Getting Started
Quick Start for Scheduling
Step 1: Create recurring schedule for the first time
Enter schedule by employee
Enter employee coverage needed
Step 2: Initialize the current week
Step 3: Make adjustments to the current week
Step 4: Post the schedule
Overview
Logging in
Browser Compatibility
Understanding time blocks
Double scheduling
Manager Area
Main Work Area for scheduling
Setup Menu
Users Setup
Categories
Understanding Categories
Categories Setup
Departments
Areas
Tasks
Time of day
Time off
Time Off Accounts
User Defined Categories
General Options
Template Setup
Rules
Clock IPs
Managing users
User account
Modifying many users at once
Scheduling
How to create the schedule
Setting up the recurring schedule
Initializing the current schedule
Modifying the current schedule
Templates
Posting the current schedule
Attendance
Initializing from the schedule
Using the time clock
Modifying the attendance
Exporting to Quickbooks
Finalize Attendance
Availability
Recurring Availability
Current Availability
Using the time block editors
Views
Cross-sections
Sorting
Navigating through time
View range
Show Conflicts/ Show all Main Groups
Color schemes
Manipulating time blocks
Properties of a time block
Simple click to edit a time block
Entering dates and times
Adding time blocks
Adding - Single Employee, Single Day
Adding - Single Employee, Multiple Days
Adding - Multiple Employees, Single Day
Adding - Multiple Employees, Multiple Days
Adding - Open (unassigned) time blocks
Selecting time blocks
Selecting and unselecting individual time blocks
Selecting and unselecting a day
Selecting and unselecting a group
Selecting all time blocks in view
Unselecting all time blocks
Removing time blocks
Copying time blocks
Moving time blocks
Assigning employees
Changing properties of many time blocks at once
Changing Selection Mode
Editing time blocks
Shift Information Box
Time block information
Employee information
Get best fit
Time block history
Check double scheduling
Automation
Setting up Rules
Eliminating rules
Max hours rule
Daily hours
Qualification rule
Schedule only when declared available
Do not schedule when declared unavailable
Separation rule
Max days in a row
Preference rules
Factor of Importance
Grades
Employee preference
Least hours so far
Least hours so far by category
Employee rank (lowest)
Employee rank (highest)
Employee rank by category
Employees by lowest pay rate
Employees by lowest pay rate for the category item
Custom rules
Using rules to restrict swap and sign up
Auto-schedule feature
Show conflicts feature
Scheduling time off
Setting up time off features
Approving and declining requests for time off
Manually scheduling time off
Modify time off types
Time Off Cancellation Requests
Time Off Accounts
Setting up time off accounts
Time off ledgers
Balance Transfer
Other communication with employees
Creating help for Employees
Using the billboard
Emailing employees
Reports
User Report
Phone Number Report
Hotline Report
Time Off Report
Who's On Report
Hours Report
Cost Report
Printing and Exporting
Exporting Raw Data
Employee Area
Clocking in and out
Alerts
Standard menu Sections
Home Menu
View / Modify Account Info
Changing the user password
Viewing the billboard
My Schedule
My Attendance
Time Off
Requesting Time Off (Basic)
Requesting Time Off (Advanced)
Canceling Pending Time Off Request
Canceling Time Off
Time Off Calendar
Sign Up
My Availability
My Typical Week
Override Specific Weeks
Swap
Swap Requests
Printing the schedule
Printing the attendance
Schedule HOTLINE
Manager setup
Employee access
FAQ

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