Review & Set Employee Permissions
Please review and update all employee profiles
Personal info tab
Ensure all personal details are correct
Availability tab
Ensure any recurring unavailability is logged
Role tab
Ensure employee has access to the correct locations
Ensure employee positions are correct and add any additional roles as needed
If using the Kiosk to clock in, generate a Unique Pin
Permissions tab - https://help.nory.ai/en/articles/8395451-permissions-in-nory
Select the correct permission level
Toggle on/off any permissions as relevant for each employee
For employees who only need to view their schedule, keep them as “Employees” with no additional permissions.
For those who need access to features like Inventory or Stock Counts configure the appropriate permissions.
Review System Settings
Please review the following settings:
Scheduling & Shifts
Add any additional shift and absence types
Time & Attendance
Add any necessary Overtime rules
Review and update your Clocking and Break Rules
Labour
Check to ensure your week start is correct
Ensure your Labour Contributions are set to either Shown or Hidden as you want
Toggle on Post Shift survey if you want this active for your staff
Location settings
Once you have sorted the company wide settings, you’ll then need to get the settings for each location.
Labour targets
Ensure your labour targets are set
Opening Hours
Amend your opening hours - this will help guide the forecast
Holiday settings
Ensure your Holiday Settings are correct
Departments, positions and stations
Check these are all correct
Add any additional ones needed
Clock in/out method
Choose your preferred clock in/clock out method
If using the Nory Team app, set the radius that staff will be able to clock in/out from
If using the Nory Kiosk app, set the toggle to on
Holiday balance and standard working hours
The day before your go-live you should:
Export current holiday balances and share these with your onboarding manager/customer success manager. These should be in hours for staff on hourly wages and in days for salaried employees
Add any pre-booked holidays into the system using the Absences table.
Share each employees Standard Day’s Working Hours with your onboarding manager/customer success manager so they can be updated in the system
Final Steps
Once all the above has been completed the last steps are:
Publish your first schedule
Invite each employee to Nory
Ensure all employees have downloaded the Nory Team app
Here are a few articles you can share with your employees on how to use the Nory Team app: