Setup
Mandatory Settings
Purpose To explain the Mandatory Settings within the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Mandatory Settings. 4. Here you can choose the default work type of the individual who ...
Call Shift Hours Settings
Purpose To explain the Call Shift Hours Settings within the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Hours Settings. 4. Here we can determine: When will Call Shifts Hours be ...
Setting Up Trade Disclaimers
Purpose To explain how to set up Trade Disclaimers. The trade disclaimers allow users to acknowledge and accept the terms of a trade. Trade disclaimers are completely adjustable, giving you the ability to tailor them to your department. Video ...
Setting Up Compound Rotations
Purpose To explain how to set up compound rotations. Compound rotations allow for individuals to be placed on multiple assignments on a rotation. Video Directions 1. Click on Scheduling > Setup. 2. Click on Rotations. 3. Click on Compound Rotations. ...
Managing Rotation Rules
Purpose To explain how to manage rotation rules. Managing these rules allow you to show only those that apply to your department, while hiding all others. Video Directions 1. Click on Scheduling > Setup. 2. Click on Rotations. 3. Click on Rules. 4. ...
Report Settings
Purpose To explain the settings related to Payroll Reports that are located within the Scheduling Module. Video Directions 1. Click on Scheduling> Setup. 2. FLSA Cycles allow you to: Set the cycle length and start date. Determine if you want to make ...
Notification Options
Purpose: To explain how to enable or disable notifications from the Scheduling Module. Video Directions 1. Click on Scheduling >Setup. 2. Here, you can determine if you want to receive notifications. These notifications can be sent for: Shift ...
Setting up Time Cards
Purpose To explain the time card settings located in the Scheduling Module. Time Cards allow users the ability to verify working time, work types, as well as vacation or other time off types are appropriate for the period. Related Articles Submitting ...
Off Roster Settings
Purpose To explain the Off Roster Settings in the Scheduling Module. Video Directions 1. Click on Scheduling> Setup. 2. Click on Off Roster Settings. 3. The input method allows you to determine how time will be tracked. You can: Set start / end time. ...
Time Off and Trade Escalation Rules
Purpose To explain Escalation Rules in the Time Off and Trade Settings. Video Directions 1. Click on Scheduling>Setup. 2. Click on Time Off Settings. 3. Turn on Request Routing Escalation and click the plus sign to add a new escalation rule. 4. ...
Filtering Events on the ShiftBoard
Purpose To explain how to filter events on the shift board. Note: You must have the Events Module to view Events on the Shiftboard. Video Directions 1. Click on Scheduling > Setup. 2. To add a event type that you want to see on the Shift Board, click ...
Call Shift Notification Options
Purpose To explain the Call Shift Notification Options within the setup menu. These notifications allow you to receive updates on Call Shifts. These updates can include: When a Call Shift is filled or not filled When a Call Shift is Ready for ...
Setting up Compensatory Time
Purpose To explain how to set up compensatory time. This article walks through how to Accrue time off based off the Work Type an individual is on. Video Directions 1. Click on Scheduling > Setup. 2. Click on Time Off Types. 3. Click on Add Time Off ...
Deducted Hours Time Off Settings
Purpose To explain how to set up the Deducted Hours time off settings. NOTE: This will affect how the hours will pull from an individuals Time Off Bank when they submit a time off request. Video Directions 1. Click on Scheduling > Setup. 2. Click on ...
Time Off Rules
Purpose To explain Time Off Rules in the Scheduling Module. These rules allow you to set the maximum amount of individuals off per day. This can be as a Master Rule, or by Qualifier or Time Off type, or both. Video Directions 1. Click on Scheduling > ...
Trade Settings
Purpose To explain the Trade Settings located in the Scheduling Module. Video Directions 1. Click on Scheduling> Setup. 2. Click on Time Off Settings. 3. Click on Trade Settings. 4. Determine how the request will be routed: Let the user select who ...
Time Off Settings
Purpose To explain the Time Off Request Routing and Time Off Deduct Hours settings. Video Directions 1. Click on Scheduling> Setup. 2. Click on Time Off Settings. 3. Here you can determine the Request Routing for Time Off Requests. Let the user ...
Call Shift Settings Overview
Purpose To give a overview on Call Shift settings. Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. Here you can: Toggle on or off the candidate method. Toggle on the ability to manually charge ...
