▪Select the Schedules menu.

▪Select the Active or Daily menu.

▪Select the Options icon.

The General tab will determine how the schedule will look, (time), how the values of the schedule (hours) will accumulate, and whether the default values are assigned.

Show Hours in Minutes
Tick to display the hours in an HHS:MM format, i.e. 7:30.

Show Time in Military
Tick to display time in a 24 hour format, military time, i.e. 19:30.

Include Shift Rotation Hours in Total
If you have employees who are part of a Shift Rotation with assigned Day Codes (not the Day Off Code) AND they also have Scheduled days this feature will include the hours from the Shift Rotation into the Scheduled Hours for their total.

Include As Worked Attendance Hours in Total
Include the hours (and dollars) from any Attendance Codes flagged As Worked into the Schedule totals.

Include Contribute to Max Hours Attendance Hours in Total

Include the hours from any Attendance Codes flagged as Contribute to Max Hours in the Timeframe into the schedule totals.

Show Grid

When ticked, the grid lines will appear between each scheduled day and each line.

Reset AC Settings

When ticked, the system will store the last Attendance Code that has been added so that it will appear the next time Add Attendance is selected.

Keep Sorting Level Index

When ticked, the Daily Schedule sorting level for call in order will be saved the next time you log in or re-enter the page.

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▪Select the Schedules menu.

▪Select the Active or Daily menu.

▪Select the Options icon from either menu.

The tabs of the Options menu contain selection items which determine the performance and visual settings of the Active Schedules and Daily Schedules.

The Schedule tab determines what you will see on screen as part of the employee Active Schedule. These options are user definable and can vary from user-to-user depending on what they need/want to see.

▪Click on the Schedule tab.

Active Schedule View

 
Tick the options you wish to see on the Active Schedule as part of the shift detail information e.g., the Department, Class, Position, Day Code and Task.

You can select the information shown on the Employee Detail section by selecting or unselecting the options: show Employee Info, Hide Schedule Info and Show Totals. This example is Show Employee Info and Show Totals unticked and Hide Schedule Info ticked.

On this menu, you can define your colour selections for schedules updated from Master and schedule modifications i.e. Shift Exchange, temporary shift replacements etc..

Under Choose colour to display you can click on the drop-down arrow to have the colour palette menu appear and select a colour.

The three different visual options you defined on the menu above i.e. Detail, Medium and Compressed views, which can be selected on the Active Schedule drop-down menu.

You can also set up your page requirements for the Employee Panel in relation to the Active Schedule.

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To setup the features available for the Daily Schedule:

▪Select the Schedules menu.

▪Select the Active or Daily menu.

▪Select the Options icon from either menu.

The Options menu will appear:

The tabs of the Options menu contain selection items which determine the performance and visual settings of the Active and Daily Schedule.

Select the Daily tab.

Keep Selected Date

Tick this option to keep the date you last selected on the Daily Schedule for the next time you enter this menu.

Use Call in Mode

Tick this option to activate the call-in menu, which will display the employee phone number(s), when calling to fill shifts. This menu allows you to track your call history e.g. left voice mail, employee declined shift etc.

The Comment field should be selected as it will display Attendance Code details as well as the reason an employee may not be available to fill a shift.

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