Company Settings

In this box you can correct any misspellings in your company name.

This email address is used as the main contact email address. Also, it is the return email address for all outgoing emails to employees.

If you answer YES to this question, when you step through the Schedule Wizard, it will take you through the availability steps. See Schedule Wizard for more info on what those steps are.

NOTE: If you answer YES here, you should add the appropriate rule concerning availability in the Rules section. See Employee availability for info on which rule to add for availability in your situation.

If you answer NO to this question, when you step through the Schedule Wizard, it will skip the availability steps. See Schedule Wizard for more info on what those steps are.

If you answer YES to this question, your employees will be able to declare their availability by web.

NOTE: If you answer YES here, you should add the appropriate rule concerning availability in the Rules section. See Employee availability for info on which rule to add for availability in your situation.

If you answer NO to this question, your employees will not be able to indicate their availability by web. However, you, the manager, will be able to declare their availability on their behalf.

Careful here! If you answer YES to this question, then you are pre-authorizing your employees to switch shifts with each other. However the system will not allow any employee to make a switch that will cause either employee to break any of your Rules. This is a great feature if you just need to make sure shifts are covered by qualified employees and don't care who they are.

Answer NO to this question if you do not want employees to freely switch shifts through the system without approval. Keep in mind, that this does not stop you from quickly and easily switching employees between shifts as a manager. So if you want to allow switching with manager approval, it is recommended that you answer NO here, and simply have the employees make the requests directly to you.

If you answer YES to this question, then you are pre-authorizing your employees to sign up for shifts you have left unassigned as open. However the system will not allow any employee to sign up for a shift that will cause him or her to go above the maximum alotted hours for any scheduling period. This allows you to create a virtual sign up sheet for all or some portion of your schedule.

Answer NO to this question if you do not want employees be able to sign up for open shifts.

Only applies if you allow signing up for open shifts.

If you answer YES to this question, then your employees may sign up for a part of any shift you have left unassigned as open. However the system will not allow any employee to sign up for a shift that is smaller than the minimum shift size in the Rules section.

Answer NO to this question if you want to force employees to sign up for whole shifts only.

Only applies if you are using the Timesheet feature.

If you answer YES to this question, then you are entrusting your employees to edit their own time sheets.

Answer NO to this question if you do not want employees be able to edit their own time sheets. They will still be able to view them.

If you answer YES to this question, then you will be allowed to schedule shift breaks in the current and recurring schedule, and in the timesheet.

Answer NO to this question if you do not need to allow for shift breaks.

This only applies if you are scheduling shift breaks.

If you answer YES to this question, then any time scheduled as a break, is counted toward the number of hours credited for the shift for reporting

Answer NO to this question, break time is not counted toward the number of hours credited for the shift for reporting.

This only applies if you are scheduling shift breaks.

Type in the maximum number of breaks you would ever want to schedule for any shift. This number can not be larger than 10.

This feature is useful if you want to give your employees the option of choosing to work a shift or not. You can also use it if you want employees to confim that they checked their schedule.

If you answer YES to this question, then your employees will be able to click on the word "Confirm" or the word "Decline" next to each shift that they are scheduled for, when they check their schedule online. This indication will be transmitted back to you, and you can see it upon looking at the Schedule section of the manager's account. Note that just because an employee declines a shift, it does not remove the shift from the schedule, nor does it remove the employee from the shift; it simply lets you know the employee declined.

Answer NO to this question if you do not want employees to have the option of confirming or declining any shifts.

If you answer YES to this question, then your employees will be able to see each other's schedule. If you are using workgroups, then asnwering YES only allows them to see within their workgroup.

Answer NO to this question if you want to keep the employees' schedules private to them. Note that even if you allow employee shift switching below, by answering NO here they are still prevented from switching with each other because they can not see each other's schedule to switch.

If you answer YES to this question, then your employees will be warned of shifts on the schedule, that do not match the Recurring Schedule. In this way, employees can be alerted to any shift that they may need to be early for, or on a day they don't usually work. This feature is very useful, since employees are most likely to miss shifts out of their ordinary routine, not the shifts they normally work.

Answer NO to this question if you don't use the Recurring Schedule, otherwise the alerts will be meaningless.

Choose your local time zone from the list.

