Getting Started Guide – Scheduling   – 

 Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices.             

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Helpful articles for set up and configuration 

  Settings 

1. System and Clock Settings
   
2. Maximum Consecutive Hours 
   
3. FLSA Cycles 
   
4. Shift Reminders 
   
5. Shift Board Options
   
6. Filtering Events on the ShiftBoard
   
7. Off Roster Settings
   
8. Sign Up Settings 
   
9. Availability Settings          

  Time Off Settings 

1. Time Off Settings
   
2. Trade Settings
   
3. Time Off and Trade Escalation Rules
   
4. Time Off Rules
   
5. Time Off Deduction Rules 

      Call Shift Rules  

1. Call Shift Rules Overview 
   
2. Creating a new Call Shift Rule 
   
3. Call Shift Notification Settings
   
4. Understanding Candidate Method
   

      All Other Setup Items  

1. Adding New Assignment
   
2. Setting up Boards
   
3. Setting up Qualifiers
   
4. Setting up Groups
   
5. Setting up Rotations
   
6. Setting up Project Codes
   
7. Setting up Work Types
   
8. Setting up Time Off Types
   
9. Setting up External Sharing
   
10. Setting up Accrual Profiles
    
11. Managing FLSA Rules 
    

     Adding/Updating Personnel Records  

1. Adding New Personnel Record
   
2. Updating Accrual Profiles
   
3. Updating Pay Rates 
   

Training Articles

Quick Start Guide Personnel Module

     Dashboard  

1. About the Personnel Dashboard 
   

     My Shifts 

1. Selecting your Availability
   
2. Requesting Time Off from My Shifts
   
3. Viewing Other Individuals Calendar in My Shifts
   
4. Submitting Shift Trades from My Shifts 

    Shift Board   

1.   Shift Board Overview: Single Day
   
2. Shift Board Overview: Three Day View
   
3. Shift Board Overview: 7 Day View
   
4. Shift Board Overview: 30 Day View
   
5. Printing the Shift Board
   
6. Roster Count​
   
7. Adding Individuals to Off Roster
   
8. Adding Individuals to Unassigned Person
   
9. Placing Individuals on a Single Day
   
10. Placing Individuals On Rotation
    
11. Setting up Recurring Kelly Days
    
12. Setting up and Deploying Snap Assignments
    
13. Placing individuals on Leave from the Shift Board
    
14. Managing Time Off and Trades from the Shift Board
    
15. Initiating Call Shifts from the Shift Board
    
16. Signing Up for Vacancies on the Shift Board
    
17. Handling Sign Up Requests on the Shift Board
    
18. Validating Assignments
    
19. Adding Notes to the Shift Board 
    

 

     Call Shifts  

1. Initiating Call Shifts
   
2. Responding to Call Shifts 
   
3. Tiered Call Shift
   
4. Manually Charging a Call Shift
   
5. Manually Awarding Call Shifts
   

    Messaging   

1. Messaging
   
2. Responding to Messages 

    Shift Trades  

1. Requesting a Shift Trade
   
2. Managing Shift Trades 

    Time Off   

1. Requesting Time Off
   
2. Managing Time Off Requests 
   

  Helpful Articles  

1. Updating Emergency Contacts 
2. Sending Shift Reminders
3. Updating Trades Register
   
4. Removing Personnel from the System  
   
5. Changing a Users Rotation
   

Tips and Best Practices

When setting up rotations, you can place individuals on that rotation. 

- This is not the preferred method as the individual will be in an unassigned position and will have to be moved to a assignment each day the rotation occurs. 

- Instead, assign individuals on the shift board under the assignment that they will be riding. 

The Dashboard is not frequently visited by most employees. Do not put mission critical announcements only on the dashboard. Follow them up with an email or a message.

  When setting up accrual profiles in a person’s record, take the time to put all profiles in for the life of their career.  

-  This keeps you from having to remember to do it in three, five, or ten years.