Documentation Index
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Simplifi Documentation

API Documentation

Simplifi

About
Common Issues

StaffSync Help

StaffSync FAQ
Notifications not working?
How to request to become a preferred reliever at a school
How to adjust your work radius
How to reset your password
How to block out your calendar

Employee Help

Installing The Simplifi App
Setting a Secure Password
Managing Your Calendar
Apply for Additional Jobs/Shifts
Managing Leave
Clocking In and Out Using Your Phone
Forgot Your Password?
Access Your Simplifi Account via Web Browser
Request a Timesheet Modification
Request to Swap Shifts
How to Update your Compliance

Admin/Our Profile Settings

Staff Profiles

Staff Profiles Overview
How to Terminate a Staff Member/Casual
How to Assign the Company Manager
How to Reactivate a User
How to Make a User Inactive
How to Promote an Employee to a User
How to Reset an Employee's Password
How to Add a Manually Maintained Employee
How to Set Up a New Employee from a Sync
How to Find an Employee's Profile
Staff Compliance
What is a Group?
How to Create New Reporting Roles
How to Set a Start Date for a Staff Member

Staff Rostering

Staff Rostering Overview
How to Mark an Absence on the Roster
How to Change the Shift Times on a Roster
How to Add a Staff Member to the Roster
How to Edit or Cancel a Job
How to View the Daily Schedule
How to Add a Staff Member to a Roster

Time, Attendance & Approvals

Time, Attendance & Approvals Overview
How to Clock In/Out on Behalf of a Staff Member
How to Send a Shift Reminder to a Staff Member
How to Process a Shift Swap Request
How to Edit or Cancel a Published Shift
How to Assign a Staff Member/Casual to a Published Shift
How to Add Lieu Earned, Overtime or Another Activity on the Roster
How to Change the Times of a Shift
How to Delete a Shift from the Roster
Managing Schedules with the Multi-Period Shift Option
Using the Simplifi KIOSK on Apple Devices
How to Enable the Match Clock in Function

Onboarding

Onboarding Overview
What are the different types of workflow tasks?
How to Set Up a Onboarding Workflow
Email Templates
Document Templates
Document Sets

Reporting

Reporting Overview

Casual Staff Management

Casual Staff Management Overview
How to Assign a Casual with Alternative Responses
How to Unassign a Casual from a Job

Leave Management

Leave Management Overview
How to Change Decisions for a Leave Request
How to Process a Leave Request
How to Record Leave for a Staff Member
How to Endorse a Leave Request

Payroll Integration

Payroll Integration Overview
Payroll Processing Method
Payroll Processing Method – CSV File

Release Notes

January 2026
April 2026

Employee Help

Forgot Your Password?

If you’ve forgotten your password, you can easily reset it from the login page. Simply click on “Reset Password” and follow the instructions.

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