Search Help Articles
Found 76 results for "team"
Articles
Allergen Matrix
Build an accurate allergen matrix with AI, track may-contain and removable allergens, import in bulk, and keep it current.
OperationsHandovers
Where handover and end-of-day reports live in the admin panel, how to acknowledge one, and what the Handovers module switches on.
Mobile AppManager Mode on the Mobile App
Switch into manager mode for an overview of your team, compliance, sign-offs, and quick reporting.
TroubleshootingStaff did not get the task or notification
Why a rule fired but the person did not see the task or alert.
OperationsA person at a glance
Click a name on the rota, Payroll, Requests or Reports to see their hours, pay, holiday and anything worth knowing, without leaving the page.
OperationsStaff Training & Compliance
Assign training modules, run assessments and certificates, manage renewals, and read the compliance matrix.
Compliance & Food SafetyCOSHH Management
Keep a digital COSHH register with safety data sheets, hazard info, PPE, and first aid for every chemical.
OperationsRoutines and Checklists
See today's tasks across your sites, build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.
Compliance & Food SafetyRisk Assessments
Generate or write risk assessments, require staff sign-off, and keep them reviewed on schedule.
Team ChatTeam Chat: the basics
Where chat lives on the phone and in the admin panel, which channels you get, and what happens to a conversation when somebody leaves.
Team ChatOpen shifts and swaps in chat
Publish a week and the unfilled shifts land in the site channel as cards staff can claim, and a shift somebody cannot work can be given away from the thread.
Account & BillingSwitching Modules On and Off
Choose which parts of Paddl your business uses under Settings > Modules, and what happens to the pages, alerts and Ask Paddy when one is off.
Mobile AppDownloading the Paddl App
Where to get the Paddl Assist app and how to log in the first time.
Compliance & Food SafetyRecords: Checks, Reports and Evidence
The three kinds of record Paddl keeps, where each one lives, and what a dot or a missing row is telling you.
OperationsLeave requests and holiday
Where requests for time off arrive, what the review shows before you decide, and booking leave for somebody yourself.
OperationsSend staff a task when the forecast matches
Create a task automatically when the day is forecast sunny, hot or wet.
OperationsLate and missed tasks
When a task becomes overdue, when it becomes missed, what "missed in the busiest hour" means, and how to resolve one.
OperationsKnowledge Hub and Ask Paddy
Build a searchable knowledge base, and use Ask Paddy to answer questions from it and to set work up for you.
OperationsThe labour cost report
What the rota will cost against what the approved hours cost, by site, person and day, and as a share of sales.
OperationsMapping Square locations to your sites
Pair each Square location with the Paddl site it feeds, and what happens to the locations you leave unmapped.
OperationsManaging Visitors
Log visitors quickly or send a self sign-in link, capture badge details, and keep an on-site record.
Team ChatShared tablets: tapping in with a PIN
A tablet behind the bar can be used by the whole team without everybody sharing one login, so check-ins and messages are attributed to the right person.
TroubleshootingStaff are not getting push notifications
If notifications are not reaching a phone, the usual cause is the phone itself blocking Paddl, even when every switch inside Paddl is on.
Compliance & Food SafetyPreparing for an EHO / Inspection Visit
Readiness in the weeks before, the EHO visit page on the day, and the Audit Pack when they want a file.
Alerts & NotificationsUnfilled shift alerts
When Paddl tells you a published shift has nobody on it, how the till changes the order, and how the alert clears.
Account & BillingSwitching Between Businesses & Adding a New One
Use the business switcher to move between businesses you belong to, and add a new business with its own billing.
Team ChatGroups, channels and direct messages
Make a group for a project or a team, mute what you do not need, and understand why some channels cannot be left.
Getting StartedLogging In and Troubleshooting Access
Log in, switch accounts, reset a password, and fix the most common access problems.
Mobile AppTeam & Compliance Oversight (Manager)
See each staff member's compliance, drill into the detail, track visitors on site, and check section status.
OperationsStaff Inductions
Set up an induction so new starters complete the right steps and sign the right documents on day one.
OperationsManaging Contractors
Set credential requirements, invite contractors, review their documents, and control access with events.
Mobile AppThe App for Contractors
How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.
OperationsConfirming and cancelling Paddy actions
Ask Paddy always shows you what it is about to do and waits for you to confirm. Here is how that works and what gets recorded.
