How-To: Schedule Options I

The “Schedule Options 1” tab allows you to configure basic rules on how users will be able to interact with the scheduler. To access this page click on the “Company Rules” drop down menu at the top of the page. Then select “Company,” and click on the “Schedule Options I” tab. 
  • Choose to display a warning if a schedule will overlap an existing employee’s schedule. An example would be if you have shifts that overlap due to an employee transitioning to work at the same time another is getting off work, can share details of what went on during their shift. Or choose to “Don’t Allow” (See illustration 1.1).
  • Decide what days will be displayed in the workweek. The default setting is everyday, or you can choose the weekdays of Monday thru Friday. 
  • Select if the Workgroup should display as a code or description.  For example CSR could be the code and Customer Service Rep would be the description
  • Rename Workgroup allows you to change the name of the feature. For example you could change it to Department, Location, Job, or whatever terminology your familiar with using.
  • Decide how the cells will interact on the “Scheduler” screen as your clicking on them. Whether it’s a left mouse click, control left mouse select, or single select only. 
  • Scheduler Authorization Level – This is a more advanced configuration that locks down levels of approval if set up, and will require direction from your advanced scheduling provider.

  •              (Illustration 1.1 Schedule Options I)
  • Decide how the cells will interact on the “Scheduler” screen as your clicking on them. Whether it’s a left mouse click, control left mouse select, or single select only. Based on your selection, decide if it will be “Controlled At” the “Company” or “User” level. Meaning, if set to “User” the manager’s or supervisor’s will be able to choose how they would like to select multiple cells on the Scheduler screen. If set to the Company selection they would only be able to select cells on
  • Decide if one or two pieces will display on the “Large--First Row Style,” which is the first row in the shift cell on the “Scheduler” screen (See illustration 1.4). Then select whether controlled at the company level or user level.
  • Decide if one or two pieces will display on the “Large--Third Row Style,” which is the Third row in the shift cell on the “Scheduler” screen (See illustration 1.4). Then select whether controlled at the company level or user level. Note: The “Large--Second Row Style” will always be the start and stop time of the shift. 
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  • Decide if one or two pieces will display on the “Small--First Row Style.” This is best used when looking at more than one week on the “Scheduler” screen. Also, select whether controlled at the company level or user level.
  • Choose whether or not to “Schedule Lunch.”  If “Yes” is selected, then enter the “Lunch Start Default” time. This default time will automatically display in the “Scheduler” when adding a shift to an employee.
  • Choose whether or not to “Schedule Payrate.” This is utilized if using a budget bar, at the bottom of the “Scheduler” screen, to calculate the dollars based upon the hours that the employee is scheduled for. For example, an RN could have a flat rate for that position, and it would use that value verses looking at that employee record for the hourly rate. Note: The schedule bar can be configured on the “Bars” tab of a “Workgroup.”

Attachments

Schedule_Options_I.pdf Schedule_Options_I.pdf

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