMPERSONATE</strong> button next to their profile picture.</p>
<p>Koroid will reload with a view of the impersonated user's Dashboard.</p>
<h3>Stop Impersonating a User</h3>
<p>From any page in the Koroid app you can stop impersonating the user.</p>
<p>To do so click the <strong>STOP IMPERSONATING</strong> button along the top of the screen.</p>
<p>Koroid will return you to the Users page.</p>


Impersonate a User

<p>Job Titles designate an employee within a <a href="https://koroid.com/support/staff-groups/">Staff Group</a>. By creating accurate Job Titles you can align users with your scheduling needs quickly and efficiently.</p>
<p>Each Job Title has a customizable Max Shift Duration setting. This sets a limit on the total length of time that a User can work for one individual shift. For example, if Max Shift Duration is set to 12 hours, a User with this Job Title cannot be assigned to any shifts with a duration longer than 12 hours.</p>
<p>When a User is assigned a Job Title from the Jobs tab of their Profile, the Max Shift Duration setting will be visible, not be editable.</p>
<h3>Add</h3>
<p>To add Job Titles navigate to the <a href="https://koroid.com/support/staff-groups/">Staff Groups</a> page. Add Job Titles to an existing Staff Group by selecting its pencil icon or create a <strong>NEW STAFF GROUP</strong> and add Job Titles there.</p>
<p>Inside the Staff Group select <strong>ADD JOB TITLE</strong>. You can add as many Job Titles as you need.</p>
<p>Save your new Job Titles by clicking <strong>UPDATE STAFF GROUP</strong> (or <strong>CREATE STAFF GROUP</strong> if you are creating a new Staff Group).</p>
<h3>Edit</h3>
<p>To edit a Job Title select the pencil icon beside a Staff Group. Make any changes and click <strong>UPDATE STAFF GROUP</strong> to save.</p>
<h3>Remove</h3>
<p>To remove a Job Title select the pencil icon beside a Staff Group. Click the red minus circle beside the job title you want to remove.</p>
<p>Click on <strong>UPDATE STAFF GROUP</strong> to save.</p>


Job Titles

<p>You must have an <a href="https://www.okta.com/">Okta</a> account to use Koroid. You can log in to the Koroid web or mobile app using your Okta credentials. Once logged in, you'll see your <a href="https://koroid.com/support/dashboard-overview/">Koroid Dashboard</a>, and the features available based on your <a href="https://koroid.com/support/user-roles/">User Role</a>.</p>
<p>Koroid requires that your organization’s email domains are configured within Okta to enable login. Please reach out to support@koroid.com for assistance.</p>
<p><strong>If you don't already have an Okta account, contact your Administrator to get set up.</strong></p>


Log In to Koroid

<p>The Availability feature allows Staff to create preferences for their schedule. Staff can input the times that they are available, or prefer, to work.</p>
<p>Keeping Availability up to date helps ensure straightforward and effective scheduling.</p>
<p><strong>Note: Managers can make Shift Offers outside of posted availability. Staff can only be directly Assigned to a shift that matches their availability.</strong></p>
<h3>Web App</h3>
<h4>Add Availability</h4>
<p>Navigate to the <a href="https://koroid.com/support/profile-page-overview/">Profile page</a> and select the <strong>AVAILABILITY</strong> tab. The calendar will display any current or past availability. Select <strong>ADD TIME BLOCK</strong> to to enter any new availability. Select the start date, time, and duration. If you want the availability block to repeat, check the Recurrence box. The recurrence options help you handle regular events automatically.</p>
<p>When finished, select <strong>SAVE</strong> to add the time block to your calendar.</p>
<p><strong>Note: You can not save an overlapping availability. You will need to MERGE the overlapping time blocks, or CANCEL to go back to fix the overlap.</strong></p>
<h4>Edit Availability</h4>
<p>To edit availability, select the block you want to edit and make any changes. Make sure to <strong>SAVE</strong> after finishing your edits.</p>
<p><strong>Note: Saving changes to a recurring availability will present two options.Selecting THIS PERIOD will update the current event. Selecting THIS AND FOLLOWING PERIODS will update the current event and all others in the series.</strong></p>
<h3>Mobile App</h3>
<h4>Adding Availability</h4>
<p>View the Availability page by selecting it from the navigation bar. The calendar will display any availability in the current month.</p>
<p>To add availability, select the <strong>ADD</strong> icon in the upper right corner. Select the start date, time, and duration. If you want the availability block to repeat, select the Repeat dropdown. The repeat options help you handle regular events automatically.</p>
<p>When finished, select <strong>SAVE</strong> to add the time block to your calendar.</p>
<p><strong>Note: You can not save an overlapping availability. You will need to MERGE the overlapping time blocks, or CANCEL to go back to fix the overlap.</strong></p>
<h4>Editing Availability</h4>
<p>To edit availability, select the block from the drawer on the Availability page. While viewing the details, scroll down and select <strong>EDIT</strong>. After making any changes, select <strong>SAVE</strong> at the bottom.</p>
<p><strong>Note: Saving changes to a recurring availability will present two options. You can choose to update only THIS PERIOD or THIS AND FOLLOWING PERIODS.</strong></p>


