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- Log in to personal profile
- Click Scheduling on the main menu
- Click Employees on the submenu
- Search for the employee by using the filters and click Search
- Click anywhere in the employee row to open the Employee Details page
- To create a new schedule, use the calendar or arrow icons to navigate to the desired week.
- To use the same schedule as the previous week , click the Copy icon.
- Select the weekto 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: Prefilled with the employee name
- Service Code: Prefilled based on the service code of the selected cell
- EVV Location
- Day
- Start time
- End time
- Cost Center: Prefilled with the employee's cost center
- 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
- Shifts cannot be saved if the employee is already scheduled for a shift
- Shifts cannot be scheduled if the authorization has expired
- Click Save on the confirmation alert window to confirm
- Repeat until the schedule is complete for all services
- Copy entries by dragging and dropping them into a new cell. Update the schedule form wizard as needed.
- Schedule non-client shifts (e.g., PTO, sick, administration)
- Click Publish
- Review exceptions and make changes as needed
- Click Publish on the review exceptions window
- The schedule will be visible to the employee after it is published
- Changes can be made to the schedule by right-clicking on individual entries
- Publish the schedule for the employee to see the changes by clicking Publish and Save
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