Need Help? Call 855-344-3729

View and Create Employee Schedules - Video

The Employee Schedule allows the supervisor to create schedules for miscellaneous account types including Administration, Training, and Drive. It is available to all supervisors who are linked to the employee via default cost center or an active service account. Supervisors can view the Employee Schedule to see all scheduled shifts for the employee’s active service accounts. This is helpful when creating Program or Client Schedules to prevent double-scheduling an employee.

Create New Employee Schedule

  1. To create a new schedule for the next blank week, click Actions, then click New Schedule. Or, use the calendar or arrow icons to go to the desired week.
  2. If you want to use the same schedule as the previous week, click the Copy icon.
    1. Changes can be made to the schedule by right-clicking on individual entries or creating new entries by following the steps below.
  3. Click the blank cell on the day you wish to create a shift for. You will only be able to create schedule entries for Administration, Training, and Drive accounts. All other entries must be scheduled from the corresponding program or client schedule.
    1. Click the copy icon to copy the schedule from the previous week.
  4. Set the start and end time
  5. Click Schedule
    1. Shifts cannot be saved if the employee is already scheduled somewhere else.
  6. Click Yes on the confirmation window
  7. To edit existing entries, right-click on the entry then click Edit.
  8. To delete existing entries, right-click on the entry then click Delete.
  9. Repeat until schedule is complete for all services. Copy entries by dragging and dropping to a new cell.
  10. Click Publish
  11. Review exceptions and make changes as needed.
  12. Click Publish on the exceptions window.
    1. The schedule will be visible to the employee once it is published.
    2. Changes can be made to the schedule by right-clicking on individual entries. You must re-publish the schedule for the employee to see the changes.

View Employee Schedule

  1. Login to your personal profile
  2. Click Scheduling on the top bar.
  3. Click Employees on the sidebar.
  4. Use the search filters to find the desired employee.
  5. Select the desired employee by clicking anywhere in the employee row. The schedule details will appear on the next screen with the current week’s schedule displayed.
  6. When you open an employee’s schedule, you will see the current week’s schedule. The dates are listed across the top of the schedule. Each active service account is listed in the far left column. You might need to use the scroll bar to see all accounts.
  7. There are several numbers listed on each service code. Hover over each number to find out what it represents.
    1. The first number is worked weekly hours. This is the total of all pending and approved punches for the service code for the week.
    2. The second number is scheduled hours. This is the total hours of saved shifts for the week.
    3. The third number is the maximum weekly hours. This is set on the employee’s profile.
  8. The default view is a weekly view. To view an hourly view of one day, click “Day” or click “Today” to go to today’s schedule. To return to the Week view, click Week.
  9. You can easily navigate to other weeks by using the arrows or the calendar icon.
  10. There are several tools available to quickly make changes to your schedule.
    1. Click the trash icon to clear the current schedule.
    2. Click the copy icon to copy the schedule from the previous week.
    3. Click the printer icon to print the schedule.
  11. Right-click on any schedule entry to:
    1. View Details
    2. Edit the entry
    3. Delete the entry
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk