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Description: In this topic you will learn how to use the scheduling system as a supervisor, who works with a group service program. The DCI Scheduling module is a useful tool to help supervisors:
The Group Services Schedule Builder allows the supervisor to create a schedule specifically for a chosen Group Services Program
Provides a comprehensive view of all employee shifts through Employees Schedules tab
Provides a comprehensive view of all clients schedule through Clients Schedules tab
All employees and clients with an active service account for that program will be listed on the corresponding tab
As the Employees Schedule is created, the Clients Schedule will automatically build based on employee shifts
Prevents scheduling overtime and over authorization
Prevents double-scheduling employees and clients
Allows for efficient management of shift swapping
Enables easy-to-use client requests for services
Manage employee availability templates
*Please note: The DCI Scheduling Module is used by some organizations. For questions, contact your DCI representative.
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- Log in to your personal profile
- Click Scheduling on the main menu
- Click Pending Approvals on the sub menu
- The table will list all shift swap requests for the cost centers you have the Supervisor Role
- Review the details of the shift swap in the table including:
- Client/Program
- Service
- Initial Employee - Employee offering shift
- Claimed By - Employee claiming shift
- Shift Date
- Shift Timings
- Status
- Action
- In the Action Column, click A to approve the shift swap or R to reject the shift swap
- Action cannot be taken until an offered shift has been claimed by another employee
- In the schedule, the entry will change from a yellow offered entry to a light blue published entry.
- Both employees will be notified of the review if the message template is enabled
Additional Notes:
If no one claims an offered shift, it will revert back to the original employee’s schedule.
The schedule is automatically updated and re-published when a shift swap occurs. You do not need to revise the schedule based on the shift swap.
Review Availability Templates
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- Click Reports on the main menu
- Click/hover over the Schedule Reports on the sub menu
- The following Scheduling Reports available for the supervisor:
Employee Schedule Report
Client 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 User. Message Templates are split into two categories messages and notifications. For more information on message 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 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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