This article is designed for users of Team Xpress. These features can be accessed from your Team Xpress app or the web version accessible through login.celayix.com.
This article will cover the following steps within the Team Xpress app:
After logging in the user will be taken to the Dashboard and the Current Shift tab.
Let's discuss all you need to no about the Dashboard features.
No Missing Actions
If you have no actions to acknowledge, your Team Xpress app will display as No Missing Actions.
When this display with an action required, it means an it was missed or needs to be taken. For example, you may have missed your check in and are being prompted to take action.
This is all dependent on a Team Xpress account's employee group settings. So if you're querying a check in/out issue, we suggest speaking to your supervisor.
Note: To remove an action, you can either acknowledge it or wait until the action can no longer be processed. However, you'll need to ensure that your employer is aware of any missed actions ensure so that your hours are accurately collected.
If you click current shift, you'll see the details of a shift that is currently underway.
Note: This will be the default display when an employee log in.
No Upcoming Shift
Your Dashboard will display an upcoming shift if it is within 12 hours of the current time. If there is a shift it will display as Upcoming Shifts.
Review my schedule, Create an unscheduled shift and Contact supervisor
Review my schedule, Create an unscheduled shift and Contact supervisor only appear in the Dashboard when you have no current shift.
Review my schedule takes you directly to the Schedule section of your Team Xpress app.
Create an unscheduled shift allows you to check in to an unscheduled shift, which will revert to your default customer and site.
Note: You can only check in to an unscheduled shift if your employee group settings permit you to do so.
Contact supervisor takes you directly to the Messages section and allow you direct contact with your supervisor.
Note: Messages will need to be enabled by the supervisor.
The toolbar allows the user to navigate to other sections within the Team Xpress app. This toolbar remains constant in the mobile app and browser versions.
The modules visible will depend on what has been enabled by user accounts.
You can use your My account section to section to view and change your:
Give Celayix feedback
You can use the Profile section to view personal information such as email address and phone number.
If you are given the rights, you'll be able to update this information at any time.
If you've allowed your phone to receive notifications from the Team Xpress app, then you'll be able to set Shift Reminders parameters to receive notifications on your lock screen to remind you of your upcoming shift(s) start and shift(s) end.
Now we'll discuss how employees can navigate through their Schedule in Team Xpress.
First, click on the Schedule icon.
You can scroll up or down to access days before and after those seen in your calendar.
You're able to adjust your date range by using the parameters.
To view the information of any given shift, click on the shift and it will show you the full details.
You can now see all the shift details.
The map is used to show a visual representation of the location where your shift will take place.
This will include a marker that detects your current location, a marker for the shift location, and a geofence bubble to show the radius you'll need to be inside of to perform any action relating to the shift such as check in/out.
Activities and Log
Shift Activities will appear if you're require to fulfil them. This typically comes in the form of shift tasks.
You can also add tasks, add notes such as attaching files, and add your signature to acknowledge that you sent the file.
Your Log will contain all the punches regarding the shift. For example, check in, check out, safety checks and any other activities. The Log will only become present when an action has taken place.
The Action needed will show any shifts that require actioning. This will highlight whether the changes are due to the shift being removed, added or changed.
The number of actions will display on the label. In the example image below, 4 shifts need to be actioned.
Note: If you don't have any shifts to action,
Inside Actions needed, you can toggle between shift changes and shifts to confirm.
Changes (shift acknowledgments)
For any shifts that have been changed, you'll be given to opportunity to acknowledge these changes. Acknowledging shift changes indicates to your manager, supervisor or scheduler that you've seen the shift change and you are content with it.
You can acknowledge these changes by clicking Acknowledge all changes. You can also click each individual shift and slide to acknowledge the change inside.
You can click on the individual shift to see the shift changes. If the shift has been updated, the change will be highlighted in red blocks.
In the example below, the shift has been moved to July 28th. You can Slide to Acknowledge the shift change.
If a shift has been moved to another day, a separate shift block will represent the new shift times in red blocks.
Employees can receive in-app, SMS and/or an email notifications informing them that there has been a change to one or more of their shifts. This can be decided in the Preferences section of the My Account Section.
Confirm shifts operates similarly to shift acknowledgement. The Confirm is an option that your supervisor may switch on to ensure that you're definitely available for a shift.
You can either Confirm all if you're content with all shifts, or confirm inside each individual shift.
These shift confirmations will have deadlines. For example, you may be required to Confirm the shift no less than 24 hours before. These Confirmation deadline will be highlighted in the Status section of each shift.
If your settings allow it, you'll be able to drop your shift.
You can choose to give a reason or not, and then request the drop.
Note: The requested shift drop will need to be approved before you can officially drop the shift.
If you're struggling to understand how the Team Xpress app operates, or simply want to learn more, you can click the question mark which will take you directly to all Team Xpress help articles.
For more information on anything Team Xpress, please Contact Support now!