Finding your Account Number

Overview

Before you Begin Scheduling

- Quick Overview
- Setup Steps
- Multiple locations or departments?
- Add your Positions (Jobs)
- Update/Add Your Helpers

Your First Schedule

- Enter a Previous Schedule Week
- (Optional) - Save as a Template

Automatic Scheduling - Week to Week

- Import Template or Previous Week
- AutoFill - Automatic Assignments
- Make Schedule Changes
- Add Notes to the Schedule
- Publish Your Schedule
- Make Changes (after Publishing)
- Print - Export Schedules

Viewing / Editing Schedules

- The Schedule Views
- "By Helper" View - DRAG & DROP
- Replacements - Who's Available?
- Add Shifts to a Schedule
- Add Lunch or Breaks to Shifts
- Automatic Notices Sent to Helpers
- Track Who Has Seen Changes
- Click a Shift to Edit, Delete, Clone, Assign
- Edit Multiple Shifts at Once
- Delete / Unassign Multiple Shifts
- Clear help Assignments
- Manually Assign Helper to Shift
- Show Schedules to Non-Helpers
- Search for Shifts
- See Who's On Now / Later
- Sign In Via Web Enabled Phone/PDA
- Shift History - Track Changes to Shifts
- Schedule History - Track AutoFill, Import

Helpers Signing In

- Should I Let Helpers Sign In?
- Each Helper has a Sign-In ID
- Send Helpers Sign In Instructions
- Helper help Time Preferences
- Control what Helpers View/Do
- View Helper Topic-Based Help

Program Details

AutoFill - Automatic Scheduling

- How AutoFill Works
- After First AutoFill - No Assignments?
- AutoFill by "Priority Group"
- AutoFill by "Seniority"
- Assign Helper Before AutoFill*
- Prevent a Helper from being AutoFilled
- Evenly Distribute "Special Shifts"
- Ignore Helper Preferences*
- Minimum Time Off Between Shifts
- AutoFill Certain Positions Separately

Publishing - Making Schedules Public

- Why Publish a Schedule?
- Publish an "Open" Schedule
- Unpublish - Retracting a Schedule
- Make Changes (after Publishing)
- Preventing or Missing E-Mail Notices

Importing Schedules (Templates)

- Create Schedule WEEK Template
- Create Schedule DAY Template
- Import Shifts for Week or Day
- Change a Schedule Template
- Import one Position or Category
- Clear Helpers & Deleting Shifts
- Delete Templates

Schedule Views & Layouts

- Chart of Functions in each View
- View One or More Locations
- Change Layout - Fonts, etc.
- Change the Schedule Start Day
- Filter the View/Printout
- Filter to Show Pinned Helpers
- Holidays - Days Closed
- Standard - Special Schedule Views
- Multi-Shift Edit Schedule View
- Sortable List - ANALYZE Shifts View
- Availability / Coverage View
- Statistics Schedule View
- Compressed Schedule Chart
- View/Print Individual Monthly Schedules

Positions - Jobs, Groups & Locations

- What is a Position?
- Add your Positions (Jobs)
- Set Each Helper's Positions
- Create & Edit "Position Groups"
- Delete Positions
- How Position Groups can be Used
- Location-Specific Positions
- Rate Helpers for Positions/Locations

Printouts - Custom Reports - Exporting

- Standard Printouts
- Custom Reports - Date Ranges
- Problems - Page Breaks, Colors
- Exporting Data

E-Mail Addresses & Notifications

- E-Mail & Text Message Notifications
- Text Messages Sent to My Cell Phone
- Text Messages Sent to Employee Cell Phone
- E-Mail Addresses Marked "Invalid"
- Send Schedule Reminders
- Not Receiving E-Mails
- Helpers - E-Mail Not Required

Helpers - Viewing, Editing, Deleting

- Add New Helpers
- List of Helpers
- View Helper Details
- View/Print Individual Monthly Schedules
- Edit Helper Details
- Find /Change ID & Password
- Stop Helper from Having Access
- Delete or Deactivate a Helper

Time Off & Cannot Help Times

- Coordinator-Entered Time Off
- Helper-Entered Time Off
- Time Off List Page
- Change/Delete a Time Off Request
- Cannot Help vs. Time Off
- Set Cannot Help Times
- Helpers Unassigning Themselves From Shifts

Messaging

- How Messaging Works
- Set Up Your "Reply To" Email
- Enter E-Mails - Automatic Forwarding
- Send an URGENT ALERT

Tradeboard - (Optional)

- Tradeboard - How it helps
- Require Coordinator Approval
- Allow Trades/Drops "At Will"
- View Helper Tradeboard
- Open Scheduling - Unassigned Pickups

Notices & (Optional) Bulletin Board

- Your Company Bulletin Board*
- Helper Home Page Notice

SETTINGS - Coordinator/ Helper Permissions

- SETTINGS>Organization & User Info*
- SETTINGS>Helper Permissions
- SETTINGS>Add Coordinators & Permissions
- Coordinator Sign-In Instructions
- Coordinators Who are Also Helpers
- Receiving E-mails but not Messages
- Change Your ID or Password

Categories & Shift Colors - (Optional)

- Why Use Shift Categories?
- Add New Category Definitions
- Existing Shifts - Assigning Categories
- Add New Shifts Using Shift Categories
- Selectively AutoFill with Categories
- Compressed Category Chart
- Coloring Shifts
- Category Default Shift Colors
- Create Category Groups
- Allow Helpers to View Categories*

Special Scheduling Situations

- Multiple Locations or Departments
- Event Scheduling
- Rotational Schedules
- Seasonal Companies
- Publishing an Open Schedule

Troubleshooting - Problems

- After AutoFill - No Assignments
- Nothing happens when I Click...
- Popup windows are blocked - beeping
- No Helpers are listed as Available
- Printing Problems - Page Breaks, Colors
- Buttons are Missing (Import etc.)
- Blue Screen - Pages Not Updating
- Not Receiving E-Mails
- Receiving E-mails but not Messages
- Helpers Receiving a lot of Changes
- Work-Around for Adding Helper Photos
- MAC troubleshooting
- Tracking Changes to Shifts - Shift History

Concerns

- Privacy - Security
- Helpers - E-Mail Not Required

Payment & Support Details

PAID VERSION: Payments - Linking Accounts

- Pricing - Rates - Fees
- Apply for Extended Free Use
- Your Total Number of Helpers
- SETTINGS>Make Payment - Create an Invoice
- Pay Online
- Send Payment by Mail
- Create a Linked Account - Bill Together

Support - Suggestions

- E-Mail Customer Support
- Forget ID/ Password