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All About Staff Roles

5 min read

In this article, we are going to learn about staff roles and how they play a huge part in Usked! #

1. Now that I have my buttered roll…what is a staff role? #

Staff Roles enable staff access to certain parts of Ūsked! Staff can have zero, one, or multiple staff roles!

2. Where do I choose the staff roles for staff members? #

If you navigate to PEOPLE > STAFF > CLICK ON THE PENCIL ICON, you will see a tab dedicated to staff roles. You can choose yes/no as desired. 

 3. Let’s talk about what each staff role does!  #

Abilities #

  • Can switch to any other user in the system.
  • Can change the banner image (your company’s logo)
  • Can change the password for any user including other staff.

Reports #

  • The user log report

Abilities #

  • Can switch to any other non-staff user in the system. 
  • Can edit any service request at any time regardless of the lock-out period.
  • Can send broadcast email and SMS messages to service providers.  (For  more on broadcast messages,  see here).
  • Can view the history of most objects in the system. 
  • Can finalize and inactivate screening evaluation results.

Reports #

  • Alerts
  • Dock Pay
  • Fill Latency
  • First Time Logins
  • List of Email Addresses
  • Non-Staff Job Feeds
  • Screenings Overview
  • Screenings with Details
  • Service Provider Rates
  • Survey Responses
  • User Log
  • Who Is On Now?
  • Who Was On Today?

Settings #

Alerts #

  • When someone cancels a service request and forces all service provider slots to be non-billable.
  • When additional minutes for a service provider slot is not the same value for customer billing and service provider pay.
  • When someone submits feedback via web.

Abilities #

  • Can send blocks and service requests into the email composer.
  • Can post and un-post blocks and service requests.
  • Can create and update blocks for recurring service requests.
  • Can use the FTF magic button for blocks. 
  • Can add service requests to the service request cart.  (For more look  here.)
  • Can create, view, and update file attachments, points of contact, and locations for any group member.  (More  about  file  attachments)
  • Can convert new clients on service requests into users and group members.
  • Can confirm and re-confirm service requests.

Reports #

  • Check Do-Not-Send Lists
  • Check Service Provider Availability
  • Check Service Request Availability
  • Confirmation Performance
  • FTF
  • Fill Rate Performance
  • Find Conflicting Service Requests
  • Hours by Service Code
  • Service Provider Demand
  • Service Provider History
  • Service Provider Hours
  • Service Providers
  • Service Providers by Region
  • Short Notice Checking Tool

Alerts #

  • When a non-staff group member changes any of their email addresses, phone numbers, or IM accounts.
  • Conflicting service provider slots.
  • Conflicting assignment with leave.
  • Conflicting service requests for clients.
  • Out-of-state requests.
  • Assigning a holiday service code to a service provider slot that is not on a holiday (and vice versa).
  • When combined travel expenses and mileage reimbursement would be more than the set travel cap.
  • When there is a gender mismatch between the assigned service provider and the requested gender.
  • When assigning a service provider that has not yet passed screening.
  • When assigning a service provider that does not meet all of the required paperwork for the group or service.
  • The service request was modified by the client.
  • If the service provider has had their assignment reduced within the cancel billable policy time.
  • If it is past the start time of a service request but unassigned service provider slots do not have the FTF flag turned on.
  • If leave is approved for service providers that have already been assigned to service requests.

Abilities #

  • Can see customer billing and service provider pay amounts in dashboard reports. (More on Dashboards here)
  • Can edit invoices and timesheets on behalf of any service provider.
  • Can add and remove billable objects of any age on all invoices and timesheets.
  • Can change the pay period of unprocessed invoices.
  • Can convert empty invoices to timesheets.
  • Can submit invoices and timesheets manually.
  • Can create and edit any leave request or leave balance.
  • Can view and edit staff days.
  • Can process payroll.
  • Can export data to QuickBooks™.
  • Can create and edit service providers. For more on how visit here. 

Reports  #

  • Customer Billing Report
  • Service Provider Pay Report
  • Alerts
  • Dock Pay
  • Fill Latency
  • Freelance Billable Hours
  • Freelance Payable Hours
  • Old Assignments Invoiced Report
  • Payroll Reports
  • Service Provider History
  • Service Provider Rates
  • Staff Billable Hours
  • Staff Payable Hours
  • Tracking Report
  • Unvoiced Assignments Report
  • User Log

Settings #

Alerts #

  • When any service provider’s mailing address has been changed.
  • When a service provider has been assigned to a service request and a pay rate cannot be found.
  • When any changes are made to a service provider slot for a service request completed in the past.
  • Requests from scheduling to unlock a service provider slot so it can be modified.
  • Whenever there is a leave balance violation.

Abilities  #

  • Can view the transaction history of some objects in uSked.
  • Can finalize screening evaluation results.
  • Can inactivate screening evaluation results.
  • Can create and edit any leave request.

Reports #

  • Expired Paperwork
  • Missing Paperwork
  • Screenings Overview
  • Screenings with Details
  • Unverified Paperwork

Settings #

Alerts #

Abilities #

  • Can evaluate screening responses.
  • Can ask for help when evaluating screening responses.

Reports #

  • Screenings (for evaluation only)

All users with at least one role enabled (except the QA role) are considered office staff and have the following abilities.

Abilities #

  • Has access to all blocks, contract days, and service requests for all groups.
  • Can view blocks, contract days, approved leave, and other extra details, in the 35-day view.
  • Has additional filters to use in the 7-day view.
  • Can see extra details in the information boxes for blocks and service requests.
  • Can force service provider slots to be non-billable when canceling service requests.
  • Can view and edit internal notes.
  • Can view details by hovering the mouse cursor over client names and service provider names.
  • Can modify do-not-send lists.
  • Can create and modify user accounts, groups, group members, and service provider profiles.
  • Can copy preferred service providers from one group member to another for a user.
  • Can assign service providers to service requests and update any field in the service provider slot.
  • Can create, view, and update any service request at any time up to the lock-out period.
  • Has access to many additional fields for service requests.
  • Can new submit service requests for service dates in the past.
  • Can update canceled service requests.
  • Can send a request to billing to unlock a service provider slot.
  • Has access to a pop-up calendar on the main menu bar.
  • Can search by service request ID number in the main menu bar.
  • Can create and modify dashboards.
  • Has access to the 1-day view.
  • Has access to the service request cart and related features.
  • Can create, update, download, and accept quotes for customers.
  • Can view, create, and update all paperwork (but not necessarily the supporting files).
  • Can view the history of some objects in uSked.
  • Can make and update recurring service requests.
  • Can use the billing details feature for service requests.
  • Can manually send system alerts for service requests.
  • Can run the scenario optimizer on service requests in the service request cart.
  • Can upload biographies and resumes for service providers.
  • Can change the password for any non-staff user.

Reports #

  • Service Provider Slot Non-Default Values
  • Big Payable Hours

Abilities #

  • Can create and edit leave requests for any subordinate.
  • Can adjust leave balance for any subordinate.

Alerts #

  • When a subordinate creates or modifies a leave request.

Updated on December 10, 2025
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