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- Log in to personal profile
- Click Scheduling on the main menu
- Click Residential Programs on the submenu
- Search for the program by using the filters and click Search
- Click anywhere in the program row to open the Residential Program Details page
- If the number of hours to be scheduled is different than the default hours:
- Click Actions
- Select Set Required # of Hours from the drop-down menu
- Enter the number of hours to be scheduled for the week, then click Save.
- To create a new schedule, use the calendar or arrow icons to go to the desired week or click the Actions button, then click New Schedule to display the next blank week's schedule.
- To use the same schedule as the previous week click the Copy icon
- Select the week to copy from the drop-down and click Ok
- Click Yes to confirm
- To create a new schedule shift, click the Blank Cell on the day to create a shift to open the Schedule form wizard.
- Complete the Schedule form wizard
- Employee Name
- EVV Location
- Day
- Start Time
- End Time
- Note
- OnCall: Checkbox if this is an on call shift (only for residential programs)
- Critical: Checkbox if you want the shift to be marked as critical
- Reminder: Enter the numeric value (minutes, hours, days, or weeks)
- Reminder Type: Select Minutes, Hours, Days, or Weeks from the drop-down
- To use the same schedule as the previous week click the Copy icon
- Click Schedule
- Please Note: An employee cannot be double-booked. To see an employee’s full schedule, return to the Scheduling Module home page and click Employees on the submenu.
- Click Save on the confirmation alert window to confirm
- Repeat until the schedule is complete
- Copy entries by dragging and dropping them into a new cell
- Click Publish
- Review exceptions and make changes as needed
- Click Publish on the exceptions window
- The schedule will be visible to employees after it is published
- Changes can be made to the schedule by right-clicking on individual entries. Re-publish the schedule for the employee to see the changes.
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