Manage Availability

<p>Staff assigned to any shift can submit a Cancelation Request. An <a href="https://koroid-website.vercel.app/support/search/user-roles">Admin</a> must <strong>Approve</strong> or <strong>Decline</strong> all requests. <a href="https://koroid-website.vercel.app/support/search/user-roles">Managers</a> may have the permission to handle shift requests turned on by their Admin.</p>
<h3>Approve a Cancelation Request</h3>
<p>Cancelation Requests appear in red on the <a href="https://koroid.com/support/schedules-page-overview/">Schedules</a> page or on the right side column of the Add Staff modal (shift status column) as a red exclamation point. Selecting the shift gives you the option to <strong>Approve</strong> or <strong>Decline</strong> the request. Approving a request will remove the Staff member from the shift. The shift will revert to open (orange).</p>
<p><strong>Note: Shifts remain assigned to the Staff member until the Cancelation Request is approved.</strong></p>
<p><strong>Note: Staff removed from a shift via a Cancelation Request can not be rescheduled for that same shift.</strong></p>
<h3>Decline a Cancelation Request</h3>
<p>Select a red shift on the <a href="https://koroid.com/support/schedules-page-overview/">Schedules</a> page or on the right side column of the Add Staff modal (shift status column) as a red exclamation point. In the event details you can <strong>Decline</strong> the Cancelation Request.</p>
<p>Declining a Cancelation Request keeps the Staff member scheduled for that shift. They will receive a <a href="https://koroid-website.vercel.app/support/search/notifications">notification</a> that their shift cancellation request was declined.</p>


Manage Cancelation Requests

<p>Departments are linked to <a href="https://koroid.com/support/search/change-current-location">Locations</a>, so make sure you have selected the correct Location before adding or editing Departments.</p>
<p><strong>Note: Only <a href="https://koroid-website.vercel.app/support/search/user-roles">Administrators</a> and <a href="https://koroid-website.vercel.app/support/search/user-roles">Owners</a> can add or edit Departments.</strong></p>
<h3>Create a New Department</h3>
<p>To add a new department to your <a href="https://koroid-website.vercel.app/support/search/change-current-location">location</a>, click on <strong>ADD DEPARTMENT.</strong></p>
<p>Begin by naming the new department and entering the necessary contact information. Select one or multiple <a href="https://koroid.com/support-category/staff-groups/">Staff Groups</a> that are authorized to work in the new department. Any <a href="https://koroid.com/support/custom-fields/">Custom Fields</a> added by an <a href="https://koroid-website.vercel.app/support/search/user-roles">Owner</a> will show up here and allow you to provide additional detail about the Department. Click <strong>SAVE DEPARTMENT</strong> to save your new Department.</p>
<p>A notification bar will confirm its creation.</p>
<h3>Edit Existing Departments</h3>
<p>To edit a Department, click on the pencil icon beside the Department you want to edit. You can update contact information, authorized Staff Groups and Custom Fields.</p>
<p>To save any changes click <strong>UPDATE DEPARTMENT</strong>.</p>
<p>A notification bar will confirm your changes.</p>


Manage Departments

<p>Shift Times allow you to quickly schedule users to common shifts at each <a href="https://koroid.com/support-category/locations/">Location</a> of your <a href="https://koroid.com/support/glossary/">Organization</a>. They are linked to Locations so they have to be added to each Location separately.</p>
<p><strong>Note: Only Owners can add, edit, and remove Shift Times.</strong></p>
<h3>Add a New Shift Time</h3>
<p>Select the Location where you would like to add a Shift Time. Click on <strong>ADD NEW SHIFT TIME</strong>.</p>
<p>You can enter a custom <strong>Label</strong> and <strong>Short Code</strong> to easily identify this Shift Time when scheduling. Set the start and end times and click <strong>UPDATE LOCATION</strong> to save.</p>
<p>You will now see this Shift Time available when scheduling at that location.</p>
<h3>Edit Shift Times</h3>
<p>Navigate to the Locations page and select the pencil icon beside the Location you want to edit.</p>
<p>Make any changes to the Shift Times you'd like to edit.</p>
<p>Be sure to click <strong>UPDATE LOCATION</strong> to save any changes you make.</p>
<h3>Remove a Shift Time</h3>
<p>Navigate to the Locations page and select the pencil icon beside the Location you want to edit.</p>
<p>Click on the red minus symbol next to the Shift Time you want to remove.</p>
<p>Then click <strong>UPDATE LOCATION</strong> to save.</p>