OperationsWhat Ask Paddy can do for you
Ask Paddy can set up routines, book visits, draft paperwork, chase your team and build an audit pack. Here is what to ask for.
OperationsCreate your first automation
Use a starter template to set up a working rule in a couple of minutes.
Compliance & Food SafetyInspection Readiness
One ring per inspector, one page per inspector grouped by what they score, your visits and internal audits, and the audit pack from the header.
Team ChatExports, retention, legal hold and privacy
Export a conversation as a PDF for an inspector or a solicitor, set how long messages are kept, and understand when an owner can open a direct message.
Team ChatReading a message in your own language
A message written in another language shows a Translate link. Nothing is translated until somebody asks, and the original is always a tap away.
Getting StartedAdmin Panel vs Mobile App
When to use the admin panel and when to use the app, and how managers move between them.
Mobile AppCompleting Training on the App
Work through assigned training modules, pass the assessment, and find your certificates, even offline.
Alerts & NotificationsWhy did my rota notification change?
With team chat switched on, some notifications become posts in a channel instead of a push to everybody. Here is what moved and what did not.
OperationsWhat are Rules & Automations?
Set up rules that prompt staff and create tasks automatically based on real conditions like the weather and forecast.
Compliance & Food SafetyCreating, Editing & Exporting HACCP Plans
Generate a HACCP plan with AI from your menu, allergens and COSHH, review and update it with AI, manage CCPs, run reviews and sign-off, and export to PDF.
Getting StartedSetting Up Your Business Profile & Locations
Configure business details, add each venue, and set opening hours, timezones, and monitoring thresholds.
Alerts & NotificationsNotification Settings
Choose what notifies you and how, set quiet hours, and get a message to the whole team.
OperationsMaintenance Jobs & Appointments
How a reported fault becomes a booked job, gets a deadline, and is tracked through to done.
Compliance & Food SafetyLocation Monitoring: Noise, Capacity & Refusals
One Records page for sound readings, capacity and refusals, which matter most for pubs, bars, nightclubs and late venues.
OperationsAssigning Maintenance Work
Give a job to a person, a team or a contractor, and make sure the person it lands on is told.
Team ChatTurning a message into a job, a task or a report
A photo of a fault does not need retyping: turn the message into a maintenance job, a quick task, a handover note or a report, and the thread follows it.
Mobile AppUploading Your Certificates & Documents
Add a food hygiene or first aid certificate, a training record, or an ID document to your own profile from the app, with expiry reminders.
Getting StartedInviting and Managing Team Members
Invite staff, choose roles, organise people into groups, and understand what each role can do.
Compliance & Food SafetyHealth & Safety Records
One page for the accident book, incidents, near-misses, fitness to work and your health and safety policy, with RIDDOR in brief.
TroubleshootingA staff member is blocked from a task or area
Some tasks and areas are gated behind required training or a role, so a block is often working as intended until the requirement is met.
TroubleshootingAsk Paddy cannot answer a question or will not do something
Why Paddy comes back with nothing, why it sometimes declines an action on purpose, and what to do about each.
TroubleshootingA maintenance job is not showing, or nobody was told
A job that will not appear on somebody phone, an assignment that told nobody, or a request that never became a job.
Team ChatBroadcasts and acknowledgements
Send one message to everyone, a site, a group, a role or an employment type, and get a report of who read it and who acknowledged it.
TroubleshootingA staff member cannot log in
Most sign-in problems come down to the account, the invite, or the subscription rather than the password itself.
Getting StartedFinding Your Way Around
The sidebar and its sections, searching for any page, the Settings home, the bar at the bottom of a phone screen, and what the colours of Paddl's messages mean.
OperationsPublishing a rota, and what the notice counter means
What staff see when you publish, and why Paddl records how much notice each change gave.
OperationsExporting & Printing Your Records
Where to find the export, download and print options across Paddl, including the per-chip export on every Records page, and which format each gives you.
OperationsEligibility warnings on the rota
What each warning means, and why Paddl warns you rather than stopping you.
OperationsBuilding your first rota
Draft a week, copy last week forward, and save a template you can reuse.
Mobile AppSeeing your shifts in the app
Where your rota lives in Paddl Assist, and what the times mean.
Getting StartedGetting Started with Paddl
Set up your account, configure your business, invite your team, and get your first checks running.