In the U.S. the answer here is usually YES, however, there are some localities that do not adjust the clocks for the summer months. If you are in one of those localities, answer NO to this question.

When you choose to add time blocks to the Current or Recurring Schedule or the Time Sheet, you are allowed to add many time blocks on one page. This number determines how many time blocks you can add on a single page, before you have to submit and re-add again to get a fresh page. Too many time blocks on one page can cause problems. See Windows issue

When you choose to edit time blocks for a day at a time in the Current or Recurring Schedule or the Time Sheet, you are allowed to edit many time blocks on one page. This number determines how many time blocks you can edit on a single page. If there are more than this number of time blocks in a day, the time blocks are broken down into pages, and you will see buttons to bring you to the next page and/or the previous page. Too many time blocks on one page can cause problems. See Windows issue

When you choose to add availability time blocks to the Current or Recurring Availability, you are allowed to add many time blocks on one page. This number determines how many availability time blocks you can add on a single page, before you have to submit and re-add again to get a fresh page. Too many time blocks on one page can cause problems. See Windows issue

When you choose to edit availability time blocks for a day at a time in the Current or Recurring Availability, you are allowed to edit many availability time blocks on one page. This number determines how many availability time blocks you can edit on a single page. If there are more than this number of time blocks in a day, the time blocks are broken down into pages, and you will see buttons to bring you to the next page and/or the previous page. Too many time blocks on one page can cause problems. See Windows issue

It is recommended you keep this number at "1". When your employees choose to add availability time blocks you can allow them to add several on one page. This number determines how many availability time blocks an employee can add on a single page, before they have to to submit and re-add again to get a fresh page. This is primarily a preference, although be aware that too many time blocks on one page can cause problems. See Windows issue

This is the number of minutes you can be logged on without any activity, before the system will force you to log on again and prove who you are. This is done for security reasons. The default is 240 minutes, or 4 hours.

It is important to understand exactly what a scheduling period is, in the context of Work Schedule DOT NET. Click here for the definition of a scheduling period. In most cases, it makes sense to operate on a 1 week scheduling period. You can choose up to a 16 week scheduling period. This setting does not limit how far ahead you can schedule.

CAUTION: Changing the day of week or date that your scheduling period begins on, after you have already added time blocks to either the Recurring Schedule or Recurring Availability can cause some of those recurring time blocks to disappear in those sections. If you need to adjust the scheduling period after having added time blocks, it can be done, but we ask that you contact a technical support representative at 866-846-3123 before OR AFTER making this change. It is not too late if you have already made a change which caused the time blocks to disappear as we can recover them.

Indicate which day of the week you wish for your schedule period to begin on. Click here for a clear definition of a scheduling period. If you have chosen anything other than a 1 week scheduling period in the Number of weeks in scheduling period, then you will have to be more specific than to only indicate a day of the week. For example, if you wish for your schedule period to begin on Monday, and you have a 2 week scheduling period, and it is currently Tuesday, the 16th of November, you must tell the system whether your scheduling period started over on Monday the 15th of November, or Monday the 8th of November. In this manner you can properly align the scheduling period to the current calendar.

You can choose between 0 and 6 categories. Then you can name the categories below. For info on categories, click here.

If you have chosen to use one or more categories above, name each of the categories here, one through the number of categories that you chose above. If you name any category above the designated number of categories above, it will be ignored. For info on categories, click here

The first box is for the name of the category in non-plural form (EX: Class)
The second box is for the plural form (EX: Classes).

The drop down box immediately to the right determines the predefined category type.

The category types are:

Time of Day -- Categorizes the general segment of the day a shift is on -- allows setup of default start and end times
Location
Department
Task
Time On/Off -- Categorizes shifts into two categories, time on (working) or time off (vacation, sick, etc,).
User Defined -- You can make up your own category -- EX: An emergency paramedic service might make a category called "Ambulance" to handle the various Ambulance crews

The check boxes to the right are as follows:

Qual -- Check this if you want to be able to qualify employees for items in this category
On Fly -- Check this if you want to be able to add new items to this category, as you are adding shifts or time blocks

This number identifies your company in QuickBooks Pro if you are using the export to QuickBooks Pro feature. See Exporting to Quickbooks Pro.