Manage Shift Times

<p>The Koroid Mobile App is designed for Staff Members to view and manage their account from anywhere.</p>
<ul>
<li>View upcoming shifts</li>
<li><a href="https://koroid.com/support/respond-shift-offers/">Respond to shift offers</a></li>
<li><a href="https://koroid.com/support/manage-availability/">Add and edit your availability</a></li>
<li><a href="https://koroid.com/support/notifications-and-notification-settings/">Manage your notifications</a></li>
<li>And more...</li>
</ul>
<h4>Use the links here to download the app for your mobile device:</h4>
<p><a href="https://apps.apple.com/us/app/koroid/id1409304397"><img src="https://koroid.com/wp-content/uploads/2021/07/apple-button-goodfigma.png" alt="Download the Koroid Mobile App from the Apple App Store"></a></p>
<p><a href="https://play.google.com/store/apps/details?id=com.koroid&#x26;hl=en_US&#x26;gl=US"><img src="https://koroid.com/wp-content/uploads/2021/07/google-play-badgefigma.png" alt="Download the Koroid Mobile App from the Google Play Store"></a></p>


Koroid Mobile App

<h3>On Web</h3>
<p>View your notifications by selecting the bell icon in the upper right corner of any page. The dropdown will show your 5 most recent, unread notifications.</p>
<p>Selecting a notification from the dropdown menu will take you to the Shifts page to display the shift details and options.</p>
<p>Select <strong>VIEW ALL</strong> to see a list of all of your notifications. From this page, you can edit notification settings and set alerts to arrive via email, text, or push. You can also toggle to show only unread notifications.</p>
<p>Select the red trash icon beside a notification to delete it.</p>
<h3>On Mobile</h3>
<p>View your notifications by selecting the Notifications page from the navigation bar. The page will show your 10 most recent notifications. Select <strong>LOAD MORE</strong> at the bottom of the screen to view older notifications.</p>
<p>Selecting a notification will present the shift details and relevant options.</p>
<p>Access the notification settings via the gear icon in the upper right corner. There you can toggle your alerts via email, text, or push.</p>
<h4>Koroid delivers relevant notifications based on your <a href="https://koroid.com/support/user-roles/">User Role</a>.</h4>
<p><strong>Owner</strong> notifications: None</p>
<hr>
<p><strong>Administrator</strong> notifications: Shift Cancelations</p>
<hr>
<p><strong>Manager</strong> notifications: Open Shift (Urgent), Open Shift Offer (No Response), Shift Offer accepted, Shift Offer rejected, Shift Cancelation request, Shift Filled, Shift Cancelation request rejected, Shift Cancelation request accepted</p>
<hr>
<p><strong>Staff</strong> notifications: Shift Cancellation Declined, Shift Canceled, Shift Assigned, Open Shift Offer, Shift Available, Weekly Schedule(Email)</p>


Notifications

<p>Okta is an identity verification tool providing single sign-on (SSO) capabilities. Koroid uses Okta user data when logging in to populate certain details in user profiles: email address, first and last name, and username. <a href="https://koroid-website.vercel.app/support/search/user-roles">Owners and Admins</a> can use the <strong>SYNC WITH SSO</strong> button located at the top of all users <a href="https://koroid-website.vercel.app/support/search/profile-page-overview">Profile pages</a> to sync that user’s details with Okta at any time. User details are also synced from each user’s Okta profile upon login.</p>
<p><strong>Note: User data synced from Okta can not be changed directly on the Koroid <a href="https://koroid-website.vercel.app/support/search/profile-page-overview">profile page</a>. If you do not have access to your Okta profile to make changes, you must contact your administrator to make them for you.</strong></p>


Okta Sync

<p>The Profile page displays your contact information, <a href="https://koroid.com/support/user-roles/">User Role,</a> and assigned <a href="https://koroid.com/support-category/locations/">Location(s)</a>.</p>
<p>For Staff, tabs along the top allow you to view your Job Titles, and manage <a href="https://koroid.com/support/manage-availability/">Availability</a>.</p>
<p>To edit your contact information, User Role, or Location, simply select the area you'd like to update. You must select <strong>SAVE PROFILE</strong> to save any changes.</p>
<p><strong>Note: Not all users have permission to edit their profile. If you are unable to make edits, please contact your Manager.</strong></p>


