Category Archives: Staff

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

Manage a Project

April 1, 2020 2:35 am / Leave a Comment / YoCoBoard Admin

Edit Project Details & Manage Staff

In addition to tracking your time, YoCoBoard offers a way for your team to map their time to projects. With project-based time tracking, you can calculate the billable hours per project.

1.1 Adding a new Project

On the YoCoBoard sidebar, click Administrator, select the Project tab and click Add Project.
On the Add Project pop up, enter the Project Name and other fields like Client, Staff and Project Rate. Click the Save button to confirm the changes.

Note: If your currency is not listed, send an email to support@yocoboard.com and we will have it listed.

1.2 Managing a Project

You can update the project details like the project name, staff members in the project, client and project rate to meet changes in your team.

1.2.1 Removing a staff member from a Project

On the YoCoBoard sidebar, click Administrator, select the Project tab and choose the project you want to edit.
Select the Staff tab. Choose any staff member and click the Remove (minus) icon on the right.

Note: Staff under Default Project cannot be removed. All users in YoCoBoard will automatically be added to the Default Project.

1.2.2 Changing the project details

On the YoCoBoard sidebar, click Administrator, select the Project tab and choose the project you want to edit.
Click the Edit (pencil) icon to view the project details popup-window.
Edit the project details and click the Save.

Posted in: Projects, Projects Association, Staff

Assign Staff to an Existing Team

February 28, 2020 4:46 am / Leave a Comment / YoCoBoard Admin

Assign from Staff Tab

Organize the staff in your Company account by assigning them to Teams. This method of assigning is useful when you want to view the teams and projects a staff member is associated with. Each staff member can be a part of multiple teams.

#Note: To know how to create a new team and assign staff, click here.

1.1 How to assign staff to team under staff tab

On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Select a staff member from the list. On the right pane, choose the Teams tab and click on + Assign to Existing Team(s).
Click the “+” symbol to add this staff to any of the teams listed here. Teams that the staff member is already part of will be disabled ( greyed out ).

1.2 How to remove staff from the team under staff tab

On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Select a staff member from the list to view the staff details. On the right pane, choose the Teams tab. Click the “-” symbol next to any team to remove the staff member from that team.

Posted in: Staff, Team

Assign Staff to Project

February 28, 2020 2:05 am / Leave a Comment / YoCoBoard Admin

Manage Staff on Projects

Your staff can collaborate on a number of different projects. By assigning your staff to different projects, you can follow how they devote their time to each project. The staff profile lists out all the projects they are associated with.

Your staff can be assigned to existing or new projects. There are two ways to assign projects: from the Staff tab and Project tab.

Click here for the guide on the Staff tab.

1.1 How to assign staff to project

On the YoCoBoard sidebar, click Administrator and select the Project tab.
Select a project from the list to view the project details. On the right pane, click the Staff tab and click the Edit ( pencil ) icon.
On the pop-up, enter the name or email of the staff member to add that staff. Click the save button to confirm the changes.

1.2 How to remove staff from project

On the YoCoBoard sidebar, click Administrator and select the Project tab.
Choose a project from the list to view its details. On the right pane, choose the Staff tab and click the Remove ( minus ) icon for the staff you want to remove from the project.

Note: If you remove a staff that was clocked in, they will be clocked out of that project immediately.

Posted in: Admin, Projects, Staff

Add/Disable Staff

February 28, 2020 12:18 am / Leave a Comment / YoCoBoard Admin

Invite, Manage, Assign

Users/Members of your team who are invited to join your company’s account become the staff of your YoCoBoard account. When your staff begins tracking time on YoCoBoard, you can use the tracked hours to generate reports and process the payroll. Over time, when staff details change or their skill gets updated, you can use YoCoBoard to manage your staff details.

The Super Admin and Admin can send email invites to various members. Once the member accepts and email and sign up, they will be added as a new Staff under that company.

