TargetSolutions and its scheduling platform will contain deeply integrated features that make managing employees easier than ever.
Once you have started your trial, you'll be directed to import information directly from TargetSolutions to the scheduling platform.
Importing your Users
This step is important, as it allows the single sign-on and other parts of the integration to work properly. This initial mapping will create your users within the scheduling program.
Check the box of any employee you wish to have on the schedule. Each imported user will take up one of the licenses you've paid for. Remember that you can have users that exist within TargetSolutions but not in the scheduling platform.
Once you set up your users, your TargetSolutions Groups will need to be mapped as well. This set is important, but you can always add more lists, groups, and classifications later on.
Within the Scheduling platform, lists are specific to the callback system. While any group of employees can be queried, you can only use the Lists for Callbacks. Rank works best, as most departments hire back their employees based on the rank they hold.
Once you have set what each should be, make sure you click 'Initiate Import'
From there, you'll be taken to the CrewScheduler, where you can begin to build out your system.
TargetSolutions Scheduling Start Guide
TargetSolutions Scheduling can be fully configured in a single afternoon. Using this guide, we will go step by step through the process of creating your unique schedule to have a fully functioning system within a few hours. 1. Start Your Free Trial ...
How to Start Your TargetSolutions Scheduling Trial
Starting your TargetSolutions Scheduling trial is quick and easy. Your trial automatically becomes your live version once you sign up, so you don't need to worry about losing any of the work you've done. How to Start Your Trial When you log into ...
**Dashboard users only.** To use an Active911 integration follow these instructions- Workforce management for mission-critical industries, includes scheduling, Forms, Attendance, Rosters, Staffing, Analytics, Calendar and Dashboards. More ...
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 ...
To self schedule yourself for an assignment: When self scheduling has been enabled, click on an 'Open Slot' in the assignment. Add yourself to the assignment, indicating the time range that you would like to work, and any label that may apply to you, ...