Profile Page Overview

<p>Navigate to shift via the <a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">Schedules page</a> or from the <strong>FILL SHIFT</strong> modal. Then select the Staff member you'd like to remove. Click <strong>CANCEL</strong> at the bottom of the event details window.</p>
<p>A notification will confirm your changes, and the Staff member will be notified that the shift was canceled.</p>


Remove User from a Shift

<p>Using the Reporting page you can create summary tables of historical Shift Data. Providing reporting helps your organization make better and more informed decisions about staffing. Our goal is to help inform smarter staffing decisions. Owners automatically have the permission to run all reports. Admins have the permission on by default however this permission can be toggled off.</p>
<h3>How to run a report?</h3>
<p>To run a <strong>New Report</strong> navigate to the Reports page from the left side menu. Click on NEW REPORT button in the upper right corner and select the Report Type from the drop down menu. Begin by selecting <strong>Report Filters</strong> or use a <strong>Preset</strong>. Click NEXT button in the lower right corner and Select the Report Data by marking the check box in front of the wanted field or check Select All for all data in report. Click NEXT button in the lower right corner and Select the Data Range. You can select a CUSTOM data range or select a certain DAY, WEEK or MONTH. Click GENERATE to create your report.</p>
<p><strong>Reviewing past reports</strong> - All of your generated/past reports are listed on the main Report page under <strong>ALL REPORTS.</strong> Selecting any report will bring you back into the original report as it was initially generated. To go back to <strong>ALL REPORTS</strong> page click on <strong>REPORTS</strong> button in the lower left corner. To save a report as a preset click on the OPTIONS button in the upper right corner and select Save as Preset.</p>
<p>Select the red trash icon beside a report to <strong>delete</strong> it.</p>
<h3>What is a preset and how do I use them?</h3>
<p><strong>Presets</strong> are previous saved reports regarding the Report Filters/Report Type and the Report Data. They are listed under REPORT PRESETS on the main reporting page. Presets help you to generate consistent reports based on the same set of parameters. To use a Preset you can either select it from your list of saved presets in the first step of creating a NEW REPORT or use the QUICK REPORT button. The QUICK REPORT button will ask you to select a date range before generating a New Report based on that Preset.</p>
<p>To <strong>Edit a Preset</strong>, click on the pencil icon beside the Preset you want to edit. You can update Report Details and Report Data. To save any changes click on SAVE . A notification bar will confirm your changes.</p>
<p>Select the red trash icon beside a preset to <strong>delete</strong> it.</p>
<h3>Types of Reports</h3>
<ul>
<li>Shift offers</li>
<li>Shift details</li>
<li>Availability</li>
</ul>


Reporting

<p>This feature allows Staff to request changes to their schedule if the need arises. Koroid makes it easy to submit the request and for the Managers to fill the empty shifts.</p>
<p><strong>Note: Cancelation Requests can not be made less than 24 hours before the shift start time. You must contact your supervisor in these instances.</strong></p>
<p><strong>Note: Cancelation Requests are subject to approval from a Manager. Until approved, or if declined, the shift is the responsibility of the Staff member.</strong></p>
<h3>Using the Koroid Web App</h3>
<p>Select the shift you'd like to cancel. You can find the shift on the <a href="https://koroid.com/support-category/calendar/">Shifts Calendar</a> page or in your notifications menu. Once you've opened the shift details you will see the option to <strong>REQUEST CANCELATION</strong>.</p>
<h3>Using the Koroid Mobile App</h3>
<p>Find the shift you'd like to cancel in the Shifts or Notifications pages. While viewing the shift details you will see the option to <strong>REQUEST CANCELATION</strong>.</p>


