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Description: In this topic, the user will learn how to create and view employee schedules. The supervisor creates schedules for all account types including Administration, Training, and Drive. It is available to all supervisors who are linked to the employee via a default cost center or an active service account. Supervisors can view the employee schedule to see all scheduled shifts for the employee’s active service accounts. This , which is helpful when creating programs or client schedules.
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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
- The employee’s current week weekly schedule shows
- 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.
- The default view is a weekly view. To view an hourly view of one day, click Day or click Today to go to today’s schedule. To return to the Week view, click Week.
- Easily navigate to other weeks by using the arrows or the calendar icon
- Each shift will display start and end timetimes, total hours, and service codecodes, if applicable.
- Scheduled Shifts (published) will appear in light blue
- On Call Shifts (residential and day programs only) will appear in dark blue
- Offered Shifts will appear in yellow
- My Offered Shifts (shifts you have offered for others to pick up) will appear in light red
- Unpublished Change will appear in green
- Deleted Unpublished Change will appear in bright red
- There are several tools available to quickly make changes to the schedule
- Click the Trash icon to clear the current schedule
- Click the Copy icon to copy the schedule from the previous week
- Click the Printer icon to print the schedule
- Right-click on any schedule entry and select:
- View: To view details
- Edit:To edit the entry
- Delete:To delete the entry
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