Your complete guide to using UnifyOS — step-by-step instructions, real examples, and answers to common questions.
Company Dashboard Overview
The Company Dashboard is the central hub for US Engine Valve. It is the first page you see after logging in and contains
SysPro — Launching & Password Management
SysPro is the company's ERP system. The SysPro button on the dashboard opens a dialog where you can launch a Remote Desk
Computer Usage Policy
The Computer Usage Policy button is always visible on the dashboard (even for guests). It opens the company's Computer U
Install Software
The Install Software button (in the Training & Work Instructions section) opens two tools: a Software Package catalog fo
Scan Documents
The Scan Documents tool (in the Production section) uses your device's camera to capture physical documents and save the
Employee Module Overview
The Employees module is the central directory for everyone in your organization — full-time employees, contractors, temp
Adding & Editing Employees
Adding a new employee
Employee Photos
Employee photos appear on their card, badge, head shot cards, and in the Org Chart report. You can upload a photo, take
Archiving & Restoring Employees
Archiving is the correct way to handle terminated or departed employees. It removes them from all active views without d
Paycor Integration & Employee Sync
The Paycor integration automatically syncs employee records from your Paycor payroll system into UnifyOS. It handles new
Printing Employee Badges
UnifyOS has a built-in badge designer and print system. Badges can include the employee's photo, name, title, department
Printing Employee Head Shot Cards
The Head Shot button on every employee card lets you instantly print a formatted photo card — great for bulletin boards,
CSV Import & Export
The CSV Options button lets you bulk import employees from a CSV file and export all active employees to a CSV.
Custom Fields
Custom Fields let you capture company-specific data that doesn't fit the standard employee form — certifications, unifor
Microsoft 365 Licenses
UnifyOS can sync Microsoft 365 license assignments from your Azure tenant into each employee record, giving you a live v
UniFi Door Access (Employee)
Each employee record can be linked to a UniFi Access user so that their NFC badge card and door access group memberships
Org Chart Report
The Org Chart Report visualizes your company's reporting hierarchy as a live tree diagram. Filter by supervisor or depar
Employee Roster Report
The Reports section under Employees contains several pre-built reports for HR purposes.
Asset Module Overview
The Assets module tracks all company-owned equipment, vehicles, software licenses, uniforms, tools, phones, and more. Ea
Adding & Editing Assets
Adding a new asset
Assigning & Unassigning Assets
Open the asset record (click on an asset card).
QR Code Labels & Scanner
Every asset can have a QR Code label generated and printed. Scanning the QR code from anywhere in the app instantly open
Syncro RMM Integration
The Syncro RMM integration automatically pulls live hardware data from Syncro into your Computer asset records — keeping
RingCentral Phone Sync
The RingCentral integration syncs desk phone assets from your RingCentral account. It creates new Phone asset records fo
Scheduling Asset Maintenance
Maintenance schedules track preventive and corrective work on assets — oil changes for vehicles, inspections for equipme
Retiring Assets
When an asset reaches end of life, retire it rather than deleting it. Retirement preserves the full history, audit trail
Importing Assets from CSV
The Import Assets feature lets you bulk-load asset records from a CSV file — great for initial data entry or migrating f
Software & Rights Overview
The Software & Rights module (accessible from the HR Tasks section or directly at /SoftwareAssets) tracks all software l
Training Module Overview
The Training module lets you create training courses and track which employees are enrolled or have completed them. It s
Enrolling & Completing Training
Enroll a single employee
Tool Crib Overview
The Tool Crib module manages parts and supply inventory with full check-out and return tracking. Every transaction is re
Checking Out & Returning Items
Check-out flow
Cycle Counts
A Cycle Count reconciles your system quantity vs the actual physical quantity on the shelf. Discrepancies are recorded a
Reorder Points & Stock Alerts
The Reorder Point on each Tool Crib item defines the threshold at which you need to order more. When qty falls to or bel
Printing Shelf Labels
Shelf labels include the part number as a barcode so employees can scan parts directly at the Tool Crib checkout kiosk.
Stock Levels Report
Real-time view of all Tool Crib items with current quantities. Quickly identify what needs to be ordered.
Document Management Overview
The Documents module is a central file library for your company. Store policies, manuals, contracts, safety guides, HR f
Uploading Documents
Click Upload Document in the top right of the Documents page.
Calendar Overview
The Calendar provides a company-wide monthly view of all important events — training sessions, maintenance windows, meet
Creating & Managing Calendar Events
Click + New Event or click directly on a day.
Observation Cards Overview
Observation Cards capture safety observations, quality issues, near-misses, and improvement suggestions on the shop floo
Submitting & Managing Observation Cards
Submitting an observation card
Audit Management Overview
The Audit Management module centralizes all internal, compliance, and customer audit activity. Access it from the Audit
Running a Self Audit
A Self Audit walks your team through all active policy documents and records whether each is compliant, non-compliant, o
SOX Audit
The SOX Audit module guides your team through Sarbanes-Oxley compliance requirements. It covers IT General Controls, seg
TISAX Audit
The TISAX Audit module helps automotive suppliers prepare for TISAX (Trusted Information Security Assessment Exchange) a
Door Security Overview
The Door Security page (/DoorSecurity) provides a unified view of your UniFi Access system — showing all access users, g
Network Management Overview
The Network Management page (/NetworkManagement) provides a complete live view of your UniFi network infrastructure — co
Reports Overview
The Reports section provides pre-built analytical reports grouped by module. All reports reflect live data and support C
UniFi Door Access Reports
Three specialized reports for UniFi door access data — accessible from the HR Tasks section (gold chart icon next to Uni
Financial Dashboard Overview
The Financial Dashboard lets you upload Excel workbooks and instantly visualize the data as charts and summaries. Design
Security & Access Overview
UnifyOS includes built-in security features to protect company data, including automatic network detection, email-based
Logging In (External / OTP)
When you access UnifyOS from outside the office (or any time you're not already authenticated), you'll be asked to verif
Two-Factor Authentication (2FA)
Two-Factor Authentication (2FA) is required for all external access. When you access UnifyOS from outside the internal n
Session Management & Timeouts
Sessions are managed for external users who log in via email OTP. Sessions expire automatically to prevent unauthorized
Settings Overview
Settings is available to Company Owners/Admins and Management roles only. It controls how UnifyOS is configured for your
User Management
Inviting a new user
Integrations Setup
Paycor (HR/Payroll sync)
Scheduled Tasks
Scheduled Tasks are automated jobs that run on a timer — syncing Paycor, pulling Syncro data, refreshing RingCentral pho
Backup & Restore
The Backup & Restore feature exports all company data as a ZIP file and uploads it to Dropbox. This provides a safety ne
Audit Log
The Audit Log records every significant action in the system — who did what, to which record, and when.
Public Access Settings
Public Access settings control which features are visible to employees and guests on the Company Dashboard without requi
Notifications
The Notification Bell 🔔 in the sidebar shows your personal, unread notifications. The count badge turns red when you ha
User Roles & Permissions
UnifyOS uses role-based access control. Your role determines which modules you can see and what actions you can perform.
Navigating UnifyOS
The sidebar on the left is your main navigation. It shows all modules your admin has enabled for your role.
Color Theme / Palette
UnifyOS supports multiple color palettes that change the look of the entire application. Each user can choose their pref
Searching & Filtering
Almost every list in UnifyOS has a Search bar that instantly filters results as you type.