| 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 |
© 2008 Program Works