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paid",[623,670,671,676,679],{},[641,672,673],{},[644,674,675],{},"Time & schedules",[641,677,678],{},"Hours logged, your timesheets, what is scheduled this week",[641,680,681],{},"Clock in or out, log and correct time, submit timesheets, approve or reject time, create shifts for several people across several days in one step, publish a week, email a schedule",[623,683,684,689,692],{},[641,685,686],{},[644,687,688],{},"Documents",[641,690,691],{},"What is waiting on your signature, what is expiring, the templates you can use",[641,693,694],{},"Send a document from a template, remind signers",[623,696,697,702,705],{},[641,698,699],{},[644,700,701],{},"People & performance",[641,703,704],{},"Your team, a profile you are allowed to open, custom profile fields, review cycles and assessments",[641,706,707],{},"Schedule a 1:1, update an assessment, and, for administrators, add or remove compensation, job history and employment-status entries",[613,709,710,711,714,715,717],{},"What appears for you depends on your role and on your organization's modules. When ",[644,712,713],{},"Time\nTracking & Projects"," or ",[644,716,441],{}," is switched off, the assistant offers nothing from that\nmodule, the same way the sidebar hides it. The suggestions on the assistant page and in the panel\nfollow your role too: people who cannot approve are not offered approvals, and employees are not\noffered company-wide reports.",[719,720,722],"h3",{"id":721},"scheduling-a-week","Scheduling a week",[613,724,725],{},"Asked to schedule a team, the assistant first checks the week: whether it is a draft or already\npublished, and what is scheduled. It always asks before changing a published week.",[719,727,729],{"id":728},"answers-as-tables-charts-and-files","Answers as tables, charts and files",[613,731,732,733,736,737,714,740,743,744,714,747,750],{},"The assistant can answer with a table, draw a chart from the numbers it looked up, or make a\n",[644,734,735],{},"CSV",", ",[644,738,739],{},"PDF",[644,741,742],{},"Word"," file to download. Charts can be downloaded as ",[644,745,746],{},"PNG",[644,748,749],{},"SVG"," and\nshow up to eight series. Wide tables scroll sideways only when they need to.",[719,752,754],{"id":753},"documents-pdf-and-word","Documents: PDF and Word",[613,756,757],{},"Ask for a letter, notice, announcement, policy or summary and the assistant writes it as a\ndocument, with headings, paragraphs, bullet and numbered lists, tables and, where the document\nneeds one, a signature block.",[759,760,761,767],"ul",{},[762,763,764,766],"li",{},[644,765,739],{}," is the default, for a document that is ready to send or print.",[762,768,769,772],{},[644,770,771],{},"Word (.docx)"," is made when you ask for Word, a .docx, an editable document or a template to\nfill in. It is a real Word document you can edit in Microsoft Word, Google Docs, Apple Pages or\nLibreOffice.",[613,774,775,776,779,780,783,784,789],{},"A document appears in the chat as a card: ",[644,777,778],{},"Open"," previews a PDF in the browser and downloads a\nWord document, and ",[644,781,782],{},"Download"," saves either one. Every document the assistant makes is also kept\non your ",[785,786,788],"a",{"href":787},"\u002Fintelligence\u002Fattachments#your-files","Files"," page.",[613,791,792],{},"The document is your organization's, not BookYourPTO's. Nothing is added to it except page\nnumbers: no product name, logo or \"made with\" line, and no extra header. When a document needs the\norganization name, the date or a signature block, the assistant writes them into the content\nitself. The file's author is your organization.",[613,794,795,796,799],{},"Any answer, or a whole chat, can also be downloaded as Word or Markdown (see\n",[785,797,291],{"href":798},"\u002Fintelligence\u002Fchats#downloading-and-deleting",").",[608,801,803],{"id":802},"what-it-leaves-to-the-app","What it leaves to the app",[613,805,806],{},"Some settings are deliberately kept out of the assistant. Ask about them and it gives you a link\nto the right page instead:",[759,808,809,812,815,818,821,824],{},[762,810,811],{},"Passwords, two-factor authentication and trusted devices",[762,813,814],{},"Single sign-on, email (SMTP), branding and custom domains",[762,816,817],{},"Billing and plan changes",[762,819,820],{},"Data import, and deleting the organization",[762,822,823],{},"Integrations such as QuickBooks and calendar connections",[762,825,826],{},"Creating or offboarding people, changing roles, and creating or deleting departments and teams",[608,828,830],{"id":829},"skills","Skills",[613,832,833,834,837,838,841,842,845],{},"A ",[644,835,836],{},"skill"," is a step-by-step playbook the assistant follows for a common job. Type ",[662,839,840],{},"\u002Fskills"," to\nbrowse them, or simply ask for the job. A skill never adds permissions: every change it makes\nstill follows your ",[785,843,844],{"href":274},"mode",".",[617,847,848,861],{},[620,849,850],{},[623,851,852,855,858],{},[626,853,854],{},"Skill",[626,856,857],{},"What it does",[626,859,860],{},"Offered to",[636,862,863,876,888,900,912,924,936,949,961,973],{},[623,864,865,870,873],{},[641,866,867],{},[644,868,869],{},"Receipt to expense",[641,871,872],{},"Reads an attached receipt and turns it into an expense line",[641,874,875],{},"Everyone",[623,877,878,883,886],{},[641,879,880],{},[644,881,882],{},"Plan time off",[641,884,885],{},"Finds good days off around your balance, holidays and team coverage",[641,887,875],{},[623,889,890,895,898],{},[641,891,892],{},[644,893,894],{},"Timesheet check",[641,896,897],{},"Finds gaps in your time entries and submits your timesheet",[641,899,875],{},[623,901,902,907,910],{},[641,903,904],{},[644,905,906],{},"Draft an HR letter",[641,908,909],{},"Drafts an employment, leave or salary-confirmation letter from real records",[641,911,875],{},[623,913,914,919,922],{},[641,915,916],{},[644,917,918],{},"Performance self-review",[641,920,921],{},"Drafts your self-assessment from your goals and 1:1 notes",[641,923,875],{},[623,925,926,931,934],{},[641,927,928],{},[644,929,930],{},"Expiring items",[641,932,933],{},"Certifications, documents and training coming due",[641,935,875],{},[623,937,938,943,946],{},[641,939,940],{},[644,941,942],{},"Team coverage",[641,944,945],{},"Shows who is off and spots coverage gaps for a date range",[641,947,948],{},"Department heads, administrators, executives",[623,950,951,956,959],{},[641,952,953],{},[644,954,955],{},"Approvals triage",[641,957,958],{},"Sorts your pending leave and expense approvals, oldest and riskiest first",[641,960,948],{},[623,962,963,968,971],{},[641,964,965],{},[644,966,967],{},"Onboarding status",[641,969,970],{},"Where each new hire's onboarding stands, and what is overdue",[641,972,948],{},[623,974,975,980,983],{},[641,976,977],{},[644,978,979],{},"Leave and time insights",[641,981,982],{},"Summarizes leave or timesheet reports into tables and trends",[641,984,948],{},[613,986,987],{},"A skill that is mostly about a switched-off module is not offered. Approvals triage approves or\nrejects only the items you name, one at a time.",{"title":989,"searchDepth":990,"depth":991,"links":992},"",1,2,[993,999,1000],{"id":610,"depth":991,"text":611,"children":994},[995,997,998],{"id":721,"depth":996,"text":722},3,{"id":728,"depth":996,"text":729},{"id":753,"depth":996,"text":754},{"id":802,"depth":991,"text":803},{"id":829,"depth":991,"text":830},"What BookYourPTO Intelligence can look up and change, what it leaves to the app's own pages, and the ready-made skills that guide common jobs.","md",null,{},{"icon":247},{"title":277,"description":1001},"n_77b02uJi64__scBN56bieDgHDZ_wmMVx9Oa_FyTEY",[1009,1011],{"title":273,"path":274,"stem":275,"description":1010,"icon":42,"children":-1},"Choose how much BookYourPTO Intelligence may change without asking — Ask first, Accept edits, Auto or Plan — and which changes always ask.",{"title":281,"path":282,"stem":283,"description":1012,"icon":284,"children":-1},"Attach receipts, PDFs, screenshots and CSV files to a question, the limits that apply, and where your attached files are kept.",1794720478339]