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Create Group Services Schedule - Video

The Group Services Schedule Builder allows the supervisor to create a schedule specifically for a chosen Group Services Program. The Group Services Program Schedule Builder has two tabs: Employees Schedules and Clients Schedules. All employees and clients with an active service account for that program will be listed on the corresponding tab. As the Employees Schedule is created, the Clients Schedule will automatically build based on employee shifts.

Create New Group Services Program Schedule

  1. First create the Employee Schedule from the Employee Schedule tab. Creating entries on this tab will automatically create the client schedule.
    1. All employees with an active service account for the specified program will be listed in the leftmost column of the schedule table
    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. If you want to create the schedule by creating individual entries, click the blank cell on the day you wish to create a shift for.
    4. Complete the entry form
      1. Verify the date
      2. Set the start and end time
  • Select the clients the employee is assigned to
  1. Add any desired notes
  2. Click Schedule
    1. You cannot schedule an employee at the same time that the employee is already scheduled somewhere else. To see an employee’s full schedule, go back to the Scheduling Module home page and click Employees on the sidebar.
    2. You cannot schedule a client at the same time that the client is already scheduled somewhere else. To see a client’s full schedule, go back to the Scheduling Module home page and click Clients on the sidebar.
  3. Click Yes on the confirmation window
  4. To make changes to a schedule entry, right click on the entry.
  5. Repeat until schedule is complete. Copy entries by dragging and dropping to a new cell.
  6. Click Publish.
  7. Review exceptions and make changes as needed.
  8. Click Publish on the exceptions window
  1. Click the Client Schedule tab to see the Client Schedule.
    1. You cannot create entries on the Client Schedule tab.
    2. The Client Schedule is automatically created as you create schedule entries on the Employee Schedule tab.

View Group Services Schedule

  1. Login to your personal profile
  2. Click Scheduling on the top bar Click Group Services on the sidebar
  3. Select the desired program by clicking anywhere in the results row
  4. The Group Services Schedule builder has two tabs:
    1. Employee Schedule
      1. All employees with an active service account for the specified program will be listed in the leftmost column of the schedule table
        1. The number of weekly hours, hours scheduled, and hours available will appear under each employee name
        2. If you do not see the employee you wish to schedule, verify that they have an active service account
      2. Client Schedule
        1. Lists all clients who have an active service account for the Group Services Program.
        2. Clients will be listed once per service code
      3. 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.
      4. You can easily navigate to other weeks by using the arrows or the calendar icon.
      5. 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.
      6. Right-click on any schedule entry to:
        1. View Details
        2. Edit the entry
        3. Delete the entry
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