Request a Shift Cancelation

<p>Shift Offers are invitations to fill any open shifts that falls outside of your provided Availability. You can choose to <strong>Accept</strong> or <strong>Reject</strong> a Shift Offer at your discretion.</p>
<p><strong>Note: Shift Offers are assigned on a first-come, first-served basis.</strong> <strong>If you accept a Shift Offer you will receive an additional notification that you have been assigned to the Shift.</strong></p>
<p><strong>Note: If a Shift Offer has already been claimed, you will get a notification that the offer has expired when you respond to it.</strong></p>
<p>There are multiple ways to respond to a Shift Offer:</p>
<h3>Shift Calendar in Web App</h3>
<p>Locate the Shift Offer in your Shift Calendar. Selecting the shift will display the shift details.</p>
<p>You can then choose to <strong>ACCEPT</strong> or <strong>REJECT</strong> the Shift Offer.</p>
<h3>Notifications in Web App</h3>
<p>Select the Shift Offer from your notification menu to display the shift details.</p>
<p>You can then choose to <strong>ACCEPT</strong> or <strong>REJECT</strong> the Shift Offer.</p>
<h3>Text Message</h3>
<p>When <a href="https://koroid.com/support/notifications-and-notification-settings/">SMS notifications are turned on</a>, Shift Offers will also be sent to users via the phone number provided in their <a href="https://koroid.com/support/profile-page-overview/">Profile</a>.</p>
<p>Shift Offers sent this way will include an assignment code. To accept or reject a Shift Offer, using the code provided, reply with:</p>
<p><strong>Accept + [CODE]</strong> or <strong>Reject + [CODE]</strong></p>
<h3>Mobile App</h3>
<p>On the mobile app you can view the necessary shift details two ways:</p>
<ul>
<li>You can find the shift in the Offered menu on the Shifts page, or</li>
<li>Select the notification for the shift offer on the Notifications page.</li>
</ul>
<p>At the bottom of the shift details you will have the option to <strong>Accept</strong> or <strong>Reject</strong> the offer.</p>
<p>Accepted shifts become assigned and will appear on your Shift Calendar.</p>


Respond to Shift Offers

<h3>Using the Koroid Web App</h3>
<p>To see a shift's details find the shift in your Shift Calendar or in your notifications menu. Once you select the shift you will get a pop-up with all related information.</p>
<p>The Shift Details will always include the Start and End Time as well as Location, Department, Staff Group and Job Title.</p>
<p>From here you can <a href="https://koroid.com/support/request-shift-cancellation/">Request a Shift Cancelation</a> or <a href="https://koroid.com/support/respond-shift-offers/">Respond to a Shift Offer</a>.</p>
<p><strong>Note: All shift times are displayed in the timezone of the shift's Location.</strong></p>
<h3>Using the Koroid Mobile App</h3>
<p>Select the Shifts tab from the navigation menu along the bottom.</p>
<p>The calendar will indicate any Shifts with a blue dot below the date. Each shift will also be listed in the drawer below the calendar. Selecting a shift in the drawer will display that shift's details.</p>
<p>For each month you can view a list of <strong>Assigned</strong> <strong>Shifts</strong> or <strong>Shift Offers</strong> you've received.</p>
<p>Selecting a date on the calendar will automatically scroll to the calendar details for that date.</p>


Review Shift Details

<p>The Schedules Page shows a weekly view of the requested shifts at a particular Location. From here can <a href="https://koroid.com/support/create-shift-request/">ADD SHIFTS</a> to fill the schedule, or <a href="https://koroid.com/support/assign-offer-shift/">assign and offer shifts</a>.</p>
<p><strong>Note: To view or edit the schedule at another Location you must <a href="https://koroid.com/support/change-current-location/">change your Location</a>.</strong></p>
<p>Filter the Schedule view using the fields along the top, or with the <strong>Department</strong> and <strong>Staff Group</strong> buttons.</p>
<p>Assigned shifts display in Green.</p>
<p><a href="https://koroid.com/support/manage-cancelation-requests/">Cancelation Requests</a> from Staff show in Red.</p>
<p>Shifts with pending offers or with remaining openings, display in Orange.</p>
<p>Clicking on a Shift displays the Event Details. This will also display a list of available Staff that may be assigned or eligible staff that may be offered the shift.</p>


Schedules Page Overview

<p>Staff Groups help to organize your Staff for scheduling at each <a href="https://koroid.com/support-category/locations/">Location</a>. Create a Staff Group for any collection of Staff that fulfill specific job functions (ex. X-Ray Techs, Oncologists, Unit Coordinators) at your selected Location.</p>
<h3>Add a New Staff Group</h3>
<p>On the Staff Groups page select <strong>ADD STAFF GROUP</strong>.</p>
<p>Name the Staff Group and assign any <a href="https://koroid-website.vercel.app/support/search/credentials">Credentials</a> or <a href="https://koroid.com/support/manage-shift-times/">Shift Times</a> from the available options. You can add <a href="https://koroid.com/support/job-titles/">Job Titles</a> now or later by clicking <strong>ADD JOB TITLE</strong>.</p>
<p>Click on the <strong>CREATE STAFF GROUP</strong> button to save.</p>
<h3>Edit a Staff Group</h3>
<p>To edit an existing Staff Group, click on the pencil icon at the end of the row.</p>
<p>Once finished, click on the <strong>UPDATE STAFF GROUP</strong> button to save any changes.</p>


