Portal Setup
1 min read
Portal Setup
Portal Setup is where you activate the Staff Portal and Mobile App for your site. Work through each step in order — the setup wizard progresses through a series of tabs, and your choices are saved at each step.
Before you start
- You need full administrator access.
- Each staff member needs a unique email address on their staff card.
INFO
Each employee must have a unique email address. A shared email address prevents portal login from working correctly.
Open Portal Setup
- Open Wageloch and sign in.
- Click the Settings cog (top right).
- Select Portal/Mobile App.
- Select Portal Setup.
Setup steps
- Security settings — assign portal administrators
- Staff request settings — rosters, leave, and availability
- Notification settings — email and daily staff notes
- Mobile App settings — clocking, shift replacement, and alerts
- Site information and activation — leave defaults and activating the portal
Security settings
Assign portal administrators and configure mobile communication access for the Staff Portal and Mobile App.
Staff request settings
Configure roster visibility, leave requests, and availability settings for the Staff Portal and Mobile App.
Notification settings
Set up email notifications and daily staff notes for portal and mobile app activity.
Mobile App settings
Configure clocking controls, shift replacement, employee self-service, and clock time alerts for the Mobile App.
Site information and activation
Set site-level leave defaults and activate the Staff Portal and Mobile App for your site.