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Description: The 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 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 is helpful when creating Program or Client Schedules to prevent double-scheduling an employee.

Role Required: Supervisor, Superuser

Permission Required: N/A

Create New Employee Schedule

  1. Log in to your personal profile
  2. Click Scheduling on the main menu
  3. Click Employees on the sub menu
  4. Search for the employee by using the filters and click the Search button
  5. Select the employee by clicking anywhere in the row of the search table to open the Employee Details page
  6. To create a new schedule, use the calendar or arrow icons to go to the desired week
    1. To use the same schedule as the previous week, click the Copy icon
      1. Select the week you want to copy from the drop and click Ok
      2. Click Yes on the confirmation alert window
    2. To create a new schedule shift, click the Blank Cell on the day you wish to create a shift for to open the Schedule form wizard
      1. Complete the Schedule form wizard
      2. Employee Name: Prefilled with the Employee Name of the schedule you are viewing
      3. Service Code: Prefilled base on the service code row the blank cell was selected
      4. EVV Location
      5. Day
      6. Start time
      7. End time
      8. Cost Center: Prefilled with the employee's cost center
      9. Reminder: Enter the numeric value (minutes, hours, days or weeks)
      10. Reminder Type: Select Minutes, Hours, Days or Weeks from the drop down
  7. 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
  8. Click Save on the confirmation alert window
  9. Repeat until 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)
  10. Click Publish
  11. Review exceptions and make changes as needed
  12. 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

View Employee Schedule

  1. Log in to your personal profile
  2. Click Scheduling on the main menu
  3. Click Employees on the sub menu
  4. Search for the employee by using the filters and click the Search button
  5. Select the employee by clicking anywhere in the row of the search table to open the Employee Details page
  6. The employee’s current week’s schedule will be shown.
    1. The dates are listed across the top of the schedule.
    2. Each active service account is listed in the far left column. Use the scroll bar to see all accounts if necessary
  7. 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.
  8. You can easily navigate to other weeks by using the arrows or the calendar icon.
  9. Each shift will display start and end time, total hours, and service code, if applicable
    1. Scheduled Shifts (published) will appear in light blue
    2. On Call Shifts (residential and day programs only) will appear in dark blue
    3. Offered Shifts will appear in yellow
    4. My Offered Shifts (shifts you have offered for others pick up) will appear in light red
    5. Unpublished Change will appear in green
      1. Deleted Unpublished Change will appear is bright red
  10. There are several tools available to quickly make changes to your schedule. 
    1. Click the Trash icon to clear the current schedule.
    2. Click the Copy icon to copy the schedule from the previous week.
    3. Click the Printer icon to print the schedule.
  11. Right-click on any schedule entry and select:
    1. View: to view details
    2. Edit: to edit the entry
    3. Delete: to delete the entry

Click the video below to launch the video player in a new tab.

 


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