CrewScheduler
Approving Self Scheduled Employees
Once an employee has signed up for a self scheduled shift, and if the option to Require Admin or Supervisor approval for self scheduling has been checked, the indicated Admin or Supervisor will be notified via email as well as by growl notification ...
Initiating A New CallBack From The Crew Scheduler
Aside from initiating a new CallBack from the CallBack module, you can also initiate a CallBack to fill an open slot from within the CrewScheduler. Initiating a CallBack from within the CrewScheduler has the advantage of pre-populating the work shift ...
Scheduling Employees on Partial Shifts
There may be instances when an employee does not work the full hours of the assignment. This could be for a number of reasons, and you may not need to place the employee as 'Off duty'. An example could be for an employee that was scheduled to work an ...
Day Colors
Another useful feature of the CrewScheduler is the ability to set certain color patterns throughout your calendar. This is useful for organizations that dictate certain work rotations by color - ie. Fire / EMS Departments/ Law Enforcement agencies. ...
Setting Employee Work Limits
You can set work limits for employees using the Set Limit rule for employee Lists. If you recall, CallBack lists are what organize employees within the system. You can control the amount of hours they are able to work (either scheduled, overtime, ...
Tracking Holdover Hours
Sometimes your employees work longer than their normal assignment hours. For example, lets say your shift is scheduled to end at 2000 hours, but a late call comes in and you don't actually end until 2045 hours. The scheduling system allows you to ...
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 ...
Work / Time Off Type Subclasses
Along with tracking 'Work Type' and 'Time Off Type' categories and codes for scheduled / off duty employees, you can also track 'Subclasses' for more insights and analytics into your workforce scheduling. These sub-classes will export right alongside ...
Visual Indicators
You can create visual indicators in the CrewScheduler to give your employees a visual reference for certain events that span a single, or multiple days. This is very useful for displaying things like FLSA Cycles, 'Blackout' Days, and more. Example ...
CrewScheduler Templates
A great feature of the CrewScheduler module is the ability to create pre-built 'Assignment Templates'. This allows you to quickly and efficiently deploy a set of predetermined assignments to your CrewScheduler, without having to build out each ...
Tracking Misc Assignment Hours
There are more than likely going to be times that you need to track employee's hours that are not a part of a regularly scheduled Assignment. Examples could include: weekly meetings, training's, etc. It is still important to track these hours in the ...
Popular Articles
Force Hire List(s)
The Scheduling system offers a great way for you to maintain 'force' or 'mandate' lists. This is excellent for Organizations who need a way to keep a detailed record and management of their lists, particularly Fire / EMS and Law Enforcement agencies. ...
Work / Time Off Type Subclasses
Along with tracking 'Work Type' and 'Time Off Type' categories and codes for scheduled / off duty employees, you can also track 'Subclasses' for more insights and analytics into your workforce scheduling. These sub-classes will export right alongside ...
End Users
Welcome to Scheduling! There is a lot to do, we know! This guide is meant to help you wade through the waters of the system, with only the options you need to know. Now that your Agency has decided to make the switch, we know that it can be ...
Setting Availability for CallBacks / Extra work shifts
If your Organization has this set up the opposite way (assume employees are always available) please see this article instead Scheduling has an 'Availability' module that allows you to set your availability for CallBacks and extra work shifts. ...
Setting Up Employee Accrual Profiles
Note: In order to access the Time Off Accruals section, the module must be enabled in Admin system settings > Modules First, you will need to create Accrual Profile(s) within the system. 1. To Create Accrual Profiles: Log in as an Administrator, and ...