Employees
User Permissions Key
The Scheduling platform has a built-in user permissions module that allows you to set user permissions on a per-employee basis. In this article, we have put together a 'Key' for you to refer to when deciding which permissions you'd like to enable for ...
Deactivating / Deleting Employees
Deactivating a Employee: You can Deactivate an employee by clicking on the red deactivate button within the employee profile. To find the deactivate button go to the Employees module > add/edit Employees > click on the blue pencil icon next to the ...
User Selectable Home Page
Users are able to select exactly which page they wish to be routed to when they first log in. Administrators can also select their pages. To Select your Page: Go to your user name and select Edit Profile Scroll down to the bottom of your profile and ...
Certification Reports
You can easily run reports on Employee Certifications from within the scheduling platform. This will provide you with actionable data to quickly identify expired employee certifications, those due for renewal, and more. To access Certification ...
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 ...
Batch Apply
There is an easy way to apply batch changes to multiple employees at one time. Go to Employees > Add/Edit Employees From there, you'll see the Batch Edit Users at the top of the list of employees You will want to check the box by their name first. ...
Custom Fields in Employee Profiles
We've updated the Employee profiles to allow for custom entries to be added into the system. So now, whatever you want to track by employee can be done with ease. Simply go into System Settings Then select the 'Employee' tab and 'Extra Fields' From ...
Hire Dates
The system uses the date of hire for seniority, which allows many of the programmed tiebreakers to occur. However, since many people are hired on the same date, it can make seniority difficult to aware. The best way to circumvent this problem is to ...
Employee Groups
Employee groups are a way you can sort employees. By placing employees into groups, you can easily send notifications, search for the specific groups and see who is in what group, should you choose to have it indicated on the CrewScheduler. You can ...
Running Employee Reports
You can easily run advanced reports on employees to see historical and analytical data from within the Scheduling system. This is a very handy feature for checking employee schedule entries, time offs, CallBacks, miscellaneous entries, and more. You ...
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 ...
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 ...
Employee Communication Preferences
Employees can choose how they want to be contacted for both Notifications and CallBacks. Each employee can set their primary notification preference for both from within their user profile. If enabled (for an additional fee), employees can have a ...
Employee Day Planner / Sync
Every employee in the scheduling system has their own 'Personal Calendar' aka 'Day Planner'. This calendar will list all events that pertain to the individual employee, and also allows the employee to use it as a 'day planner'. They can add custom ...
Edit User Profile
Users may choose to update their personal profiles at any time, simply by clicking their name in the upper left corner and choosing "Edit Profile." Here, users can change their personal details, update their phone number and preferred contact methods ...
User Permissions & Roles
You have a lot of control over who in your organization can access what in the system. The Scheduling platform has a built-in user permissions module that allows you to set user permissions on a per-employee basis. You can also create 'roles', with ...
Add / Edit Employees
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 ...
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 ...