General Knowledge
Supervisor Pairs
In this article we will discuss the purpose of Supervisor pairs and how to set them up. Supervisor pairs are used in place of routing options for time off approval routing and trade time approval routing. If you set supervisor pairs, the supervisor ...
Tracking COVID-19 Related Time
We understand that recording employees’ time related to the COVID-19 pandemic is becoming increasingly important for agencies. As such, the Target Solutions Scheduling platform has solutions that make tracking of that time as easy as possible. ...
Time Off Swaps
The scheduling platform has a unique ability to allow users to swap their pre-approved time off for someone else's pre-approved time off. For example, if Officer A has Christmas off and Officer B has Halloween off and they wish to swap, they can ...
Active911 Integration
**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 ...
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 ...
System Notifications
Creating Templates for Payroll Data
Within the reports module, you have the ability to export Target Solutions Scheduling data in various formats, for payroll purposes. With payroll report templates, you can create and save general parameters of a report, making it easy to run the same ...
Two Factor (2FA) Authentication
The scheduling system offers Two Factor (2FA) Authentication to all of our current and new customers! Setting it up is simple and requires the end users to turn it on and manage. To Set Up Employees log into the system as normal and click Edit ...
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. ...
The Auction Module
The Auction Module is designed to allow users to pick for vacation in an automated process totally dependent on the Auctioneer's settings. This is designed to allow the Administration to let the users pick vacation bids through the system, which will ...
Strike Teams
With the Strike Team feature enabled, you will be able to send a unit out on a special assignment and have the schedule reflect that change without dragging and moving employees around. Using the Assistant settings you have in place, it will use the ...
How to Schedule Kelly Days
For Organizations who use 'Kelly Days' (Fire Departments), we've built in a way to add those days into a recurring schedule. Click on the +Edit when you select an employee to schedule. If you are making this change for an existing employee, make ...
Setting Unavailable Period for CallBacks / Extra Work Shifts
If your Organization has this set up the opposite way (requires employees to indicate their availability) please see this article instead Scheduling has an 'Availability' module that allows you to set your availability for CallBacks & extra work ...
Enabling / Disabling Modules
You can enable or disable certain modules within the Target Solutions Scheduling platform, to best suit your agency's particular use. To do this, simply navigate to the Admin area, and then select the Modules tab. Simply check the modules you would ...
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. ...
System Settings
There are many customizable functions within the Target Solutions Scheduling platform. These options allow full control over your scheduling, hiring, and resource management needs. To access your system options, click Admin at the top of your ...
Approve / Deny Time Off Requests
Employees who have the permission to do so will have the ability to Approve / Deny time off requests submitted by employees. When a new time off request is submitted by an employee, you will receive a notification by an app alert and email ...
Announcements
You can easily add an Announcement to your system that will be seen by all employees when they log into the system. Only Admin level users can add control panel announcements. You can set system announcements to be 'required reading', where all ...
Day Planner / Sync
Every employee has their own 'Personal Calendar' aka 'Day Planner'. This calendar will list all events that pertain to the individual user and also allows users to use it as their 'Day Planner'. Users can add custom events as well as the system ...
File Manager
The File Manager is a very useful module for storing organizational documents and other files in one centralized location. The files stored within are accessible to all of your employees from any location with internet access. The File Manager is ...
Group Events
The Group Events option in the Time Off / Event Calendar allows you to schedule events and have those events then populate on select employee's calendars, along with the CrewScheduler. This is useful, for example, if you want to place an event on an ...
Payroll Exports
CrewScheduler roster data can quickly and easily be exported for advanced payroll imports or other employee reporting needs. The data includes all regularly scheduled assignments, time off's, overtime hours, partial hours and miscellaneous hours. ...
Specialty Classifications
Specialty Classifications are a great way to further classify employees in your organization. They allow you to assign special classifications, and further filter down your eligible employees when sending out a new CallBack. You can think of ...
System Log
Most every change or entry made in the system is logged and sealed within the System Log. This is a 'checks and balances' type module that allows you to periodically review the log for any issues or help you to troubleshoot potential issues. If there ...
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 ...
Time Off / Event Calendar
Note: In order to access the Time Offs module, the "Time Off Routing/ Accruals module" must be enabled in System Settings > Modules: Along with the CrewScheduler, there is another very useful scheduling option within the Scheduling platform. The Time ...
Time Off Requests
Note: In order to access the Time Off Requests page, the Time Off Routing/Accruals module must be enabled in System Settings > Modules: The scheduling system has an advanced Time off / Request module built in. This allows employees to submit time off ...
Exporting Form Module Data to .CSV
All submitted Form data can easily be exported into a .csv file for creating awesome Excel reports. If you are an Excel guru, you should be able to capture all data with scheduling forms, and then export the data as .csv to have pivot tables, charts, ...
TimeClock
Every organization needs a way to track when people are working. We've recently added the Time Clock into the functionality of the program. Like all time clocks, it tracks the hours of employees when they start working and when they stop. But ...
CallBack Metrics
CallBack metrics are useful for seeing how the scheduling system is performing for filling open shifts within the CallBack module. CallBack Metrics are a basic reporting module that gives detailed information on all of your CallBack performance. ...
FAQ's & Common Questions
What is 'Concurrent Time Off' and why is my employee not being removed from assignment while he/she is off duty? Concurrent Time Off is a setting that allows an employee to be both off duty and on duty at the same time. If enabled; any time off ...
Absence Module
The Absence module allows you to automate your employee call-in procedures, and have a completely 'hands off' approach to dealing with employee call-off's. This is an optional module for you to disable (it is disabled by default) or enable within ...