Skip to main content
People, invitations & access

Staff: roles, invites, scheduling, and certifications

For center admins: inviting staff, choosing among Bloomily's nine roles, building schedules and shifts, approving time off, and tracking certifications.

Last updated About 1 month ago

Use Team in Admin OS for employment records and scheduling. Staff-directory access, classroom scope and write permissions control what a person can review or change; the organization can customize roles and access profiles.

People, Schedule and Attendance

  • Team > People lists staff and invitation status. Open a staff record for roles, room assignments, access, certifications and PIN controls. Use Not currently covered, Expiring soon, or Time off filters to find the relevant people.

  • Team > Schedule holds week and day views. Choose the day view for room coverage and exact-time blocks. The week's overflow menu contains available shift-swap and open-shift decisions.

  • Team > Attendance shows clock-in/out and worked hours. Planned shifts are not proof of hours worked.

Invitations and access

Invite a person from Team > People. Confirm the recipient and role, review the invitation confirmation, and verify the pending/accepted state afterward. Importing a staff record does not by itself prove an invitation email was sent.

Use Settings > Access for the available Access profiles or Staff roles controls. A person's employment record differs from their own account profile. Confirm the exact person before deactivating access, changing permissions, or resetting a shared-device PIN. Never include a PIN in a support message.

Scheduling

Create and review shifts in Team > Schedule. Use Copy last week or Repeat this week ahead when offered, check the resulting dates and assignments, then use Publish schedule after review. These controls work on the current schedule; review the result before notifying staff.

In Staff OS, staff use Me > My Schedule, My Hours, Time Off, Shift Swaps, Availability, Open Shifts, Documents, Certifications, or Profile, as their enabled features and permissions allow. My Day contains Today's Plan, Attendance and Daily Reports; My Room contains room work. Native Bloomily Center remains available for classroom attendance, activity logging, photos and parent messaging.

Payroll and labor reporting

Use More > Timesheets for available payroll readiness and timekeeping work. Use More > Reports and the available Labor report for staffing costs; compensation setup and report permissions matter.

A requested time-off approval, payroll action or invitation is not a completed result. Check its saved status and audit or delivery evidence.

Staff OS also provides Announcements, My Rooms, Notifications, My Requests, and Help & Support when the viewer's modules and live features allow them. My Rooms remains limited to assigned room context; request visibility is scoped to the requester.

Was this helpful?