What's New

Troubleshooting

Regular users & Admins - Setting my profile

  • I forgot my password

    To reset your password:   1. Click on the link Forgot password   2. Write down your email and click on Cont...

  • How to access my profile

    How to modify your profile on the mobile app (video) To access your profile, click on your initials or pic...

  • How to change my password

    To change your password:  1. Access your Profile and click on Connection information   2. Input the pas...

  • How to change my email

    Your email is necessary to log in to PetalMD. It needs to be written the exact same way you wrote it when y...

  • How to change the language

      Here is how to change the language in which the platform is displayed:   1. Access your profile by clicki...

  • How to maintain your account phone numbers

    Entering phone number s in PetalMD may have various usage. 1. To enter it, the member must go to his profil...

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Regular users & Admins - Managing My Calendar

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Regular users & Admins - Managing my documents

  • How to recover a deleted document

    To recover a deleted document:   1. Go in the section Documents   2. Click on Deleted documents 3. Select ...

  • How to create a folder

    In order to organize the documents you would like to share with your group, you can create different folder...

  • How to add a document

    Note: - The maximum size of a single document allowed is 50MB - There is no limit to the number of document...

  • How to delete a document

    Each user can delete the documents and files they have created. The administrators also have special permis...

Regular users & Admins - Managing my Group calendar

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Regular users & Admins - Managing my contacts

Regular users & Admins - Managing absences

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Regular users & Admins - Managing my shift transfers and trades

Regular users & Admins - Using the Open Shifts functionality (Member)

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Regular users & Admins - Others

Planners - Planning a schedule for a period

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Planners - Using the Open Shifts functionality

Planners - Managing the group's members

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Planners - Configuring the group's absences

Planners - Configuring the shifts for a group

Planners - Managing approvals for my team

Planners - Generating reports

Planners - Other

For Support

  • Add or remove a member

    Add a new member to your group 1. From the Scheduling section, access the Members section     2. Click on A...

  • Change the settings of a member

    1. Click on the Scheduling menu, and on the Members and teams option   2. In the members' list, click on t...

  • Create a shift

    Scheduling product; If you are a member of more than one group, select the correct group at the top of th...

  • Edit a shift

    For details of the different concepts found in this article, please see the article Create a shift. Here's ...

  • Absences Management permissions

        Group planners can edit the Absences Management permissions and settings through the Absences sectio...

  • How to import values from previous periods

    For groups that accumulate equity values from period to period (cumulative counters), this step allows you ...

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