Setting up Boards
Purpose To explain how to set up boards in the Scheduling module. Boards are similar to saved views. They allow you to quickly view a select set of assignments. Video Directions 1. Click on Scheduling > Setup. 2. Click on Boards. 3. Click on Add ...
Managing FLSA Rules
Purpose To explain the FLSA Rules in the Personnel Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on FLSA Rules. 3. Click on Add Rule. 4. Fill in the following: Name If an employee works over: a user defined amount of hours in the ...
Setting up Accrual Profiles
Purpose To explain the process for setting up Accruals in the Personnel Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on Accruals. 3. Click on the plus sign to add a new accrual profile. 4. Type in a profile name and click save. ...
External Sharing
Purpose To explain how to set up external sharing of the Shift Board. Video Directions 1. Click on Scheduling > Setup. 2. Click on External Sharing. 3. Click on Generate Shared Link. 4. Copy the shared link and distribute it to whomever you need to. ...
Setting up Time Off Types
Purpose To explain how to create Time Off Types in the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on Time Off Types. 3. Click on Add Time Off Type. 4. Type in a time off type name and Shortcode (short name). ...
Setting up Work Types
Purpose To explain how to create and edit Work Types in the Scheduling Module. Video Directions 1. Click on Scheduling>Setup. 2. Click on Work Types. 3. Click on Add Work Type. 4. Type in the Work Type name and a shortcode. 5. Is Shift Type: If ...
Setting up Project Codes
Purpose To explain how to create Project Codes in the Scheduling Module. Project Codes allows departments to track personnel assigned to special functions, special events, special projects, etc. Hours worked can be assigned a Project Code. Video ...
Setting up Rotations
Purpose To explain how to create Rotations in the Scheduling Module. Rotations set the repeating pattern of days on and days off for schedules/Assignments. Rotations are displayed on the Shift Board and My Shifts calendar. Video Directions 1. Click ...
Setting up Groups
Purpose To explain how to create Groups in the Scheduling Module. Personnel with a specific skill set or certification can be added to a Group. (e.g., paramedics, technical rescue team, field training officers) A Group can be applied to an ...
Adding New Assignment
Purpose To explain how to add a new assignment on the Shift Board. Assignments are the basis of the Shift Board- they are where individuals are assigned. The assignments also allow you to set specific Qualifiers needed, as well as shared groups. ...
Automatic Shift Reminder Settings
Purpose To explain the Shift Reminders settings in the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. Shift Reminders allow for automated messages to be sent to a individual. These can be set to be delivered to individuals on ...
Availability Settings
Purpose To explain the Availability Settings in the Scheduling Module. These settings affect how individuals mark themselves Available or Unavailable on the My Shifts Calendar, as well as if they can set Auto-Accept Periods. Video Directions 1. Click ...
Shift Board Settings
Purpose To explain the Shift Board settings in the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. The first thing you will see is the ability to adjust the Display Settings. You can determine what view you want to see on the ...
General Settings
Purpose To explain the General Settings within the Scheduling Modules setup section. Video Directions 1. Click on Scheduling > Setup. 2. In the upper left hand corner you will see the General Settings. 3. System Settings- Start of Day Start of Day ...
Creating a New Call Shift Rule
Purpose To explain how to create a Call Shift Rule. Call Shift Rules determine how users will rotate on their Rankings Lists, as well as allow you to pre-build tiers for specific Call Shifts. Video Directions 1. Click on Scheduling > Setup. 2. Click ...
Removing Personnel from System (Scheduling Module)
Purpose To explain the process for correctly removing personnel from Shift Boards and the Scheduling Module. Follow these steps when personnel separate from your organization (e.g. retirement, resignation, termination). This process will ensure ...
Understanding Candidate Method
Purpose To understand the Candidate Method feature in the Scheduling Module. Directions 1. Navigate to Scheduling > Setup. 2. Next, click Call Shift Rules, then Settings. 3. You'll notice the slider "Candidate Method". Sliding it to the enabled ...
Setting up Qualifiers
Purpose To explain how to set up Qualifiers in the Scheduling Module. Qualifiers allow you to "qualify" what employees can do. This comes into play on the Shift Board, as well as on the Call Shifts page. Video Directions 1. Click on Scheduling > ...