1.1 Adding new staff

On the YoCoBoard sidebar, click Administrator. Under the Staff tab, click Add Staff.
Enter the name and email address of the staff and click Save. An email invite will be sent to the user.

1.2 How to manage staff

On the YoCoBoard sidebar, click Administrator and select the Staff tab.

Note: The Administrator tab won’t be visible on the sidebar, if you are not logged in as an Administrator.

Select a staff member to view their details. A detailed overview opens on the right side with Profile, Skill-set, Projects, Teams tabs.
Click beside the relevant field to update the details. Click the Update Profile button to save the changes.

Note: Do ensure you click the Update Profile to save the changes. If you navigate elsewhere, your changes will not be saved.

1.3 How to disable staff

On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Select the staff member that you want to disable. On the right side, click the Disable Staff icon to disable this staff member.

Note: The staff information will remain in the system even after they are disabled.

You will be prompted with a warning pop up notifying you of the upcoming disable operation. Click Confirm to disable the staff member.
You can re-enabled staff members who were earlier disabled, by following this procedure: On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Click Add Staff and type the email address of the disabled staff. The system will prompt you with an “Email ID already exists. Click here for details” link. Click the message.
The Add Staff prompt will pop up with the disabled staff details. Click Enable User and you are done.

Posted in: Admin, Staff

Staff Sign Up – Email Invitation

February 19, 2020 6:26 pm / Leave a Comment / YoCoBoard Admin

Accepting Invite & Signing Up

When you sign up as a staff member, you become part of your company’s account on YoCoBoard. You can track your work hours or projects, you are part of with a click. YoCoBoard maintains a complete record of your tracked hours that can be used by the super admin to calculate your billable hours.

You can use your YoCoBoard account to clock in and clock out via the YoCoBoard web app, Android app or the iOS app.

1.1 Sign up using email invite

Open the YoCoBoard invite email, click on the Accept Invite button. Please note that the email address to which this invite was sent will be your YoCoBoard login ID.
You will be redirected to the YoCoBoard sign up page Create a password for your account.
Now, use the login email address and password you created to sign in. You’ll be taken to YoCoBoard’s dashboard page, where you can clock in.

Posted in: Basics, Quick Start Guide, Staff

How to assign team members to a project

June 28, 2017 2:30 am / Leave a Comment / YoCoBoard Admin

YoCoBoard gives you two ways to add team members to a project.

First, let’s look at adding team members to a project from the team member’s profile.

Choose Administrator from the main menu. By default you’ll see a list of your staff members.

Click on the person you’d like to add to a project.

You’ll see that person’s profile pop up on the right side of the screen.

Choose Projects from the menu in the profile.

You’ll see the projects that person is currently assigned to. You can then choose Assign to Existing Project(s) to add the person to another project.

When you click on Assign to Existing Project(s) you’ll see the projects you’ve created on your account. The ones that the person is already assigned to will be lighter color, since you can’t add them twice.

Choose the project to which you want to add the person and click on the plus (+) icon for that project.

Click Save.

In the gif below, we’ll add Karan Thomson to our “Secret New Project“.

The second way to add team members to a project is from the Project itself.

Start on the Administrator tab in the main menu, and then select Project.

You’ll see all the projects on your account listed.

Choose the project to which you want to add members.

You’ll see the members listed to the right.

Choose the plus (+) icon to add people.

Check the boxes next to any staff you’d like to add and click Save.

In the git below, we’ll add a few more team members to our “Secret New Project”.

Posted in: Admin, Projects, Staff

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

How to add a team member?

June 28, 2017 1:51 am / Leave a Comment / YoCoBoard Admin

To add a new member to your team, first choose Administrator from the main menu.

At the top of the staff list, choose Add Staff

Enter the person’s email, first name and last name, and then hit Save.

Your new staff member is now added! Now you can assign the team member to one or more teams, projects, adjust their skill settings and more!