Documentation
Learn how to get the most out of Emplora. Detailed guides on setup, team management, and advanced shift control.
The Sidebar & Navigation
The sidebar is your command center. Depending on your role, you'll have access to various specialized applications.
Dashboard Overview
The main Dashboard provides a bird's-eye view of your labor costs for the current week, total scheduled shifts, and pending time-off requests. It helps you identify coverage gaps at a glance.
Location Switcher
If you manage multiple branches, use the Location Switcher in the top-left sidebar. This filters all apps (Schedule, People, Analytics) to only show data for the selected location.
Integrated Settings
Settings are context-aware. Individual apps like Schedule or Analytics have respective configuration panels in the Settings tab. Here you can adjust location-specific logic, currency formats, and automated budget notifications.
Mastering the Schedule
The schedule is where your team coordination happens. Emplora supports high-speed data entry and conflict detection.
Draft vs. Published Shifts
Shifts you create initially are in Draft state (identifiable by a subtle striped pattern). Draft shifts are invisible to employees, allowing you to iterate on your schedule without sending premature notifications. Once ready, click Publish to make them live.
The Shift Dialog
When creating a shift, you can define:
- Times: Use quick-selection or manual entry for start and end times.
- Assignee: Search and select an employee from the location's roster.
- Recurrence: Set the shift to repeat weekly until a specific end date.
Managing Your Workforce
The People app is your HR hub for onboarding and managing availability.
User Roles
Emplora uses two primary roles to keep permissions simple:
- Managers: Can create schedules, manage location settings, and approve time-off requests.
- Employees: Can view their own schedules, receive task notifications, and submit time-off requests.
CSV Bulk Import
To add your entire team at once, use the CSV Import tool. Download our template, fill in the Name, Email, and Role, and upload it. The system will automatically create profiles and send invitations.
Time-Off Requests
Requests appear in the **Team > Time Off** queue. Managers can view potential scheduling conflicts before approving. Once approved, the employee's availability is updated, and managers are warned if they try to schedule shifts during that period.
Invoices & Preferences
Manage your subscription and personal preferences in the account settings.
Subscription Plans
Visit **Settings > Organization > Billing** to manage your subscription. We use Stripe for secure payments, allowing you to download past invoices and upgrade or downgrade your plan as your business grows.
Profile Management
Update your personal details, change your profile picture, or reset your password in the **Profile** section. You can also configure your individual notification preferences here.
The Staff Portal
Employees have a focused, mobile-responsive view designed for clarity and speed.
Your Schedule
Staff members see a simple calendar of their assigned shifts. Real-time updates mean any change made by a manager appears instantly on their dashboard without needing a refresh.
Submitting Requests
Found a conflict? Employees can tap any date to submit a Time-Off Request. They will receive an in-app notification as soon as the manager reviews it.
Logout & Security
To ensure your data remains private, always use the Logout button found in the profile menu. Signing out will securely end your session and redirect you back to the Emplora Welcome Page, where you can log in again or return to the main website.