Category Archives: Settings

Change Staff Skill-set

April 1, 2020 8:48 pm / Leave a Comment / YoCoBoard Admin

Add/Remove skills of staff members

Delegate additional responsibility to your staff members by increasing their skill-set. If the staff member is a Team Owner, increasing their skill-set will let them view and edit reports, confirm hours and force clock out the team members.

Changing the role of a staff member to Admin will not have any effect on that member’s skill-set. Only a Super Admin/Admin can change a staff member’s skill-set.

1.1 Changing the staff skill-set

On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Select a staff member from the list to view the staff details. Select the Skill-set tab.
Skill-sets are listed under different headings like Clock, Report, Adjustment, Payroll, Additional Skills. To enable a skill-set, click to move the switch next to the skill-set to the ON position.

Posted in: Admin, Settings, Staff

Change Staff to Admin

April 1, 2020 8:43 pm / Leave a Comment / YoCoBoard Admin

Manage User Role

When you (Super Admin) upgrade your staff member role to Admin, they will be able to manage YoCoBoard like a Super Admin.

The Super Admin is the one who creates the YoCoBoard account. An Admin can manage the different teams, approve adjustments, assign members to Team and more.

1.1 Upgrading a staff to an admin

On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Select a staff member from the list and select the Profile tab on the right. Click on the Role field to display the staff roles.
Choose Admin and click the Update Profile button to save your changes.

Note: The account owner will be the Super Admin. Admins can manage everything concerning Staff, Team, Project, and Client.

Posted in: Admin, Settings, Staff

Account Settings: General

April 1, 2020 8:34 pm / Leave a Comment / YoCoBoard Admin

Account Name, Time Zone & Delete Account

The Account Settings is where you can view or update your company name, time zone, time format, set overtime and more. This is where you determine your organization-level settings and how tracked time entries are recorded for all your staff members.

You can also delete your YoCoBoard account if you choose to, although that’s something we don’t recommend!

1.1 Managing general account settings

At the bottom of the YoCoBoard sidebar, click the more options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, you can manage general settings like changing your Account Name, Time Zone, Time Format or your week’s start day.

Note: You can learn more about advanced settings like IP Whitelisting or configuring your Payroll Settings.

1.2 Deleting your YoCoBoard account

An account can only be deleted by a Super Admin. When you delete your account, staff members belonging to the account will lose access to their YoCoBoard profile.

Note: Deleting your account will remove all your data on YoCoBoard and hence cannot be reversed.

At the bottom of the YoCoBoard sidebar, click the more options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, click the Delete Account button.
Check the “I Agree” checkbox if you are sure about closing the account and deleting all profiles in it. Remember, this step cannot be undone. You can include your feedback (optional) and click the Close Account button.
An email will be sent to your staff members informing them about the closure of the YoCoBoard account.

Posted in: Account Settings, Admin, General Settings, Settings

Account Settings: Enable Payroll

April 1, 2020 8:10 pm / Leave a Comment / YoCoBoard Admin

Track Hours for Payroll

With YoCoboard, you can automate the pre-payroll process by enabling the payroll feature. You can use the time tracking functionality of YoCoBoard to compute total payable hours based on the project settings in your account.

When this setting is enabled, users will need to confirm their time entries every day.

1.1 Enabling the payroll settings

At the bottom of the YoCoBoard sidebar, click the More Options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, click the Payroll Settings drop-down menu and choose Enable.
Next, set the payroll period. Specify a start date for the payroll and click the Save button to update your changes.

Posted in: Admin, Payroll, Settings

Manage Your Profile

February 27, 2020 1:10 am / Leave a Comment / YoCoBoard Admin

Update Profile Information

Every time you clock in, your YoCoBoard profile picture appears in the Peers page. This helps your team members know whether you are clocked in. The profile page also makes is seamless for new members to integrate with the team or for a distributed team to collaborate easily.

The profile page lets you upload a profile picture, update your password and edit your first and last name.

1.1 How to access your profile

At the bottom of the YoCoBoard sidebar, click the more option ( 3 dots ) icon next to your name.
Choose My Profile from the list.
Click Change Photo to upload a profile picture, enter your First Name, Last Name and click Save.

Note: Your email address is also the login ID for YoCoBoard and thus cannot be edited.

Posted in: Basics, Quick Start Guide, Settings

How to change a team member’s profile and skills

June 28, 2017 2:07 am / Leave a Comment / YoCoBoard Admin

Each member of your YoCoBoard team has a profile consisting of their name, role, timezone, and employee id.

In addition, each member has a skill-set made of of toggle switches that can give them certain permissions, such as the ability to clock in and out from YoCoBoard mobile app or the ability to view and edit reports.

You can access and edit a given team member’s Profile and Skill-set by first clicking on their name in the Staff list on the Administrator tab. Then, use the Profile and Skill-set options to make your changes.

In the gif below, we’re giving Britney Allen, permission to clock in from the mobile app and to view reports:

Posted in: Admin, Projects, Settings, Staff