Welcome back to Tip Tuesday! This week we’re going to talk about creating your own categories so you can customize Workschedule.Net so it has all the options your company needs.
We’ve got all the basic categories that a general company will need, but every company is different so we have the option to customize and add your category items!
First click on the ‘Categories’ tab on the left side menu. When you get to the Categories page, select ‘ Add new category’ add a new category. Then you will come to a page that looks like this:
You can name the category whatever you would like. Then you have numerous options to edit.
Disable Category: Check this box to remove the selected category from the system for all users, except the administrator. If this option is checked, all other options under it in this screen are considered deactivated.Department category can not be disabled.
Show in cross-section: Check this box to allow users to choose items in this category in the cross-section toolbar of the time block editors. NOTE: The Department category is always shown in the cross-section.
Can use to qualify employees: Check this box if you want to be able to qualify employees for items in this category in their user records. NOTE: The Department category is always qualifiable .
Add on the fly: Check this box to allow users to add category items for the selected category while adding or modifying time blocks in the time block editor. If this option is selected, the users will see the following new item in the drop down menu of the selected category when using the time block editor: **Use New Entry Below**. The following section gets added to the screen, and the user can then create a new category item “on the fly”.
The Department category can not be added on the fly.
Rank: Check this box to allow ranking for each employee per item in this category.
Multiple: Check this box allow time blocks to be attached to more than one item in this category at a time.
Do not show in time blocks: Check this box to hide the item description for any items in this category inside the time blocks when in weekly view.
Payroll: Check this box to allow users to set a pay rate per item in this category.
Allow Notes: Check this box if you want to be able to maintain notes related to each category item.
One of the coolest things about this feature is now when you go to your current schedule, this category will appear as an option to edit when you click a shift or add a shift.
You can see ‘Your Category Item’ is now in the edit box. It will also be on the left hand of your screen so you can edit the category and add items within it!
That’s all for this week’s Tip Tuesday post! Check back next week for more tips and tricks for using WorkSchedule.Net!