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Guided walkthroughs
One task. One step at a time.
Follow the steps for getting started, building rosters, reviewing hours and running your team. Open the relevant screen in Orbit when you’re ready.
Walkthrough · Getting started
Getting started
Set up the handful of things everything else in Orbit hangs off.
Open walkthrough Walkthrough · Getting startedGetting started for managers
The four screens a manager lives in, and what each one is for.
Open walkthrough Walkthrough · RosteringBuild and publish a roster
Add shifts to a week and send it to your team.
Open walkthrough Walkthrough · RosteringChange a published week
How a change to a week your team already has reaches them.
Open walkthrough Walkthrough · TimesheetsCheck and approve hours
Why approval comes before pay, and how to work through a day.
Open walkthrough Walkthrough · LeaveApprove leave and time off
Where requests wait, how to decide one, and who hears the answer.
Open walkthrough Walkthrough · PayrollSet up payroll
From pay settings to a finished export, once, properly.
Open walkthrough Walkthrough · TeamBring your whole team in
Add everybody by email at once, before anybody has signed up.
Open walkthrough Walkthrough · SettingsSet where clock-in counts
Turn on the boundary that keeps clock-in at the store.
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