Browser & Login
General Menu Setup and Options
Attachments and Printer Options
Column/Grid Heading Configuration
Menu Setup Options
Time / Password / Display Settings
Managing Popup Windows
Quick Access Links
Keyboard Navigation
The Welcome Menu
Welcome Menu Widgets
Messages Bulletin & Reminders
Welcome Menu (Employee)
Welcome Menu (Manager)
The Employee Panel
Personnel/Human Resources
Adding & Editing Employee
Personal Info / Employee Details
Rates & Classes
HR Information
Time Banks
Seniority
Employee Discipline
HR Tools - Manage Discipline
Discipline - Processing
Employee Training
HR Tools - Manage Training
Employee Evaluations
HR Tools - Manage Evaluation
The Master Schedule
Master Schedule Options
Master Schedule Lines
Master Schedule Shifts
Master Schedule Attendance Codes
Master Schedule Smoothing
Update From Master Schedule
Update From Master - Enhanced
Update From Master - Conventional
Re-Update From Master Considerations
Updating Employee Schedule Posted Date
Temporary Shift Replacement TSR
Guide to Creating a New Schedule
Creating Schedules with Autofill
The Active Schedule
Schedule Setting & Options
Adding, Removing & Editing
Attendance on the Active Schedule
Shift Exchange by the Manager
Quick Update from Master
Active Staff Requirements
The Daily Schedule
Daily Schedule Settings & Options
Modifying Shifts on the Daily Schedule
Daily Schedule Attendance Grid
Daily Schedule Validation Options for Call-ins
Filling Shifts
Filling Shifts in Blocks
Filling Shifts from the Daily Schedule
Filling Shifts with the Wizard
Absenteeism Wizard
Unfilled Shift Wizard
Shift Exchange Wizard
Postponed Wizard
Adding Unfilled Shifts Wizard
Filling Shifts with the Shift Dispatcher
Configuring Shift Dispatches
Dispatch Methods
Filling Shifts with the Dispatcher
Filling Shifts with Mass Messaging
Mass Messaging Quick Guide
Mass Messaging Configuration
Mass Messaging Manager Assistance
Mass Messaging Time Zones
Filling Shifts with Shift Bidding
Mass Messaging Lite
The Time Card
Time Card Hours, Punches and Attendance
Time Card Options and Setup
Approve Audit Time Card
Time Card Exceptions
Employee Self Service
Time Banks
Time Off Request
Time Off Request OESA
Shift Give Away
Shift Exchange
Shift Bidding
Availability
Manager Self Service
Manage Time Off Requests
Manage Time Off Request OESA
Manage Availability
Availability Blackout
Time Off Planner
Time Off Requests in the Future
Manage Shift Exchanges
Manage Shift Give Away
Payroll & Payroll Processes
Holiday Calculations
Qualifying Criteria Options
Holiday Credit Options
Holiday Credit Amount Options
Holiday Rule Options
Lieu & Prerequisites
Holiday Calculation Process
Payroll Interface
Advance Payroll
Attendance Bonus
Assign Hours
Assign Attendance
Birthday Calculation
Class Rate Increase
CPMT Interface
Deferred Time Bank Debit Process
Employee Import
Export
Export Hours
Seniority Calculation
Wage Increase
StaffScheduleCare Payroll
Employee Profile Setup
Earnings Benefits and Deductions
Record of Employment (ROE)
Payroll Processing
Time Banks
Time Bank Update
Time Bank Date Settings & Rollover Options
Time Bank Rollover
Time Bank Liability
OESA Time Bank
OESA Time Bank Rollover
Budgets
Configuring Budgets
Creating a New Budget
Budget Reports
Clocks
StaffScheduleCare Terminal User Guide
Reports Functions Overview
Reports Library
Admin Reports Library
Configuration Reports Library
Human Resources Reports Library
Schedule Reports Library
Time Attendance Reports Library
Time Bank Reports Library
Standard Procedures
Web Punch
Configuration Menus
Accrual Rules Setup
Additional Tables
Attendance Code Setup
Calculation Rule Setup
Call Responses Setup
Day Code Setup
Day Code Rules Setup
Department Setup
Discipline Setup
Evaluations Setup
Facility Setup
General Ledger
Holiday Group Setup
Labour Class Setup
New Employee Template
Overtimes and Premiums Setup
Pay Cycle Setup
Position Setup
Prerequisite Setup
Schedule Rules Configuration
Call-in Rules
Sorting Levels
Shift Bidding Groups
Shift Exchange Configuration
Shift Rotation Setup
Skills Setup
SMS Providers
Supervisor Setup
System Exception Groups
Task Scheduler Setup
Time Off Rules
Tour and Shift Count Setup
Tracking List Setup
Training Setup
Units and Tasks Setup
User Definable Fields and Tables
Security Setup
Two-factor Authentication
IP Security Access Groups Setup
Login and Passwords
Security Access Group
Create Security Access Groups
Access Rights & Approval Levels
Security functions
Security Restriction Groups Setup
Security Users Setup
Company Profile
Information
Miscellaneous
Schedule Configuration
Availability Configuration
Shift Exchange Configuration
Time Card Setup
Time Off Configuration
Surge Learning
Videos
Course #1 - Welcome Dashboard
Course #2 - Time Card
Course #3a - Master Schedule
Course #3a - Active Schedule
Course #3a - Daily Schedule
Course #3b – Wizard
Course #3c – TSR
Course #3d – Active Staff Requirements
Course #3g – Mass Messaging
Course #3h - Mass Messaging Lite
Course #4 – Time Banks
Course #6 – HR Information / Personnel
Course #7b – Employee Self Service – Desktop
Course #7c – Employee Self-Service – Self Scheduling
Course #7d – Employee Self Service – Mobile App
Course #10.11 - Day Code Configuration
Course #11 - Reports
Version Release Notes
29.40
29.37
28.35
28.15
26.31