Step-by-Step Guides
Detailed written guides for Optiq features
- Add/Edit Staff Members - Step by Step GuideA comprehensive step-by-step guide to adding and editing staff members in Optiq, including roles, locations, employment details, accreditations, and pay.
- Adding Optiq as a Web App on Your iPhone - Step by Step GuideA step-by-step guide to adding Optiq as a web app on your iPhone using Google Chrome
- Adding Optiq to Your Android PhoneThis guide will show you how to add Optiq App to your home screen on Android Devices
- Copy Shifts: Reusing Schedule TemplatesUse Optiq's Copy Shifts feature to quickly create and reuse shift templates.
- Create Timesheets - Step by StepCreating Timesheets that aren't based on Schedules
- Creating and Editing Schedules in OptiqStep-by-step guide to create and edit schedules including creating shifts, copy/paste, and publishing.
- How to Change Your Optiq PasswordThis guide provides a straightforward, step-by-step process for changing your Optiq password, ensuring your account remains secure.
- Leave & Public HolidaysLearn how to manage leave requests, approve/reject leave, edit leave balances, and configure public holidays in Optiq.
- Managing Classes in OptiqLearn how to create and manage classes (award rules) to calculate staffing costs and leave balances.
- Managing Staff Timesheets - Step by Step GuideThis guide provides a step-by-step process for efficiently managing staff timesheets, ensuring accurate tracking and approval of hours worked.
- Payroll Process in OptiqLearn how to manage payroll, process pay runs, and sync data with XERO.
- Submit Timesheets - Step by StepThis guide provides a step-by-step process for submitting timesheets in Optiq
- Understanding NotificationsLearn how notifications work in Optiq, including when and how managers and staff receive alerts for leave, timesheets, and urgent requests.
- Understanding the Permissions MatrixLearn how global and brand-specific permissions work in Optiq, and how to configure role-based access for your organisation.
- Running a pay run with XeroEnd-to-end walkthrough — from period selection through to Xero pay-run reconciliation.
- Publishing a roster to your teamCreate shifts, review, publish, and notify staff.
- Approving timesheets at week's endReview submitted timesheets, fix issues, and bulk-approve in one pass.
- Requesting and approving leaveFrom request to balance update — the full leave workflow.
- Adding a new staff memberFrom candidate profile to active staff — covers contracts, accreditations, pay info, and Xero sync.
- Connecting Optiq to XeroFirst-time Xero integration setup — OAuth, organisation selection, and what gets synced.
- Configuring roles and permission levelsHow to control what each staff member can see and do.
- Tracking accreditations and expiriesSet up accreditation types, attach evidence, and get alerts before they expire.
- Setting up document templatesReusable contracts and policy documents with merge tags.
- Reporting and exporting dataGenerate reports, filter, and export to CSV or PDF.
- Hide a role from the staff scheduleHide a role (e.g. Training) from the schedule staff see, while managers and the rostered staff member still see it.