Staff Groups

<p>In the top right corner of the Koroid app, you will see "Time Displayed in" next to your <a href="https://koroid-website.vercel.app/support/search/change-current-location">Current Location</a>. You can use this Timezone picker to set the Timezone that you'd like to view. All times, including Shifts and Availability, will be displayed in the Timezone you select.</p>
<p>Click on the picker to select a Timezone, and then click <strong>CHANGE</strong>. You are only able to view Timezones that correspond to the Locations you are assigned to. Note: If the selected Timezone does not match the current Location, you'll see a warning icon.</p>
<p>When creating a new user, their Timezone will default to that of their current Location. If there is no Timezone selected, the first in the list will be set by default.</p>


Current Timezone & Selection

<p>Koroid automatically sets Permissions for new users based on their <a href="https://koroid.com/support/user-roles/">User Role</a>. Organizations can use Permissions to manage access for special use cases if needed.</p>
<p>Owners, Administrators, and Managers can toggle Permissions for any user below them.</p>
<p>You can view the available Permissions for each User Role below.</p>
<p><strong>Note: Permissions are active by default unless marked otherwise.</strong></p>
<p><strong>Note: Owners have all Permissions active and they can't be changed.</strong></p>
<h2>Administrator</h2>
<h4>Departments</h4>
<ul>
<li><strong>View Departments page</strong>: Give user the ability to view the main Departments page.</li>
<li><strong>Edit Departments</strong>: Gives user the ability to edit Departments.</li>
<li><strong>Edit staffing details</strong>: Gives users the ability edit staffing details.</li>
</ul>
<h4>Staff Groups</h4>
<ul>
<li><strong>View Staff Groups page</strong>: Gives user the ability to view the main Staff Groups page.</li>
<li><strong>Edit Staff Groups</strong>: Gives user the ability to edit Staff Groups.</li>
<li><strong>Edit Job Titles</strong> <strong>(Inactive)</strong>: Gives users the ability to edit Job Titles.</li>
<li><strong>Edit Credentials</strong>: Gives user the ability to edit Credentials.</li>
<li><strong>Edit Shift Times</strong>: Gives user the ability to edit Shift Times.</li>
</ul>
<h4>Users</h4>
<ul>
<li><strong>View Users page</strong>: Gives users the ability to view the main Users page.</li>
</ul>
<h5>PROFILE</h5>
<ul>
<li><strong>View others' Profile</strong>: Gives users the ability to view other user's Profiles.</li>
<li><strong>Edit others' Profile</strong>: Gives users the ability to edit other user's Profiles.</li>
</ul>
<h5>JOBS</h5>
<ul>
<li><strong>View others' Job Titles</strong>: Gives users the ability to view other user's Job Titles.</li>
<li><strong>Edit others' Job Titles</strong>: Gives users the ability to edit other user's Job Titles.</li>
</ul>
<h5>PERMISSIONS</h5>
<ul>
<li><strong>View others' Permissions</strong>: Gives users the ability to view other user's Permissions.</li>
<li><strong>Edit others' Permissions</strong>: Gives users the ability to edit other user's Permissions.</li>
</ul>
<h5>AVAILABILITY</h5>
<ul>
<li><strong>View others' Availability</strong>: Gives users the ability to view other user's Availability.</li>
<li><strong>Edit others' Availability</strong>: Gives users the ability to edit other user's Availability.</li>
</ul>
<h4>Scheduling</h4>
<ul>
<li><strong>View Schedules page</strong>: Gives users the ability to view the Schedules page, limited by Staff Groups they belong to.</li>
</ul>
<h5>SHIFT REQUESTS</h5>
<ul>
<li><strong>Create Shift Requests</strong>: Gives users the ability to create Shift Requests.</li>
<li><strong>View Staffing Demand</strong>: Gives users the ability to view the Staffing Demand page.</li>
</ul>
<h5>SHIFT ASSIGNMENT</h5>
<ul>
