In this session, we’ll walk through practical, hands-on training for support workers, covering key day-to-day FlowLogic activities. You’ll learn how to navigate workflows, accurately log participant information, and make the most of the system in your role.
This session is ideal for Support Workers and frontline staff looking to build confidence in using FlowLogic efficiently and accurately.
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FlowLogic In Focus - FlowLogic Overview
We’re excited to invite you to our brand-new training series: FlowLogic in Focus with Daniel Garvey, previously known as Tuesday Brunches with Daniel.
Our first session kicks off on Tuesday, 10 June from 10.30am to 12.00pm (AEST) and will provide a general overview of the FlowLogic system, perfect for new users or anyone needing a refresher.
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FlowLogic In Focus - Participant and Staff Sections
Following a fantastic start to our new training series, we're back with Session 2 of FlowLogic in Focus with Daniel Garvey.
Next week's session will take a closer look at the Participant and Staff Sections in FlowLogic, giving you practical tips to better navigate, manage and utilise these core areas of the system.
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FlowLogic In Focus - Finance System Overview
This session will walk you through how to set up your services and activities properly, so your organisation can streamline scheduling, rostering, and billing from the start. Ideal for system administrators, service managers, and those managing workflows, we'll cover the Funding and Exporting process from a high overview perspective, starting with Funding Allocations and Rostering, and moving on to Staff Timesheets and then the Financial Exports.
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FlowLogic In Focus - Security & Permissions
This session will walk you through how to set up your FlowLogic data security from the beginning, ensuring compliance and peace of mind for your organisation and participants.
Ideal for system administrators, service managers, and those managing staff, we'll cover the many areas of FlowLogic Security, from log in, access to system functionality and data, all the way through to customising your own security groups.
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FlowLogic In Focus - Funding Allocation Review
This session will walk you through how to set up your FlowLogic Funding Allocations, enabling your staff to accurately track and report on Participant budgets, and ensure smooth financial processing.
Ideal for Financial Services staff that control and report on Participant budget expenditure, we'll cover the setup of Participant Funding Allocations, how you can report on current tracking, and ensure that services that are delivered to participants are claimed and/or invoiced promptly and accurately.
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FlowLogic In Focus - Rostering with FlowLogic
In this session, we'll walk though some real world examples of Rostering in FlowLogic - How to create shifts and allocate to Staff, how to include multiple participants in a group shift, and go through some of the common pitfalls often encountered in the rostering process.
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FlowLogic In Focus - Forms & Automations
In this session, we'll walk though a couple of items - FlowLogic Forms and Automations.
In FlowLogic Forms, we'll go through how to customise FlowLogic to meet your specific needs, through the editing and creation of forms, how to get them displayed in FlowLogic and how to customise the forms security to match your operational needs.
Then, in FlowLogic Automations, we'll go through how you can set FlowLogic Automations to send notifications regarding anything in FlowLogic, ensuring maximum compliance and timely information sharing, with minimum risk of incomplete data or non-compliance.
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FlowLogic In Focus - Timesheet, Travel and Leave Management
In this session, we'll walk though a couple of items - Staff Timesheets, Travel and Leave Management.
Entering the data into FlowLogic and creating the Roster for your staff is just the beginning of the process - once the Rosters are done, its time for the staff to start using the system!
In this session we will go through how the staff use FlowLogic, covering Timesheet submission and approval, Travel recording and management, and the submission of Leave requests and the subsequent approval, ready for all to be exported from FlowLogic to the wide range of Financial packages available.
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FlowLogic In Focus - Finance Exports Part 1 - Timesheet and Leave Exports
In this session, we'll walk though Timesheet and Leave exports.
Now that you have your Roster in place, and your staff are submitting Timesheets and Leave requests, its time to get that data from FlowLogic and import it into your chosen Payroll software.
In this session we will go through the process of exporting the Timesheets and Leave Requests, with a little revision as to the Approval process, ensuring your data is as accurate as possible all while maintaining a low-touch approach from your finance team.
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FlowLogic In Focus - Finance Exports Part 2 - Invoice Exports
In this session, we'll walk though FlowLogic Invoice exports.
The ability of FlowLogic to export Invoice data to your chosen Financial software is one of the core features in the FlowLogic Financial Exports functionality. Removing manual data entry or adjustment in the Invoicing process streamlines the Financial teams daily processes, and ensures prompt payment of the services you deliver.
In this session we will go through the process of exporting Invoices, with a little revision as to the overall process, ensuring your data is as accurate as possible all while maintaining a low-touch approach from your finance team.
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FlowLogic In Focus - Finance Exports Part 3 - Xero API and MYOB API
In this session, we'll walk though FlowLogic Invoice exports specifically regarding the Xero and MYOB API integration.
The ability of FlowLogic to export Invoice data to your chosen Financial software is one of the core features in the FlowLogic Financial Exports functionality, and this is even further enhanced with the use of API connections providing an automatic and low touch solution, while removing manual data entry or adjustment in the Invoicing process to streamline the Financial teams daily processes, and ensuring prompt payment of the services you deliver.
In this session we will go through the process of exporting Invoices though both the Xero API and the MYOB API, with a little revision as to the overall process, ensuring your data is as accurate as possible all while maintaining a low-touch approach from your finance team.
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In this session, we’ll walk through practical, hands-on training for getting the most out of your FlowLogic Dashboard.
Using the FlowLogic KPI Widget, FlowLogic BI and other dashboard customisations, you can create a visual reporting tool that displays key performance indicators (KPIs) and other critical data, allowing management to quickly understand business performance, identify trends, spot anomalies, and make informed, data-driven decisions. These tools consolidate data from various sources, providing a real-time or near real-time overview of business health and progress towards strategic goals.
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In this session, we’ll walk through practical, hands-on training to implement FlowLogic Automations and Form Design to create digital workflows that streamline Onboarding and Offboarding for both Staff and Clients.
Using FlowLogic Automations, you can streamline the onboarding of offboarding of your staff and clients, ensuring business processes are followed and compliance is maintained, all while smoothing out the administrational side of your business, and through the use of customised forms that closely match your internal business processes, documentation can be easily created and compliance ensured.
This session is ideal for Business Managers, Operations Managers and Business Owners looking to keep a close eye on the day to day operations of their business.
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In this session, we’ll walk through practical, hands-on training to implement a number of smaller features of FlowLogic that help streamline your business processes and promote efficiency.
Covering a number of FlowLogic features such as the Roster Affinity Tool, Roster Colour Palette Manager, the FlowLogic Drive, Records Management and Table View Management, this session is not to be missed by anyone looking to use the full compliment of FlowLogic features.
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In this session, we’ll walk through practical, hands-on training to utilise FlowLogic Reports, providing powerful tools for your organisation covering various types like performance, financial, and trend analysis.
Covering a both the suite of prebuilt reports and demonstrating the FlowLogic custom reports functionality, this session is not to be missed by anyone looking to use Reports for focused data analysis, better decision-making, and efficient communication of crucial information to different stakeholders, from executives to department teams..
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In this session, we’ll walk through practical, hands-on training to quickly get your data into FlowLogic.
From the beginning of the Onboarding process to the day-to-day operation of your organisation, there is a lot of data requirements. Instead of manually entering the data into FlowLogic manually, the FlowLogic "Mass Add" function can enable you to import data quickly and easily, greatly improving your business efficiency. We'll also cover uploading data into your FlowLogic drive with the quick links that provide timely access for your staff to that data.
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