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Tutorials for the Clipboard desktop app

Updated

This article contains tutorials for completing common actions in the Clipboard web app on desktop.

For the desktop version, see Tutorials for the Clipboard Mobile app. For an overview of the mobile app, see the Clipboard Mobile App Guide.

 

Logging into the Clipboard Portal

  1. Go to the Clipboard web portal 
  2. Enter your registered work email address
  3. Select Get Sign-in Link
  4. Check your email for the sign-in link and select it to log in

Posting Shifts

 

Posting Shifts for New Worker Type

 

Sending a Shift Invite

 

Confirming Shift Details

 

Adjusting the Time for an Open Shift

 

Removing an Open Shift

 

Sending a Shift Time Proposal

 

Contacting a Worker

 

Viewing Worker Documents

 

Workplace Rules Information

This section lets you add information workers should know before booking a shift at your workplace, including COVID status if you choose to share it. This section is only available to users with the Admin or Staffing Coordinator role.

  1. Select Workplace Rules from the left panel
  2. Add or edit text in the available fields under Share Rules and Expectations
  3. Select Save

If toggled on, this information generates a quiz that workers must pass before booking a shift at your workplace. See Workplace Rules Quizzes for more details.

 

Workplace Settings

This section lets you manage your workplace's time-clock settings, including how workers clock in and out and maximum hours restrictions. This section is only available to users with the Admin role.

  1. Navigate to the Management section in the left menu
  2. Select Settings
  3. Select the tab for the settings you want to manage
  4. Toggle settings on or off as needed

Still Have Questions?

If you need help navigating the app or have questions about any feature, contact support: