Contents of this article are applicable to the following users
Tier: START UP
Platform: Web, Mobile
Access Level: Owner
This guide will cover the following:
1. Setting up Attendance Method
Before completing any of the tasks below, you must set your attendance method. The attendance method you use will determine which tasks you should complete. Learn how to set your attendance method here.
2. Finding the Learn and Earn Checklist
Web
Access the checklist by clicking on the Learn and Earn widget beside the Intercom Help Chat icon on the bottom right-hand corner.
Mobile
On the mobile app, go to More > Learn and Earn.
3. Tasks - Schedule Shift
Learn how StaffAny can help you schedule your shift workers with efficiency and ease.
Note: These tasks are only applicable to those using the Schedule Shift attendance method. Learn how to check your attendance method here.
These are the tasks you can complete:
Note: Each reward can only be claimed once.
3a. Name your section
Reward: + 1 Staff Limit
To complete this task, do the following:
Change the name of your first section. Learn how to do so here.
Once completed, your organisation's staff limit will increase by 1.
3b. Add 1 staff
Reward: + 2 Staff Limit
To complete this task, do the following:
Add staff to your organisation. Learn how to do so here.
Once completed, your organisation's staff limit will increase by 2.
3c. PRO: Publish a schedule with 2 staff assigned
Reward: + 3 Staff Limit
To complete this task, do the following:
Publish a schedule with at least 2 staff assigned to shifts. Learn how to do so on the various platforms here:
Once completed, your organisation's staff limit will increase by 3.
Note: This is a PRO task! It requires a little more effort. Only 1 PRO task can be completed for rewards.
3d. Get 2 staff to clock in
Reward: + 2 Staff Limit
To complete this task, do the following:
Have 2 staff clock into your outlet. Learn how to do so here.
Check your timesheet to ensure their clock-ins have been recorded. Learn how to do so here.
Once completed, your organisation's staff limit will increase by 2.
3e. Refer 1 person to StaffAny
Reward: + 5 Staff Limit
To complete this task, do the following:
Refer StaffAny to someone who you think will benefit from it.
Have the referred user key your email address into the “Referral Code” field in their registration form.
Once completed, let us know by sending us a message via the Help chat through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve referred StaffAny to someone on my free plan.”
3f. Book time with a StaffAny expert
Reward: + 2 Staff Limit
To complete this task, do the following:
Book a slot to chat with a StaffAny expert for any questions and to learn more about our platform. Book a slot here.
Once completed, let us know by sending us a message via the Help chat through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve booked time with a StaffAny expert on my free plan."
4. Tasks - Fixed Shift / Flexi
Learn how StaffAny can help you track your employees’ shift hours automatically.
Note: These tasks are only applicable to those using the Fixed Shift / Flexi attendance methods. Learn how to check your attendance method here.
These are the tasks you can complete:
Note: Each reward can only be claimed once.
4a. Name your section
Reward: + 1 Staff Limit
To complete this task, do the following:
Change the name of your first section. Learn how to do so here.
Once completed, let us know by sending us a message via the Help chat through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve named my first section on my free plan.”
4b. Add 1 staff
Reward: + 2 Staff Limit
To complete this task, do the following:
Add staff to your organisation. Learn how to do so here.
Once completed, let us know by sending us a message via the Help chat through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve added my team on my free plan.”
4c. Get 2 staff to clock in
Reward: + 2 Staff Limit
To complete this task, do the following:
Have 2 staff clock into your outlet. Learn how to do so here.
Check your timesheet to ensure their clock-ins have been recorded. Learn how to do so here.
Once completed, let us know by sending us a message via the Help chat through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve had 2 staff clock in on my free plan.”
4d. Refer 1 person to StaffAny
Reward: + 5 Staff Limit
To complete this task, do the following:
Refer StaffAny to someone who you think will benefit from it.
Have the referred user key your email address into the “Referral Code” field in their registration form.
Once completed, let us know by sending us a message via Intercom through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve referred StaffAny to someone on my free plan.”
4e. Book time with a StaffAny expert
Reward: + 2 Staff Limit
To complete this task, do the following:
Book a slot to chat with a StaffAny expert for any questions and to learn more about our platform. Book a slot here.
Once completed, let us know by sending us a message via Intercom through the button on the bottom right on the Web App, or by shaking your phone on the Mobile App.
Template: “Hi StaffAny, I’ve booked time with a StaffAny expert on my free plan.”