User Schedule
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User Schedule
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User Schedules Page
The User Schedules page is accessed from the Schedules dashboard.
From the Home page, click the Schedules tile, then click the User Schedules link in the upper right corner.
The User Schedules page works as a simpler version of the Parts Schedules and Station Schedules pages. Saved User Schedules are displayed in a calendar view and can be filtered to view specific information.
There are three different views you can choose from: User Teams, Departments, or View Table.
Map Timesheet Segments To User Schedule When Clocking In And Out:
This domain setting will allow you to track User shifts that have been saved to Timesheets.
Departments
Departments are the categories of work that different Users (Employees) may fit into. They are an optional level of organization.
User Default Department:
The chosen Default Department for any User can be edited on the User Permissions menu.
Create Weekly and Segmented Schedules
To schedule by week, use the red "+Create Weekly Schedule" button. This opens a menu with options for selecting:
- A start date for the Schedule
- How this Schedule should be created
- You can pick from the different Teams available
- Or choose a specific User and make Segments
- Or simply copy previous weeks' Schedule
- Which Team of Users are working this week
- Specific names of Users (use this to exclude some people)
In the "Schedule User" menu, you can see these detailed options for setting up a specific User's schedule.
You can also access a horizontal view of this menu in the Schedule User Week menu as shown below. One allows you to archive segments and the other allows you to delete.
Labor Codes, Users, and Stations all have their own pages on this site.
User Teams
From the User Teams page, you may create and edit Teams. You can also access the Team Shifts page.
The Create User Team dialog allows you to add Team Shift Segments and see a calendar view of the saved segments.
Here you can add segments of Team Shifts. This menu is for editing Team Shifts by week.
Team Shifts
A Team Shift is time that has been scheduled for a whole Team of Users at once. You can create them on the Schedule User menu, or add a new one to this list, accessible from the main page for User Schedules. There is also a link to this Team Shifts page on the User Teams page.
Here is the menu for making and managing Team Shifts by the day they occur. To manage weekly segments for a Team Shift, you will need to go back to the User Teams page mentioned above.
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