<li><strong>Directly assign Shifts</strong>: Gives users the ability to assign shifts to other users.</li>
<li><strong>Unassign Shifts</strong>: Gives users the ability to remove scheduled users from a shift.</li>
<li><strong>Handle Cancellation Requests</strong>: Gives users the ability to respond to cancellation requests made by Staff.</li>
<li><strong>Send Shift Offers</strong>: Gives users the ability to offer shifts to other users.</li>
</ul>
<h4>Reports</h4>
<ul>
<li><strong>View reports page</strong>: Gives user the ability to view reports on the Reports page.</li>
<li><strong>Generate reports</strong>: Gives user the ability to generate reports.</li>
<li><strong>Edit report presets</strong>: Gives user the ability to edit report presets.</li>
</ul>
<h4>Profile</h4>
<ul>
<li><strong>Edit own profile</strong>: Gives user the ability to edit their own profile contents.</li>
</ul>
<h2>Manager</h2>
<h4>Users</h4>
<ul>
<li><strong>View Users page</strong>: Gives users the ability to view the main Users page.</li>
</ul>
<h5>PROFILE</h5>
<ul>
<li><strong>View others' Profile</strong>: Gives users the ability to view other user's Profiles.</li>
<li><strong>Edit others' Profile</strong>: Gives users the ability to edit other user's Profiles.</li>
</ul>
<h5>JOBS</h5>
<ul>
<li><strong>View others' Job Titles</strong>: Gives users the ability to view other user's Job Titles.</li>
<li><strong>Edit others' Job Titles</strong>: Gives users the ability to edit other user's Job Titles.</li>
</ul>
<h5>PERMISSIONS</h5>
<ul>
<li><strong>View others' Permissions</strong>: Gives users the ability to view other user's Permissions.</li>
<li><strong>Edit others' Permissions</strong>: Gives users the ability to edit other user's Permissions.</li>
</ul>
<h5>AVAILABILITY</h5>
<ul>
<li><strong>View others' Availability</strong>: Gives users the ability to view other user's Availability.</li>
<li><strong>Edit others' Availability</strong>: Gives users the ability to edit other user's Availability.</li>
</ul>
<h4>Scheduling</h4>
<ul>
<li><strong>View Schedules page</strong>: Gives users the ability to view the Schedules page, limited by Staff Groups they belong to.</li>
</ul>
<h5>SHIFT REQUESTS</h5>
<ul>
<li><strong>Create Shift Requests (Inactive)</strong>: Gives users the ability to create Shift Requests.</li>
<li><strong>View Staffing Demand</strong>: Gives users the ability to view the Staffing Demand page.</li>
</ul>
<h5>SHIFT ASSIGNMENT</h5>
<ul>
<li><strong>Directly assign Shifts</strong>: Gives users the ability to assign shifts to other users.</li>
<li><strong>Unassign Shifts</strong>: Gives users the ability to remove scheduled users from a shift.</li>
<li><strong>Handle Cancellation Requests</strong>: Gives users the ability to respond to cancellation requests made by Staff.</li>
<li><strong>Send Shift Offers</strong>: Gives users the ability to offer shifts to other users.</li>
</ul>
<h4>Profile</h4>
<ul>
<li><strong>Edit own profile</strong>: Gives user the ability to edit their own profile contents*.*</li>
</ul>
<h2>Staff</h2>
<h4>Shifts</h4>
<ul>
<li><strong>View Shifts Calendar</strong>: Gives user the ability to be scheduled for shifts, view, and interact with their own shifts.</li>
<li><strong>Request Shift Cancellation</strong>: Gives user the ability to Request shift cancellation for shifts they are currently scheduled for.</li>
</ul>
<h4>Profile</h4>
<ul>
<li><strong>Edit own profile (Inactive)</strong>: Gives user the ability to edit their own profile contents*.*</li>
</ul>
<h5>JOBS</h5>
<ul>
<li><strong>View own Job Titles</strong>: Gives users the ability to view their own Job Titles.</li>
</ul>
<h5>AVAILABILITY</h5>
<ul>
<li><strong>View own availability</strong>: Gives user the ability to view their own availability.</li>
<li><strong>Edit own availability</strong>: Gives user the ability to edit their own availability.</li>
</ul>


