In order to add / edit employees in the system, we'll use the Add / Edit Employee selection from the left hand module menu. This is where you will input all of the users of the system, and assign ranks / titles / groups and permission levels. To begin, start by clicking on Employees in the menu bar.
Next we'll click on add /edit Employees. From here, you'll be presented with a table view of all of the employees that have already been entered into the system.
In order to add a new employee, click the button + Add User. If you only want to edit the details of an employee already entered into the system, you would simply click the Edit button next to their name, designated by a blue pencil. You can also *Delete an employee from the system as well by clicking the red trash can.
After clicking + Add User, we'll see the Add Employee Form. This is where you enter all pertinent information for this employee; including Name, Lists, Group assignments, Specialty Classifications, and preferred Contact methods / numbers.
The Add Employee Form has different tabs such as Employee Details and Contact Info in which employee information is placed into the system. You will want to fill out as much of this as possible, however the individual employee will be able to edit their profile on their own later on.
When you are finished entering the information for the Employee, you'll click the Save button.
you DELETE an employee, all historical data will be lost. Deleted data can not be recovered. Before you DELETE be sure that you no longer will need access to any historical data regarding that employee!
Note: You can only import up to the maximum amount of Active licensed users you have purchased.
Adding Employees Into System
Adding an employee to the scheduling System is fairly straightforward. To add an employee, click Employees in the left hand module menu, and then add / edit Employees. From there, we will click + Add User in the upper right hand corner of your ...
Importing Employees From a Spreadsheet
To speed up the process of adding employees into the scheduling system, we allow the ability to import employees from a spreadsheet template. To do this, simply click Employees > Add / Edit Employees. Then click the green Import Users button: From ...
How to Schedule Employees
Click on link to watch our video: How to Schedule an Employee Before you get started scheduling your employee(s), you'll want to make sure you have built out all of your assignments and work codes. To schedule an employee(s) to an Assignment: Click ...
Add / Edit CrewScheduler Assignments
In order to utilize the CrewScheduler, the first thing you'll need to do is add Assignment(s). You can think of an assignment as a work assignment. Do not think of them necessarily as 'Shifts', although there are certain instances where that would be ...
Callback - Edit Rankings
For organizations who use a rotating list method for their CallBack rules; you can edit the ordering of the CallBack rankings manually by simply dragging and dropping the order of employees. It is important to note, this method only works for simple ...