Tips & Tricks

Creation date: 24/6/2024 3:01 pm Updated: 24/6/2024 4:05 pm

Engage is a massive application, and sometimes there may be certain elements that you might not realise we have available for you to use.

Here are some random Tips and Tricks found throughout Engage that may make things a bit easier for you in a variety of ways.....

Did you know:

If you are regularly entering new employee records, it may benefit you to use our Employee Profile Template to save you entering the same fields when a new employee starts: https://engagesolutions.jitbit.com/helpdesk/KB/View/41604899-employee-profile-templates

If you are using our Leave module, did you know you can customise Employee Work Schedules so that the time applied for matches their set working hours: https://engagesolutions.jitbit.com/helpdesk/KB/View/41758974-work-schedules

All Engage customers have an Organisation Chart available; this can be found by clicking on Customer Admin / Organisation / Companies / "View" / Org Chart. Please note, only those with Admin: Companies authority will have access to this page.

You have the ability to schedule a weekly Training Report to be emailed to you. To do this, click on Reports / Training Report, and ensure that 'Schedule Report' is enabled to select recipients and day of the week.

If you have a group that regularly meets, in Engage you have the ability to add employees to a Custom Employee Group to save you selecting the same employees every time: https://engagesolutions.jitbit.com/helpdesk/KB/View/41604876-employee-groups

You have the ability to link your Assets to your Training Courses to show you who is and is not qualified to use a certain asset: https://engagesolutions.jitbit.com/helpdesk/KB/View/69565741-linking-assets-to-other-areas-of-engage

If a number of employees completed a training course at the same time, you can bulk-mark the training as completed, rather than work through each individual employee record: https://engagesolutions.jitbit.com/helpdesk/KB/View/72068386-bulk-marking-training-as-complete

If a manager leaves, before their last day you have the ability to redirect all of their current reporting employees over to a new manager (which will redirect incident notifications, leave requests, training reminders etc): https://engagesolutions.jitbit.com/helpdesk/KB/View/58948983-replacing-managers

You have the ability to customise your own Engage Dashboard: https://engagesolutions.jitbit.com/helpdesk/KB/View/41730175-your-engage-dashboard

You can also customise the Quick Links that are available for all Engage users: https://engagesolutions.jitbit.com/helpdesk/KB/View/41602628-quick-links

You are able to click on any Dashboard Widget event to be taken to wherever you will need to go to find out more information (just be sure that you click on the Event name / Employee Name rather than the blank space).

You can customise the text that appears when an employee applies for Leave: https://engagesolutions.jitbit.com/helpdesk/KB/View/71228714-amending-leave-section-text-

If you click on Employees / "View" next to an employee / 'Uniform' drop-down / Uniform Assets, we will show you in a summary page whether an employee is Over, Under, or within their uniform allocation amounts.

The View Permissions for 'Other Documents' and 'Contracts' override all other Authorities in Engage.

If you have Assets that are very similar in terms of data, you have the ability to Copy your Asset Record, and change the details of the new asset as required.

You can set custom User Fields for your asset attributes, which are mandatory questions that will be asked during the classifying of an Asset: https://engagesolutions.jitbit.com/helpdesk/KB/View/72667032-asset-attributes

Do you have any creative ideas you would like to share? We would love to hear from you! Feel free to reach out to support@engagesolutions.co.nz to share your ideas with the Engage team.

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