Scheduling

How do I show EMPLOYEE NOTES on the schedule and time card review page?

If you need to show the employee public notes on the schedule and time card review page Go to MANAGE MY BUSINESS Go to MANAGE SCHEDULE AND TIME CARD SETTINGS Enable these 2 options: What will show on the schedule: What will show on the time cards:

How do we set the benefit % on the scheduling screen

When creating a budget, you can add an employee benefit % to reflect additional costs like benefits, vacation, bonuses, etc. To set the percent, Go to MANAGE MY BUSINESS Go to MANAGE MY PAYROLL, SHIFTS AND LABOR RULES Click the LABOR/BENEFITS tab Set the percent and click SAVE NOTE – if you want to override […]

Schedule Periods

When creating a schedule, if you’re looking for a fast way to see hour totals during the day by specific periods, create schedule periods. In your schedule, they will show at the bottom and sum the hours for JUST those periods. Here we can see 3 in yellow we’ve created.   To set these up, […]

How do I review coverage in my schedule?

The default view is to see the schedule based on employees, ex. However, if you want to see the same information by SHIFTS, go to settings and change to SHIFTS Which will change the view to this

How do I delete a note on a previous day?

To delete a note on a previous day, Go to the day you want to delete Click the NOTE icon beside the date In the popup, remove the text, click SAVE Now no comment

How do I see the budget per day?

You can see the budget values per day following these steps: Go to the schedule, click the department you want to see Click the Sales/Labor Budget button Click the department name (in this example, ‘Customer Service’)

How to use OPEN SHIFTS

Make sure you enable OPEN SHIFTS in your settings: You may also want to setup the default ROLE for each department so when you create an OPEN SHIFT you don’t have to pick it each time. Do that by editing a department and setting it here: On the scheduling screen, click the + symbol on […]

Display your employee role on the schedule screen

If you need to show the employee role on the schedule screen, enable it by going here and turning it on:   On the scheduling screen, it will show the ROLE under the times:  

Schedule History/Audit Trail

Any time a change is made to a schedule, ex schedule added scheduled deleted scheduled changed published unpublished an audit trail log is recorded. To see this history, click the   icon on the schedule page. You will see a history of all past actions: