The Basics

12 articles

Shifts

There are two ways to add shifts: Add a "Quick Shift". Click on a row in the Schedule view and add a shift. Select a shift type and you are done! If you need to add more details, select "More options…

Updated 1 month ago by Leigh Hutchens

Selected Time Period

You can choose which date range is displayed at the top left-hand side of your screen. Daily view - View the schedule on an hourly level per day. The current time is visualised with a red line. The h…

Updated 1 month ago by Leigh Hutchens

Statistics

If used, and selected under the Display option, you can track forecast variables and optimal staffing at the bottom of your screen. Sum. Sum of variables for the selected period. Table. Variables bro…

Updated 7 months ago by Christine

Notifications panel

In Notifications the user gets an overview of items to take action on in the schedule. It can be found on the right hand side in the toolbar by clicking the "bell icon". Notifications shows a list of…

Updated 4 days ago by Oscar Combes

Shift assignment on away unit requires approval

The “Shift assignment on away unit requires approval” unit setting determines whether or not the home unit manager(s) of an employee will need to approve any attempt to assign that employee to a shif…

Updated 4 days ago by Oscar Combes

Filtering

Filtering. Filtering allows you to specify what you want to see in the schedule by removing everything in the view except what you have filtered on. How to find the filter options: Go to the schedule…

Updated 1 month ago by Malin Lindbom

Salary type rules

Salary type rules allow you to define rules for extra salary types to be generated when an employee punches time on a specific shift. These rules can be defined on individual shifts in Schedule (but…

Updated 1 month ago by Oscar Combes

Sorting

The default sort order of the schedule, except for unassigned shifts, is the shift's start time. The shift that starts earliest is on top of the schedule. You can easily change the sort order by clic…

Updated 4 months ago by Christine

Schedule view

In the Schedule view, you can see, for example, shifts and employees. Specify what you would like to see using the date picker and filters (please see separate article about filters ). Bank holidays…

Updated 1 week ago by Leigh Hutchens

Availability

Unavailability . This functionality enable you to see if employees are available (or not available) in the schedule view. The purpose of this feature is to provide additional help in the scheduling p…

Updated 2 months ago by Malin Lindbom

Employee KPIs

Employee KPIs. Employee KPIs shows relevant data per employee and period. You reach the Employee KPIs by clicking on the ">" next to the employee in the schedule view. For selected period (period sel…

Updated 6 months ago by Malin Lindbom

Multiple salary types

The “Multiple salary types” option available when creating salary type rules contains a few different options. Below are listed the groups along with the standard salary types they include. All salar…

Updated 2 months ago by Oscar Combes