The Welcome menu was designed to keep managers up to date on company news and also allow them to access, review and/or approve Daily Time Card Exceptions and follow-up on Performance Evaluations & training classes.
After logging into the software you may be launched right onto the Welcome menu (optional default).
If not, click on the Welcome menu. The Welcome menu will appear with your login name in the centre next to the day/date.
The Welcome menu is broken down into three sections and is user definable.
1.In this example (above) the bottom displays widgets include the Time Off Requests, Time Card Exceptions and Shift Exchanges.
2.The top of the screen may include the company logo or a general welcome message to the staff.
3.The middle of the screen is the Bulletin Board and may include notices for upcoming events or company news, i.e. training schedule reminder.
You may adjust the size of the panels by moving the grey divider bar up or down.
Click and hold on the bar, then drag it up or down until you have the view you would like. This setting will be saved for the next time you log in.
Tool Bar Options Menu
The Welcome menu provides different functions by means of icons found under the Employee header on the left side panel.
Question Mark (Help Manual)
When you click on the Question Mark you will be redirected to the StaffScheduleCare Online Manual. Depending on where you are in the software, the manual will be opened to that section.
In the example below we are on the Welcome menu, clicked Help, the manual is opened to the Welcome menu.
Light bulb (Reminders)
For detail instructions on how to create and manage Reminders please see Messages Bulletin Reminders.
The Notes section of the Welcome menu allows managers to create notes within the Welcome page, for their view only. This could be used to keep reminders regarding an employee or notes to the manager themselves on the how to run a specific process in the system etc.
You can select how far back you wish to view theses by selecting the number of days from the Days drop-down list.
When you click on the message you wish to review it will appear on the right-side pane.
All managers will be able to see the notes. The User can add and delete any notes, even if they are not the creator of the note.
To view other managers notes for an employee, ticked on the Show All Notes options. Untick this option to only see your own notes.
Use the Employee Panel to change employees by clicking in the employee name window and selecting a new employee.
Bell (Report Processing)
When reports are being generated or a process is running the Bell icon will rock side to side with a red circle to indicate one of these actions are in motion.
Power (Log out)
Click this icon to exit the system.
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.
To set the time representation for the entire facility, tick on the Use Company Settings option in the Company Profile.
This will disable the Time Representation option and display the setting determined in the Company Profile.
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).
To set the drop down display format for the entire facility, tick on the Use Company Settings option in the Company Profile.
This will disable the Drop Down Display Configuration option and display the setting determined in the Company Profile.
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.
The functions of the Welcome menu can be defined by using the Dashboard options.
Managers may add Widgets to their Welcome menu to provide a dashboard look at activity that requires action on their behave.
Select Add Widget and the full list of options will appear (General option shown below). You can also select widgets by selecting the Statistics, Q&A and HCM tabs.
Click on the item to select it. It will appear in the bottom section of your Welcome menu. In our example the Shift Exchange widget was selected.
To remove a /widget from the Welcome menu, click on the X symbol at the top right corner of the widget.
Add Default Widget Sets
Select this option to add the default set of topics to your Welcome menu (shown below).
The grey horizontal bar can be dragged up or down to size the bottom section.
Time Off & Shift Exchange Requests Widgets
The number beside the Unread Requests or Unprocessed or Pending request links indicates how many Time Off or Shift Exchange Requests you have not addressed.
When there are more Unread Requests indicates that the detail (topic) of the other two requests have been read, but the request has not yet been approved, which means that as you read your messages the number of Unread Requests will decrease.
To read your messages click on the number beside Unread Requests. Doing so will take you to the Requests page.
Unprocessed or Pending Requests
When there are numbers beside Unprocessed or Pending that indicates you have requests you have not reviewed and/or approved. Clicking on the number beside the Unprocessed or Pending will take you to the View Time Off or View Shift Exchange Request screens where you can review and address all unprocessed requests
Clicking on the number beside Unprocessed or Pending, depending on which one you choose, will bring up one of the menus for review & approval.
Collection Period (days)
The number of days forward for Collection Period can be increased or decreased by entering a new number in the window and clicking on the green Check Mark to save the entry.
The Collection Period date range will be from current date and forward by the number indicated.
The Time Card Exception widget provides a link that you, as a manager, must address. In this example there are 84 exceptions for the number of days being tracked.
The number of days being included can be set by clicking on the drop-down arrow and selecting the number of days back from current day. Current day is never included in the exception count.
If you hover over the numbers 82 or 84 you will see the date range as defined from the drop-down.
▪Today is January 5, 2021, if I were to hover over the number 84, I would see that my exceptions encompass the previous three days of 3 days starting from January 2.
▪If you edit a Time Card, but it does not cause the exception to go away the exception remains part of the count.
▪If Time Card editing includes both the Reviewed (Supervisor) & Approved (Manager) methods, the count will reduce as the Supervisor edits, but will remain at the original number for the Manager to know how many items he/she must approve.
▪A Kickback is a method of multi-level approval. For example, an employee might Submit his time and/or a supervisor Reviews the time, but if the manager who Approves the records does not like what they see they can untick the Submit and/or Review buttons and the Time Card edit kicks back to whoever submitted it. If this occurs, you will see a link under the Kickback option and you would follow that link as you would the Unprocessed or All links to the Time Card to review the kickback.
All – Regardless of your Processed and Approved exceptions, the All feature will show an accumulative total of all exceptions and kickbacks (if used) for the period being tracked, i.e. 3, 5, 10 or 15 days.
To view and work on the exceptions in our image above we would click on the number 82 and the system will take us to the Time Card screen, where depending on the layout of our Time Card, determines how we view the employees with exceptions.
If you have your Time Card layout showing all three sections, Hours, Attendance, and Punches you will also get a pop-up window as shown below.
Click on an Employee and the Exception screen (background) will display that employee and line with the Exception. Click the X to close the Exception List.
The Availability widget displays the Unprocessed or Pending and Unread Requests you have waiting.
You can select the numbers of days the collection period is by clicking either the up or down arrows. Click on the green Check Mark to save.
Hover and click on the 29 beside Unread Requests take you to the Availability processing screen.
Both options (Unread & Unprocessed or Pending) are managed using this screen.
Other Widget Options
Under the General option, you can select the Import widget. This option is helpful if you import specific employee information on a regular basis or as a nightly feed. It will give you a record of the employee import log as well as a log of any rejected import records e.g. employee had an invalid Employee Type, etc.
This feature needs to be configured by contacting the StaffScheduleCare Client Care Team.
Under the Statistics option, you can select the Statistics widget which will inform you of:
1.The number of supervisors (managers) who are logged in.
2.The number of employees who are logged in.
3.The number of mobile device users who are logged in.