For Schedulers
- A new staff member has joined my unit -- what should I do? [Onboarding]
- How do I add a staff member? [Onboarding]
- How do I know if a staff member was able to access their account? [Onboarding]
- How do I edit multiple staff members at once? [Roster]
- How do I delete a staff member? [Roster]
- How do I temporarily inactivate a staff member? [Roster]
- What is the difference between being Inactive or Suspended? [Roster]
- How do I send a text to my entire unit? [Roster]
- How do I update a staff member’s status? [Daily Report / Schedule Grid / House View]
- What should I input into the Unit Shift Note? [Daily Report]
- How do I leave a note for staff member? [Daily Report]
- How do I filter the Daily Report? [Daily Report]
- How do I print the Daily Report? [Daily Report]
- What does the Past / Current / Planning schedules mean? [Schedule Grid]
- How do I adjust my preference and publishing deadlines? [Schedule Grid]
- How do I filter the schedule by shift type? [Schedule Grid]
- How do I view a more condensed version of my schedule? [Schedule Grid]
- How do I schedule a staff member for multiple shifts on a single day? [Schedule Grid]
- Can I update my target levels by day if our census goes up? [Schedule Grid]
- How do I float someone to another unit? [Schedule Grid / House View]
- How do I add, edit, or delete multiple shifts at a time? [Schedule Grid]
- Can I export the schedule as a file? [Schedule Grid]
- What do the different filters in the Approvals tab mean? [Approvals]
- Can I leave a note when I approve/decline a request from a staff member? [Approvals]
- Why don’t I see the Open Shift tab anymore? [Open Shifts]
- If a shift’s target level is met (ie: there is 100% coverage of staff based on target staffing), how do I create an open shift? [Open Shifts]
- Will open shifts be auto-generated for Position and Aggregate target levels? [Open Shifts]
- Can I see and act on requests even after an open shift has been filled? [Open Shifts]
- Will an open shift be automatically created if I float someone? [Open Shifts]
- Will an open shift be automatically created if I mark a staff with a status update, such as Called In or On Call? [Open Shifts]