Settings

Use the Settings page to establish location information, days and hours of the location work day, employee privileges and the swap board guidelines, schedule settings for Auto Fill and auto breaks, and time settings and default project/task and activity assignments.

Adding Information

Select Locations from the main menu.
Select Locations > Add or Add to add a new location.
Example:
Select the location. Information window displays.
Note: Active location displays on top left.
Type the Code. This is the code used to log on to the Manager and Employee portals.
Type the Name. The name displays in the top left menu bar.
Enter additional address information as desired.
Under Time Zone, select the Time Zone using the drop-down list.
Maintain the Culture selection of Use Default for U.S. locations or change it to another location to meet language requirements.
Note: The Culture selection controls the language that displays when users log in to this location.
Do not change the Custom Date Format and Custom Time Format fields U.S. For other format options, contact ScheduleSource.
If you are using folders, select Folder (optional).
If this location is ready for use, select the check boxes for Enabled and Deployed.
Type a Note if desired.
Select Hours of Operation.
Select Number of Labs.
To add a Unique Id, select Add.
Note: Use the Unique Id to create a public page URL to view published schedules and provide an iCal formatted data link for downloading calendars.
Select Save.

Example:

Settings Information

Configuring Days and Hours

Select Locations from the main menu.
Note: Use the same location or use the Menu button to select another one.
Select the Settings > Days/Hours tab.
Select the radio button that identifies the day that is the First Day of the week for when your schedule will start. For example, many work weeks in the U.S. begin on Sunday or Monday.
If it is important to your organization, select a Rank or leave a default of 1. (9 highest/1 lowest)
Explanation: A food service that does greater business on a weekend might rank Friday, Saturday, and Sunday as 9, the highest ranking. This ensures that those day's shifts are filled first and empty shifts are pushed to lower priority days.
Select Save.

Example:

Settings Days/Hours

Configuring Employee Privileges and Swap Board

Select Locations from the main menu.
Note: Use the same location or use the Menu button to select another one.
Select the Settings > Employee tab.
Under Privileges, select the check boxes of the privileges you want to grant to employees assigned to this location. They involve schedule and related shift information the employee can view, edit, and approve.
Under Swap Board, select the check boxes and numeric values for the settings to want to enable for this location. They involve swapping, scheduling constraints, and additional settings.
Select Save.

Example:

Settings Employee

Setting Schedule Auto Fill and Auto Breaks

Select Locations from the main menu.
Note: Use the same location or use the Menu button to select another one.
Select the Settings > Schedule tab.
Under Auto Fill, enter Constraints for Days, Shifts, and Hours.
Note: These settings are used by the Auto Fill engine to determine the priority for filling shifts in every schedule. You can override Auto Fill limits when you schedule an employee manually.
Enter Min Split, Max Split, and downtime requirements Between Days.
Min Split - minimum number of hours you require between split shifts within one day
Max Split - maximum number of hours you require between shifts within one day
Between Days - minimum number of hours you require before an employee can work another shift between consecutive days. It primarily applies to 24-hour shift situations, and you may use it to prohibit employees from working back-to-back days or long double shifts.
Under Processor, enter Load Balancing. Auto Fill uses the number of hours you enter to assign shifts to employees.
First Pass Max Hours - Decide what your goal is. If your goal is to give every employee some hours, enter a low number of hours. For example, if you enter 20, the engine assigns every employee 20 hours of work. If your goal is to have the most qualified person assigned to work, enter 40 and the engine assigns the most qualified employee to work 40 hours while a less qualified employee may not receive any hours.
Second Pass Max Hours - To further distribute hours equally, enter 30 in the second box or enter 40 hours. Then, the engine assigns each employee up to 30 or 40 hours, depending on how many hours the employees have available to work.
Note: Auto Fill does not assign more hours than you enter in Constraints (per employee) for 1-Week.
Under Processor, enter Randomization.
Skill - use skill randomization to vary shift assignments from extremely variable assignments (High) to less randomization (Low), or turn Randomization off.
Shift - use shift randomization to greatly vary shift assignments (High) to less shift randomization (Low), or turn Randomization off.
Under Processor, enter Shift Priorities.
Rankings - if you want your most skilled employee to be assigned at your most priority station first, select a 9 using the drop-down list. If they are less important, select a number between 1 and 8.
Length - to make sure that shifts with the greatest number of hours are covered before shorter shifts, select a higher number under length using the drop-down list.
Coverage - to make sure you can get coverage first and it is not as important to use the most skilled employee or consider shift length, leave the default at 7 or raise it to a higher number.
Under Processor, enter Employee Priorities.
Under Auto Breaks, enter the break information. Select information about breaks that conforms to your organization's policies.
Select Save.

Example:
Settings Schedule

Adding Time Settings and Defaults

Select Locations from the main menu.
Note: Use the same location or use the Menu button to select another one.
Select the Settings > Time tab.
Under Settings, select the check boxes for Allow Clock and Allow Card.
Explanation: This specifies how employees can enter time into the system. Clock allows punching in and out in real time. The Card allows manual entries, for both past and future time.
Select Early clock on buffer using the arrow buttons.
Select Late clock on buffer using the arrow buttons.
Select Flag as error conditions: Early, Late, and/or Not Scheduled.
Select the Round to nearest minutes using the drop-down list. This rounds exact time stamps to the nearest minute specified and are used for hours calculations. Time clock entry will allow times only on the rounded minute values.
Select the Add break conditions to conform to your organization's policies.
Enter Automatic clock off options to conform to your organization's policies.
If allowing Time card entry, select the Time Card date range using the drop-down lists. This specifies the number of weeks before and after the current week in which employees can enter time.
Under Defaults, select the Project/Task for assigning time.
Note: Add projects under Deployments > Projects.
Under Defaults, select the Activity for assigning time.
Note: Add activities under Deployments > Activities.
Under defaults, enter IP Addresses if employees are limited to entering time in these IP addresses. Leave blank if the employee can enter time from any IP address.
Select Save.

Example:

Settings Time