CrewScheduler
Removing an Assignment
Should you have an assignment that you wish to no longer have populating on your CrewScheduler, your best bet for removing it is to end the recurrence of the assignment. Ending its recurrence would ensure that all historical data associated with the ...
Timeline View
The timeline view is a new feature within the platform that allows for a more streamlined staffing process when it comes to the management of already scheduled employees. With far more filtering options than any other view within the scheduler ...
Custom Rotations
You can create your own custom rotations within the scheduling platform! To create a rotation: Click on admin System Settings: Click on CrewScheduler/Calendars: Click on Recurrence Rules: This page allows you to select which recurrence rules ...
Fatigue Tracking
The scheduling system offers fatigue tracking; a way to track an employees hours worked against set limits for 2 day, 4 day or 7 day periods. Default values have been set, and are based upon the 'Industry Profile' selected during account creation: ...
Time Off Codes
Creating time off codes is as simple as creating Work Codes and is just as important to do within your system. To Create Time Off Codes: First, go to Admin Settings: Choose Time Off Types/ Codes: From there, you will be taken to this screen. Time ...
Work Types / Codes
Setting up work codes/types is quick and easy within the system. You can use as many codes as you need, as well as give code subtypes to allow for easier tracking of things like step up pay, differentials and more. Creating Work Codes First go to ...
Masking Time Off Entries
There may be instances where you want to 'Mask' certain time off types from displaying throughout the system, at least to those users who do not possess the permission to view the entries. An example would be having an employee placed off on ...
Finalize Schedule Entries
You can easily 'Finalize' CrewScheduler assignment records with a couple clicks of the mouse. This is useful for locking payroll records, reviewing entries, etc. To finalize an Assignment, simply click the 3 black dots in the upper right hand corner ...
Roster Map
Being able to see who is where on a map view has been a highly asked for feature, so we've created it for you! Now, you'll be able to go in and set a station address that will then reflect the current staffing data on a map! Setting up your location: ...
Volunteer/Availability Sign Up
Many organizations utilize volunteers, allowing people to sign up for open shifts but not necessarily working those shifts. And while employees can already input availability into the system, and admin can view availability, sometimes it is easier to ...
On Call Assignment
Some customers have an 'On Call' assignment, such as an 'On Call Investigator' or 'On Call Detective'. You can build the assignment to allow for easy recognition of this, while still allowing the individual to be in their normal shift on the ...
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 ...
Bulk Change
The bulk change feature is designed to allow for easy movement on the schedule that affects one or more employees. Whether it's moving several individuals on the same shift to time off or switching them to a new assignment, there is an easy way to do ...
Overtime Request List
Some agencies allow employees to request overtime on specific days for events like court appearances or paperwork. While the number of people doing it day to day can change, the users need to be allowed to request the shift and have an administrative ...
Color Key
A handy color key has been added to the CrewScheduler, making it easy to determine which colors mean what as they appear on the daily view. To access it, click More Options > Color Key Clicking on it will pull up a small box, indicating exactly what ...
Point in Time counts for CrewScheduler
Point in time staffing counts allow you quickly and efficiently judge daily staffing levels with just a quick glance. Now, there is no more reason to waste time counting assignments & personnel just to find out how many you have scheduled at any ...
Force/Cancel/Replace
Sometimes, you have to move a user into a new, temporary assignment for a day. When this happens, you are presented with a box like the shown below. This alert will show up because the employee is already working for part or all of the assignment. ...
Adding Lunch Break / Unpaid Break Periods
You can set 'unpaid' breaks during a shift period for employees. This is great for doing things like unpaid lunch breaks, for example. The break period will not export for payroll purposes or be shown in any employee time reports. To set a break ...
External Sharing CrewScheduler Views
'External Shared Views' allow your Organization to create and securely disseminate a unique URL to whoever you choose; giving them secure, real-time, read-only access to your Daily Roster/schedule. This is perfect for Mutual Aid partners, separate ...
Automatic Exports Using FTP and DropBox
You can set up automatic exports of your payroll/scheduling data using either FTP or DropBox integration. This is great if you want to have your scheduling data sent automatically on a set time each day to a specific location. To set up an automatic ...
