Guides for the workforce management system
Employees, housing, multilingual service requests, inventory, AI and reports — every action in the system, step by step, tagged by role.
Getting started
Signing in, two-step verification, language and mobile install
- Signing inHow to sign in the first time and every time after, and what happens when a password change is required.
- Two-step verification (2FA)An extra layer of protection: a one-time code from a phone app in addition to your password. Mandatory for admins, office managers and management.
- Forgot your passwordReset your password yourself with an emailed link.
- Language, theme and personal detailsThe system is available in Hebrew, English, Thai, Hindi, Sinhala and Russian, in light or dark mode.
- Installing on your phoneThe system works as a home-screen app — no app store needed.
- Roles — who sees whatAn overview of the five staff roles and the worker role.
Users & permissions
Creating staff users, roles, passwords and deactivation
- Adding a staff userCreate an account for a coordinator, site manager, management, office manager or admin.
- Resetting a user's passwordTwo ways: an emailed reset link, or a temporary password you set.
- Disabling, re-enabling and deleting a userBlock access to a staff account temporarily or permanently.
- CentersA center is an organizational unit (such as a region or branch) that apartments, employees and users belong to.
Employees
Adding employees, documents and AI scanning, visa expiry and self-service login
- Adding an employeeOnboard a new employee: personal, employment, housing and document details — in one form.
- Viewing and editing an employeeThe employee card brings together contact details, documents, housing, equipment and request history.
- Documents and AI scanningUpload a photo of a visa, passport or work-at-height certificate — the AI reads the dates and fills them in.
- Visas and certificates expiring soonOne list of every document expiring within 30 days.
- Worker self-service login and PIN resetWorkers sign in to the app with their employee number and a PIN. Here is how to reset a forgotten PIN.
Housing
Apartments, beds and assignment, contracts and costs
- Adding an apartmentRegister a new apartment with address, center, number of beds, contract and standing costs.
- Assigning an employee to a bed, and vacatingManage apartment occupancy bed by bed.
- Apartment costs and receiptsLog repairs and expenses for an apartment, with AI reading the amount and date from a receipt.
- The housing dashboard and mapA snapshot of occupancy, vacant beds and apartment locations.
Inventory
Item catalog, quantities, low stock and allocations
Service requests
How workers open requests, handling, SLA and closing
- How workers open requestsWorkers open a request in the app chat, in their own language — and it reaches the coordinator in Hebrew.
- Handling a service requestUpdate the status, message the worker and add internal notes.
- SLA and prioritiesEvery request has a target handling time based on its topic. Breaches are flagged and reported.
- Closing a request with an inventory allocationEquipment requests are closed together with allocating the item, and stock updates automatically.
- Opening a request on behalf of a workerWhen a worker reaches out by phone or in person.
Dashboard & AI
KPIs, AI insights and the AI assistant for questions about your data
- The dashboardA one-click overview: requests, SLA, employees, housing and documents.
- The AI assistant — questions about your dataAsk in plain language: "How many vacant beds are there?", "Which visas expire this month?".
- AI insightsAutomatic findings: recurring faults, unusual cost per resident, under-occupied apartments and more.
Import & export
AI-assisted Excel import, and export to Excel and PDF
Notifications & reports
Notification bell, push, notification types and daily manager reports
- Notifications — the bell and pushEvery notification reaches the bell in the app, and if you enabled it — also as a push notification to your browser or phone.
- Turning notification types on and offCentral control over which notifications the system sends — requests, employees, inventory, housing, users and system.
- Daily manager reportsFormatted reports sent daily at a time you choose, by email and as a push notification.
System settings
Security policy, backups, maintenance mode and audit log
The worker app
What workers see: PIN login, chat for opening requests and tracking
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