Setup
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. ...
Shift Board Settings
Purpose To explain the Shift Board Settings in the Scheduling Module setup section. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling ...
Filtering Events on the ShiftBoard
Purpose To explain how to filter events on the shift board. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Note: You must have ...
Call Shift Notification Settings
Purpose To explain the call shift notification settings within the setup menu. IMPORTANT: Only Email notifications are currently working. SMS Notifications will be released soon. IMPORTANT: Personnel and Scheduling modules have split. This article ...
Setting up Compensatory Time
Purpose To explain how to set up compensatory time. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video Directions 1. Click on ...
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. IMPORTANT: Personnel and Scheduling modules have split. This ...
Time Off Rules
Purpose To explain Time Off Rules in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video Directions 1. ...
Trade Settings
Purpose To explain the Trade Settings located in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...
Time Off Settings
Purpose To explain the Time Off Request Routing and Time Off Deduct Hours settings. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling ...
Sign-Up Settings
Purpose To explain the Sign Up settings in the personnel module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video Directions ...
Call Shift Settings Overview
Purpose To give a overview on Call Shift settings. Video Directions 1. Click on 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 call shifts. ...
Setting up Boards
Purpose To explain how to set up boards in the Scheduling module. NOTE: Boards are similar to saved views. They allow you to quickly view a select set of assignments. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell ...
Managing FLSA Rules
Purpose To explain the FLSA Rules in the Personnel Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video Directions 1. ...
Setting up Accrual Profiles
Purpose To explain the process for setting up Accruals in the Personnel Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. ...
External Sharing
Purpose To explain how to set up external sharing of the Shift Board. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...
Setting up Time Off Types
Purpose To explain how to create Time Off Types in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...
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. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. ...
Setting up Rotations
Purpose To explain how to create Rotations in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Background ...
Setting up Groups
Purpose To explain how to create Groups in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Background ...
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. ...
Shift Reminders
Purpose To explain the Shift Reminders settings in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...
FLSA Cycles
Purpose To explain the FLSA Cycle settings in the Personnel Module. Definition: The Fair Labor Standards Act requires overtime pay for Firefighters in a different manner than normal civilian jobs due to the unique schedule. Commonly, Firefighters ...
Off Roster Settings
Purpose To explain the Off Roster settings of the Scheduling module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...
Availability Settings
Purpose To explain the Availability Settings in the Scheduling Module IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...
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 ...
Setup-System and Clock Settings
Purpose To explain the System and Clock Settings located within the Scheduling Modules setup section. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access ...
Maximum Consecutive Hours
Purpose To explain the purpose of Maximum Consecutive Hours. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. NOTE: When turned ...
Creating a New Call Shift Rule
Purpose To explain how to create a Call Shift Rule. Video Directions 1. Click on Scheduling> Setup. 2. Click on Call Shift Rules. 3. Click on Add Rule. 4. Here you have the ability to: Determine if this is the Default Rule. Determine if you want to ...
Removing Personnel from System (Scheduling Module)
Purpose To explain the process for correctly removing personnel from Shift Boards and the Personnel 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. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. ...
Setting up Qualifiers
Purpose To explain how to set up Qualifiers in the Scheduling Module. GOOD TO KNOW: Qualifiers are used to define personnel for call shifts and for filling assignments. IMPORTANT: Personnel and Scheduling modules have split. This article and video ...