Trade Ledger
Within the scheduling system you can see who you owe trades and who owes you trades all in one convenient place!
The Trade Ledger can be accessed in two different ways.
Click on the Trade Board > View Trade Ledger
You can also access it from the view Trade Request screen
Either of those will take you to the Trade Ledger.
Here, you will see a total of who you owe hours. You will also see who owes you hours. Let's look at Josh's ledger below as an example:
The 'owed' column will show trades that have been worked by others that need to be payed back. Using Josh's ledger above, you can see that he had a 24 hour trade worked in the 'owed' column by Eli, and that he has repaid the 24 hour trade in the 'earned' column, hence the 0 hour balance.
The 'earned' column shows the trades that you have worked for others. So you can see that Josh has a 206.00 hours 'earned' with Ray and 180.00 hours 'owed', hence the 26.00 hour balance.
The 'earned' column shows the trades that you have worked for others. So you can see that Josh has a 206.00 hours 'earned' with Ray and 180.00 hours 'owed', hence the 26.00 hour balance.
The balance is the difference between the two columns. A positive number means that those hours are owed to you. So in the above ledger, Ray owes Josh 26 hours. A negative number means that you owe them the hours. So above, Josh owes Eric 40 hours.
Clicking on the details icon or on the employees blue name can show you where the numbers are specifically coming from and whether they were system generated of manually adjusted. This is where you can also create manual adjustments if needed. You will also be able to see which date the trade was worked as well as how many hours are owed. If a trade was done with a known swap date, that will also be displayed, as shown below.
Related Articles
Adding Trades For End Users
Adding in a trade between two employees can easily be done by system administrators, if the employees are unable to do so themselves. These trades will populate on both the CrewScheduler and thee Trade Board as well. Who can add in trades? Trades can ...Trade Board
Note: In order to access the Trade Board, the module must be enabled in System Settings > Modules: Member to Member trade arrangements can easily be handled within the Scheduling system. This allows for a transparent and well documented swap of work ...Bulletin Board
The bulletin board is a great place to be able to post notes that do not need to be on the CrewScheduler itself, but that you still want to be able to keep up until you plan to remove them. This is a secure place for sharing reminders or updates. ...Signup Board
Along with using the platform to do all of your daily scheduling, rostering, and overtime callbacks - you can also use it to post 'sign up' based events. These are events that you post, and let users indicate if they would like to work them on a ...Quick Start Guide
The scheduling platform 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. Upload your employees You ...