• 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