The Welcome menu was designed to keep employees and managers up to date on company news. Allow them to access, review and/or approve Time Off and Shift Exchange requests, edit daily Time Card Exceptions and follow-up on Performance Evaluations & Training classes.
After logging into the software with your user name and password, you will be launched directly onto the Welcome menu (default setting). If this default setting is not configured, you would simply click the Welcome menu main heading option.
The Welcome menu will appear with your log in name in the centre next to the day/date.
The Welcome menu provides information at a glance.
1.The top centre of the screen may include the company logo and/or a general welcome message to the staff.
2.The middle of the screen is the Bulletin Board which may include notices for upcoming events or company news, i.e. to set up a bulletin see Messages, Bulletins and Reminders.
3.In this example the bottom section display widgets. This user has Time Card Exceptions, Time Off and Shift Exchange Requests widgets setup.
You may hide the options shown in the Menu panel on the left of the Welcome menu.
▪Click on the double arrows.
When the Menu descriptions are hidden, you may click on the icons to expand their menu.
In the example below, the Schedule icon was clicked on. A menu to the right opens.
Click on the option you wish to open.
To unhidden the Menu descriptions, click on the double arrows.
Many menus have a divider bar that may be moved either up or down to change the size of the sections on the screen.
Click and hold on the grey divider bar to drag it up or down.
Position the divider bar the first time you log in. The System will keep your settings until you move it again.
The Welcome menu can be configured using the options found on the toolbar at the left of the screen. Access to these options are based on the user's security access setup.
Allows you to upload your facility’s logo to the Welcome menu. The logo should be in a JPG, BMP or PNG format.
Click upload and select the path that defines the location of your logo.
Allows you to adjust the logo and greeting settings. Width, Height, Transparency & Stretch affect the logo image.
Click on the Actions icon and select Add Widget. For further details on the widgets available see Welcome Menu Widgets.
Select Add Widget and the full list of options will appear (General option shown below). The tabs available will depend on the what security and/or options are setup.
Each tab provides widgets for that topic.
Click on the item to select it. It will appear at the bottom of the Welcome menu. Repeat to add additional widgets.
To remove items from the Welcome menu, simply click on the X symbol on the top right.
Add Default Widget Set
Select this option to add the default set of topics to your Welcome menu (shown below).
The defaults widgets are: Messages, Reminders, Schedule Exceptions, Time Off Requests, Shift Exchange and Time Card Exceptions.
Widgets can be refreshed or updated while you are logged in by clicking on the Refresh icon for the widget.
To change such options as Time Representation, localization, and password, click on the Profile icon.
The menu options available will depend on the security access of your login.
This indicates user's settings preference. This user is set to Canada. Click on the flag to change your localization for language etc..
Allows you to set how the Time and Hours will be represented in the system.
Click Apply to save your changes.
Drop Down Display Configuration
Here you may select how the drop-down lists appear.
Display by changes seeing just the code (i.e., Department code 11005) or seeing the description as well. (i.e., 11005 Dietary)
Sort by options allow you to select in what order the information is displayed).
Should the need arise that you would like to change your password, you may do so using the Change Password option.
▪In the pop-up menu enter your new password.
The Password Strength level is based on the level set by the facility.
You may change how the screens within StaffScheduleCare are displayed.
You have the choice of either a light background or dark background.
Click on the circle icon to make your selection.