Lock CrewScheduler
You can 'lock' the CrewScheduler for days in the past, in the event that you do not want anyone to be able to make changes/edits to it. This is controlled by a User Permission. If you want to lock the CrewScheduler, you will simply need to ensure the ...
Manually Placing Employees Off Duty
The scheduling platform has a great built in time off / leave management system. Any approved time off requests will automatically be placed on both the Time Off Calendar, as well as the Employees Off area on the CrewScheduler. Manually placing an ...
Compound Rotations
With the Compound Rotations feature, you are able to schedule one person in multiple assignments in one go, and have those shifts linked up for future modifications. You want an employee to work Station 1 on Mondays and Wednesdays, and Station 2 on ...
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 ...
CrewScheduler Layout / Setup Daily View
A feature that is unique to our platform is the CrewScheduler daily view setup. This is an excellent way for you to layout the daily view of the CrewScheduler however you'd like. For example, if you wanted to create a column labeled 'Stations' and ...
CrewScheduler Overview
The CrewScheduler allows managers and employees alike to quickly view their schedule, and see assigned personnel on the fly. It also allows the tracking of Overtime, Time Off, Miscellaneous hours and recurring events. Days can be color coded for ...
Assignment Labels
You can create Assignment Labels for your CrewScheduler assignments quite easily within the platform. This is useful for identifying and indicating useful things within your CrewScheduler. The Assignment Labels are different than the CrewScheduler ...
Set CrewScheduler View Preference
Each employee has the ability to customize their CrewScheduler default view, from either a Week or a Day view. The setting will be saved in their profile, and wherever they log in from that point forward, the setting will remain. To access the ...
Viewing Employee Availabilites
You can view Available Employees (those that have specifically indicated their particular availability for a day / time range) from within the platform. This is perfect for organizations who schedule employees on an as-needed or volunteer basis. Now, ...
Setting Up a Self Scheduling Assignment
The scheduling system allows for Self Scheduling by employees within the CrewScheduler. This is an excellent feature for organizations that allow their employees to 'Sign up' for open shifts throughout the month. In order to allow self scheduling, it ...
CrewScheduler Search Option
You can easily search the CrewScheduler for an employee, and have the system highlight their name for matches found. This is very useful for large organizations. To do this, simply enter the employees name (partial match is okay) and all matches will ...
Self Scheduling
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, ...
CrewScheduler Remind Employees
To send a reminder to an employee (text / sms / mobile app push); simply right click on their name within the CrewSchedule and click 'Send Reminder'. Once a reminder has been sent, a dot will appear next to their name. If the dot is yellow; it means ...
CrewScheduler Assignment Groups
Some organizations want the ability to Group CrewScheduler assignments together, and only display those that are pertinent at that time. This is very useful if your Organization has 'Divisions' or 'Battalions' or 'Stations' for example. You could add ...
CrewScheduler Notes & Activities
You can easily add Daily Notes and Activities to any day in the CrewScheduler. This allows you to distribute important reminders, training events, or other useful information to your users. All users have the ability to view the daily notes. The ...
CrewScheduler Employee Labels
Sometimes, it is useful for organizations to indicate different 'labels' for their employees within their Crew Scheduler assignments. Examples could include indicating the employee who is a Captain, a lead nurse, or apparatus driver for example. How ...
Switch Feature
The Switch feature allows the ability to 'Switch' employees easily within the CrewScheduler. This allows you to easily move two employees around on any given day. To do this, simply right click on the employee you'd like to switch with another, and ...
CrewScheduler View Options
There are two types of views available for the CrewScheduler. The default is the 'day' view. There is also a 'week' view. You can access the day view by clicking the Week button. There is also a Timeline View, which can be edited and there are ...
CrewScheduler Group Labeling
'Group Labeling' in the CrewScheduler is a very useful feature to see quickly which employees are part of a group, right within the CrewScheduler. For example, maybe you want to indicate whether employees are part of an A, B, or C Shift team, or ...
Daily Roster Printout / PDF
You can easily download a Daily Roster from your CrewScheduler as a printable PDF file. This will list all personnel assignments, time off's, partial hours, and any notes for the day. To print the Daily Roster: You must be in the day view of the ...
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