User Permissions

<p>User Roles are assigned when adding a new user, or editing a current one.</p>
<p>Each role has certain <a href="https://koroid.com/support/user-permissions/">Permissions</a> that determine the level of access to Koroid's features.</p>
<p>Koroid's User Roles help establish an employee hierarchy, helping you create and organize your team with ease.</p>
<h3>Owner</h3>
<p>The Owner role is assigned to the person that creates and owns the primary Koroid account. They are responsible for initial setup, creating Locations and Administrators. This person has access to all of Koroid but receives no notifications.</p>
<ul>
<li>Person in this role: IT Manager, Head of Operations, Health Service Manager</li>
<li>Can add/edit all user roles, add Locations for the Organization, and manage Organization wide settings</li>
</ul>
<h3>Administrator</h3>
<p>An Administrator is someone that oversees an entire Location. They are in charge of establishing the user base and structure for their Location. They can do this with Departments, Staff Groups, Credentials, and other Koroid features. These people will use Koroid most often for reporting and tracking purposes.</p>
<ul>
<li>People in this role: Dean of Medicine, Head of Human Resources</li>
<li>Can add/edit Managers and Staff, create Staff Groups and Departments</li>
</ul>
<h3>Manager</h3>
<p>The Manager role is for people in charge of scheduling and managing a Staff Group or Department. The Manager has access to edit and create new Staff profiles. They are essential in making and maintaining Schedules using Koroid.</p>
<ul>
<li>People in this role: Head of Surgery, Lead Nurse, Chief Resident</li>
<li>Can add/edit Staff, create Shift Requests, and manage Schedules</li>
</ul>
<h3>Staff</h3>
<p>The Staff role belongs to all shift workers within an Organization. Staff members can be assigned to several Locations, Departments, and/or Staff Groups. Staff members can use Koroid to view and manage their schedule and availability.</p>
<ul>
<li>People in this role: Nurse, Surgeon, Janitor, Receptionist</li>
<li>Limited to managing own Shifts and Availability</li>
</ul>


User Roles

<p>Users can be set as Active or Inactive with a toggle switch on the Profile page. <a href="https://koroid-website.vercel.app/support/search/user-roles">Owners, Administrators, and Managers</a> have the ability to change a User's status.</p>
<h3>Owners</h3>
<p><strong>Active Owners</strong> have full and complete access to Koroid.</p>
<p><strong>Inactive Owners</strong> will no longer have access to any actions within Koroid. They will maintain view-only access.</p>
<h3>Administrators</h3>
<p><strong>Active Administrators</strong> can <a href="https://koroid-website.vercel.app/support/search/manage-departments">manage departments</a>, run <a href="https://koroid-website.vercel.app/support/search/reports">reports</a>, and view the Schedules page. They will receive <a href="https://koroid-website.vercel.app/support/search/notifications">notifications</a> and have full access to Koroid.</p>
<p><strong>Inactive Administrators</strong> will no longer have access to any <a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">schedules</a> or <a href="https://koroid-website.vercel.app/support/search/reports">reports</a>, and can not edit or add <a href="https://koroid-website.vercel.app/support/search/manage-departments">Departments</a> or <a href="https://koroid-website.vercel.app/support/search/staff-groups">Staff Groups</a>. They will not receive notifications but will maintain view-only access to their assigned pages.</p>
<h3>Managers</h3>
<p><strong>Active Managers</strong> can <a href="https://koroid-website.vercel.app/support/search/create-shift-request">create</a>, <a href="https://koroid-website.vercel.app/support/search/assign-offer-shift">assign, and offer</a> shifts. They will receive notifications and have full access to Korod.</p>
<p><strong>Inactive Managers</strong> will no longer have access to any scheduling. They will not receive notifications but will maintain view-only access to the <a href="https://koroid-website.vercel.app/support/search/schedules-page-overview">Schedules</a>, <a href="https://koroid-website.vercel.app/support/search/users-page-overview">Users</a> and <a href="https://koroid-website.vercel.app/support/search/profile-page-overview">Profile</a> pages.</p>
<h3>Staff Members</h3>
<p><strong>Active Staff</strong> can be <a href="https://koroid-website.vercel.app/support/search/assign-offer-shift">Assigned to and Offered shifts.</a> They will receive notifications and have full access to Koroid.</p>
<p><strong>Inactive Staff</strong> will no longer appear when assigning or offering shifts. They will not receive notifications but will have view-only access to their <a href="https://koroid-website.vercel.app/support/search/profile-page-overview">Profile</a> and Shifts pages.</p>
<p><strong>Note: Users with upcoming shifts can not be made inactive. They must complete the shifts, or be <a href="https://koroid-website.vercel.app/support/search/remove-user-from-shift">removed</a> from them completely. Only inactive users can be <a href="https://koroid-website.vercel.app/support/search/delete-user">deleted</a>.</strong></p>


User Status

<p><strong>Note: The Users page is only accessible, by default, to Managers and above.</strong></p>
<p>The Users page displays all users assigned to your current <a href="https://koroid.com/support-category/locations/">Location</a>. They are organized by <a href="https://koroid.com/support/user-roles/">User Role</a> along the top of the page.</p>
<p>The Administrator and Manager tabs show those user's assigned Location(s) and last login.</p>
<p>The Staff tab will display those user's basic information: Staff Group(s), Job Title(s), Employment Type, and last Shift.</p>
<p>You can use the fields along the top of the Staff tab to sort, or search for a specific Staff member.</p>
<p>Selecting any user will bring you to their <a href="https://koroid.com/support/profile-page-overview/">Profile page</a>.</p>


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