Page History

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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Employees on the submenu
4. Search for the employee by using the filters and click the Search buttontyping the name in the search filter
5. Click Search 
6. Click anywhere on the employee row Select the employee by clicking anywhere in the row of the search table to open the Employee Details page The employee’s current week’s schedule will be shown.
7. The dates are listed at the top of the schedule.
Each active service account is listed in the far left column. Use the scroll bar to see all accounts if necessaryand view the schedule

8. The default view is a weekly view. To view an hourly view of one day, click

“Day”

9. the Day button or click

“Today”

10. the Today button to

go

11. navigate to today’s schedule. To return to the

Week

12. week view, click the Week button.

You can easily navigate

13. Navigate to other weeks by using the arrows or the calendar icon

.
15. Each active service account is listed in the profiles/accounts column
16. Each shift will display start and end time, total hours, and service code, if applicable.
    1. Scheduled Shifts (published) will appear in light blue
    2. On Call Shifts (residential and day programs only) will appear in dark blue
    3. Offered Shifts will appear in yellowMy Offered Shifts (shifts you have offered for others to pick up) will appear in light red
    4. Unpublished Change will appear in green
    5. Deleted Unpublished Change will appear in bright red
17. There are several tools available to quickly make changes to your schedule. 
    1. Click the Trash icon to clear the current schedule.
    2. Click the Copy icon to copy the schedule from the previous week.
    3. Click the Printer icon to print the schedule.
18. Right-click on any schedule entry and select:
    1. View: to view details
    2. Edit: to edit the entry
    3. Delete: to deletethe entry

Additional Scheduling Functions

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1. Right-click on the entry
2. Click Edit
3. Update/make changes to the form wizard
4. Select Click Update
5. Click Save on the confirmation alert window
6. Select Publish changes to republish changes
7. Click Save on the confirmation alert window

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1. Right-click on the entry
2. Click Delete
3. Click Yes Ok on the confirmation alert window
4. Select Publish changes to republish changes
5. Click Save on the confirmation alert window

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View, Approve, and Reject Shift Swap Requests

1. Log in to

...

1. personal profile

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1. Click Scheduling

...

1.  on the main menu

...

1. Click Pending

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1. Approvals on the submenu

2. The table will list all shift swap requests for the cost centers

...

1. in which the user has the supervisor role

2. Review the details of the shift swap in the table including:

1. Client/Program Name

2. Service Code

3. Initial Employee - Employee offering the shift

4. Claimed By - Employee claiming the shift

5. Shift Date

6. Shift Timings - Start and end time of the shift

7. Status - i.e., Claimed

8. Action - Click the A to approve, or the red R to reject the shift swap request.

3. In the Action Column,

...

1. click A

...

1.  to approve the shift swap

...

1. or R to reject the shift swap

   1. Both employees will be notified of the review if the message template is enabled

1. Action cannot be taken until an offered shift has been claimed by another employee

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1. The entry will change from a yellow offered entry to a light blue published entry

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Additional Notes:

• If no one claims an offered shift, it will revert to the original employee’s schedule.

• The schedule is automatically updated and re-published when a shift swap occurs.

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• Supervisors do not need to revise the schedule based on the shift swap.

Client Requests

Clients can request services through the scheduling module. The request can be made for a specific date and time, and an employee can be requested. Supervisors of the client’s cost center will receive a notification when a new request is submittedon a particular day. 

View, Approve, or Reject Client Requests

1. Log in to your personal profile
2. Click Scheduling on the main menu
3. Click Client Requests on the submenu
4. The table will list all client requests for the cost centers you have the Supervisor Rolein which the user has the supervisor role
5. Review the details of the request in the table including:
   1. Client/Program
   2. Service Code
   3. Employee Name - requested Requested employee
   4. Shift date
   5. Shift Timings - Requested start and end time of the service
   6. Status
   7. Action
6. In the Action Column:
   1. Click A to approve the request. The entry will move from pending status to published.
   2. Click E to edit the shift time or the employee
   3. Click R to reject the request
7. The client/guardian will be notified when your the review is complete if the message template is enabled

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Employees can create availability templates in DCI so that supervisors know when they are available to work. Availability templates must be approved by a supervisor before they are taken into consideration and whenever a change is made to them. You when created and when edited. If the availability template is approved, supervisors are unable to schedule an employee outside of their approved availability templates. 

*Please note: An alternate option is to view the employee's availability template but not approve it. The result is that the supervisor will not be restricted when scheduling the employee.

Review an Employee’s Availability Template

1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Availability Templates on the submenu

4. Use the filters to

find

5. locate the desired employee’s availability

templates

6. template(s), or simply scroll through the table.

7. Click anywhere in the results row to open

the

8. the Availability Template Details

Page.

9.  page

10. After reviewing the template, go back to the Availability Templates

Page

11. page.

1. Click

the

1. the A

to

1.  to approve the template

2. Click the red R

to

1.  to reject the template

2. OR view the employee's availability template

You can return

1. but do not take action. The result is that the supervisor will not be restricted when scheduling the employee.

12. Return to the Availability Templates page at any time to view an employee’s availability

Reports

There will be are several Scheduling Reports available for the supervisor.

1. Click Reports on the main menu
2. Click/hover Hover over the Schedule Reports on the submenu
3. The following Scheduling Reports are available for the supervisorSelect one of the following scheduling reports from the flyout menu:

• Employee Schedule Report
• Client Schedule Report
• Day Program Schedule Report
• Residential Program Schedule Report
• Group Service Schedule Report
• Missed Shift Report

Message Templates

Message Templates are automated messages and notifications that are sent to DCI users based on specific events or triggers in DCI. Message Templates can only be edited by a Super Usersuper user. Message Templates are split into two categories - messages and notifications. For more information on messagesmessage templates, and templates view additional resources in the help center. The following message templates are available for the Scheduling Module:

• Schedule Published

• Shift Claimed Employee

• Scheduling Notify Failure to Punch

• Schedule Entry Rejected

• Availability Template reached the initial reminder deadline

• Availability Template reached reminder deadline frequency

• Unscheduled Punch

• Scheduling Notify Upcoming Shift Reminder

• Change in Published Schedule

• Offered Shift

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