Help Center

Quick Start: Owner & GM

Get your account fully operational in under 30 minutes. Follow these steps in order.

Quick Start: Manager & Department Head

Your daily workflow in The StaffApp — check-ins, roster management, and staying ahead of your team's development.

Quick Start: Staff Member

What The StaffApp means for you — your portal, your check-ins, and your development journey.

Getting started with The StaffApp

A walkthrough of the four steps to get your account fully set up and your first staff member active.

Adding and inviting staff members

How to add new hires, backdate existing employees, and manage invite emails.

The 90-day onboarding program

How milestone check-ins are scheduled, what each touchpoint covers, and what happens after 90 days.

Running effective check-ins

What check-ins are, how to complete them, and how to use conversation prompts effectively.

Flags and alert notifications

How flags work, what triggers them, and how to configure who gets notified.

Reviews and assessments

How Annual Self-Reviews, Annual Manager Reviews, and skills assessments work together.

Progressive discipline: the basics

How to document performance and conduct concerns, what the three-step process looks like, and why documentation protects everyone.

Documenting commendations and positive performance

How to recognize exceptional performance formally and why positive documentation is just as important as corrective documentation.

Managing your subscription

Plan details, how to upgrade, manage payment, and add locations.

AI DevCoach

How to use the AI coaching assistant — included on every paid plan.

Schedule: your check-in calendar

How the Schedule tab works, what shows up there, and how to use revisit reminders.

Voice dictation for check-in notes

How to use voice dictation to capture check-in notes hands-free — available on all paid plans.

Department Head setup wizard

A walkthrough of the Department Head setup wizard — configuring skill tiers, stations, and inviting your team.

Managing multiple locations

How owners and GMs manage multiple locations, cross-location visibility, and adding new locations.