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Create Residential Schedule - Video

The Residential Schedule Builder allows the supervisor to create a schedule specifically for a chosen Residential Program. All employees with an active service account for that program will be listed on the schedule builder. The module takes the weekly allocated hours into consideration as the schedule is created.

Create New Residential Schedule

  1. Click Actions, then New Schedule, or use the calendar/arrows to navigate to the desired week.
  2. If the number of hours to be scheduled is different than the default hours, click Actions, then click “Set Required # of Hours.”
    1. The default hours are Weekly Hours set on the Residential Program Profile. To update the default hours, go to the Residential Program Profile Details Page and click Actions, then click Edit.
  3. Enter the number of hours to be scheduled, then click Save.
  4. If the number of hours to be schedules is the same as the default hours, skip steps 3 and 4.
  5. 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.
  6. Click the blank cell on the day you wish to create a shift for
  7. Set the start and end time and click Schedule
    1. Shifts cannot be saved if 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.
  8. Click Yes on the confirmation window
  9. Repeat until schedule is complete. 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 employees 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 Residential Schedule

  1. Login to your personal profile
  2. Click Scheduling on the top bar.
  3. Click Residential Programs on the sidebar
  4. Select the desired program by clicking anywhere in the results row
  5. 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
  6. The default view is a weekly view.
    1. To view an hourly view of one day, click “Day”
    2. Click “Today” to go to today’s schedule.
    3. To return to the Week view, click Week.
  7. You can easily navigate to other weeks by using the arrows or the calendar icon.
  8. 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.
  9. Right-click on any schedule entry to:
    1. View Details
    2. Edit the entry
    3. Delete the entry


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