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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Clients on the submenu
4. Search for the client by typing the name in the search filter
5. Click Search 
6. Click anywhere on the client row to open the Client Details page and view the schedule
   1. The default view is a weekly view. To view an hourly view of one day, click the Day button or click the Today button to navigate to today’s schedule. To return to the week view, click the Week button.
      1. Navigate to other weeks by using the arrows or the calendar icon
   2. Service Codes for the client are listed in the column on the left side
      1. There are several numbers listed on each service code. Hover over each to learn more. 
         1. The first number is consumed weekly hours, which is the total of all pending and approved punches for the service code for the week. 
         2. The second number is scheduled weekly hours, which is the total hours of the saved shifts for the week. 
         3. The third and fourth numbers are the daily maximum and maximum available weekly hours, which are both set on the authorization. A warning will populate if a user attempts to schedule over the maximum available daily or weekly hours.
      2. Hover over the “i” icon to see more authorization details, including the authorization end date and the remaining balance. Schedule entries will be prohibited beyond the end date or that exceed the remaining balance. 
7. There are several tools available to quickly make changes to the schedule 
   1. Click the Trash icon to clear the current schedule
   2. Click the Copy icon to copy the schedule from a previous week
   3. Click the Printer icon to print the schedule
8. Right-click on any schedule entry and select:
   1. View
   2. Edit
   3. Delete

Employee Schedules

The Employee Schedule employee schedule allows the supervisor to create schedules for miscellaneous 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 employee schedule to see all scheduled shifts for the employee’s active service accounts. This is helpful when creating Program or Client Schedules to prevent double-scheduling an employee.

Create New Employee Schedule

1. Log in to your 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 and view the schedule

7. To create a new schedule, use the calendar or arrow icons to

go

8. navigate to the desired week, OR click the Actions button and select New Schedule from the drop-down menu to display the next blank week's schedule.

9. To use the same schedule as the a previous week, click the Copy icon.
   1. Select the week you want to copy from the drop-down and click Ok
   2. Click Yes on the confirmation alert window
10. To create a new schedule shift, click the Blank Cell on the selected day you wish to create a shift to open the Schedule form wizard.
11. Complete the Schedule form wizard
    1. Employee Name : Prefilled with the Employee Name of the schedule you are viewing- The field will prefill based on the employee selected
    2. Service Code : - Prefilled based on the service code row the blank cell was selected
    3. EVV Location - Select from the drop-down
    4. Day - Field will prefill based on the date selected
    5. Start Time - Enter the start time for the shift
    6. End Time - Enter the end time for the shift
    7. Cost Center : Prefilled with the employee's cost center- The field will prefill    
    8. Reminder - Reminder: Enter the numeric value (minutes, hours, days, or weeks) in the first field
    9. Reminder Type : Select - Select Minutes, Hours, Days, or Weeks from the drop-down in the second field
12. Click Schedule
    1. Shifts cannot be saved if the employee is already scheduled for a shift
    2. Shifts cannot be scheduled if the authorization has expired
13. Click Save on the confirmation alert window
14. Repeat until the schedule is complete for all services.
    1. Copy entries by dragging and dropping to a new cell and update the schedule form wizard as necessary
    2. Schedule non-client shifts (i.e., PTO, sick, administration)
15. Click Publish
16. Review exceptions and make changes as needed
17. Click Publish on the review exceptions window
    1. The schedule will be visible to the employee once it is published.
    2. Changes can be made to the schedule by right-clicking on individual entries
       1. Publish the schedule for the employee to see the changes by clicking Publish and Save on the confirmation alert window

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