Q. How do I assign my floats?

A.

1. Go to the daily schedule tab

2. Look for the grey box at the top of the page that is labeled "floats."

3. Click on the option that says "assign float" within the floats section.

4. Choose the appropriate unit to which you want to assign the float for that particular day.

5. After assigning the float to the unit, it will be displayed on the daily schedule accordingly.

Q. How do I assign my orientee to work on the floor?

A.

1. Access the daily schedule tab.

2. Locate the grey box at the top of the page labeled "Orientees."

3. Click on the option that says "assign Orientee" within the Orientees section.

4. Choose the appropriate unit to which you want to assign the orientee for the specific day.

5. Once you have assigned the orientee, their name will appear on the daily schedule for that day.

Q. How do I find my open shifts for a specific day?

A. To find open shifts for a specific day, you have two options:

1. Open Shifts Tab: Navigate to the "Open Shifts" tab, locate the desired day and it will display the available open shifts for that specific day. For a more detailed view, you can click on the daily schedule for that day.

2. Daily Schedule Tab: Go to the "Daily Schedule" tab. Look for the box that says "Switch to Another Day" and click on it. Enter the specific date you want to view the open shifts for and the system will display the relevant information.

Q. How do I add an employee to pick up a shift on the daily?

A. To add an employee to pick up a shift on the daily schedule, follow these steps:

1. Go to the unit and shift where you want to assign an employee.

2. Locate the plus icon positioned next to "open position" or "go over budget."

3. Click on the plus icon to reveal options for adding an employee.

4. Click on the arrow at the top of the page to access a dropdown menu.

5. From the dropdown menu, specify whether the employee is an internal staff member or an agency staff member.

6. Once you have made the selection, search for the employee's name.

7. Add the shift time by entering the appropriate details.

8. Finally, click on the plus button to include the employee in the daily schedule for that specific shift.

Q. How do I add an agency employee to pick up a shift on the daily?

A. To add an agency employee to pick up a shift on the daily schedule, follow these steps:

1. Go to the unit and shift where you want to assign an employee.

2. Locate the plus icon next to "open position" or "go over budget."

3. Click on the plus icon to reveal options for adding an employee.

4. Click on the arrow at the top of the page to access a dropdown menu.

5. From the dropdown menu, select on “agency :( “.

6. Once you have made the selection, you will have the choice to either add a new agency employee or select from previously added agency employees.

7. If adding a new agency employee, provide the necessary details and hit submit.

8. Add the shift time by entering the appropriate details.

9. Finally, click on the plus button to include the agency employee in the daily schedule for that specific shift.

Q. How do I edit an employee to be on a different unit?

A. To edit an employee and assign them to a different unit, follow these steps:

1. Locate the employee's name in the daily

2. Click on the pencil icon or edit button next to their name.

3. Look for the option Unit to change the unit assignment.

4. Select the unit where you want to reassign the employee.

5. Once you have entered the newly assigned unit, click on the submit.

6. After submitting the changes, the employee will now be associated with the newly assigned unit. You can verify the update by checking the daily schedule, where the employee will appear under the newly assigned unit.

Q. How do I edit an employee to be on a different shift on today’s daily?

A. To edit an employee's shift for today's daily schedule, follow these steps:

1. Locate the employee's name in the daily.

2. Click on the pencil icon or edit button next to their name.

3. Look for the option to change the shift start time and shift end time.

4. Input the new shift start time and shift end time for the employee.

5. Once you have entered the updated shift details, click on the submit or save button.

6. After submitting the changes, the employee will now be assigned to the newly specified shift for today.

7. Verify the update by checking the daily schedule for today, where the employee will appear in the newly assigned shift.

Q. How do I enter a call out on the daily?
​A. To call out someone on the daily schedule, follow these steps:

1. Locate the employee's name in the employee list on the daily schedule.

2. Click on the pencil icon or edit button next to their name.

3. Look for the option labeled "call out this shift".

4. Add a reason for the call out in the provided field.

5. Once you have entered the reason, click on the submit or save button.

6. After submitting the changes, the employee will be removed from the daily schedule for that specific day.

7. The call out will be recorded in the system.

Q. How do I add supervisors to the daily?

A. To add supervisors to the daily schedule, follow these steps:

1. Scroll to the bottom of the daily schedule page.

2. Look for the section labeled "Other Staff".

3. Locate the specific shift where you want to assign a supervisor.

4. Click on the "add" plus icon next to that shift.

5. Click on the arrow at the top of the page to access a dropdown menu.

6. From the dropdown menu, select whether the supervisor is an internal staff member or an agency staff member.

7. Once you have made the selection, search for the supervisor's name.

8. Enter the appropriate shift start time and shift end time.

9. Finally, click on the plus button to include the supervisor in the daily schedule for that specific shift.

By following these steps, you can add supervisors to the daily schedule.

Q. How do I print my daily schedule?

A. To print your daily schedule, follow these steps:

1. Go to the daily schedule tab in your management system.

2. On the top right corner of the page, you will find an option labeled "Print out this daily."

3. Click on the "Print" option.

4. A print dialog box will appear, allowing you to choose your printing settings.

5. You will have the option to print the full daily schedule or select specific units to print.

6. Click on the "Print" button to initiate the printing process.

Q. How do I add notes on my daily schedule?

A. To add notes on your daily schedule, follow these steps:

1. Go to the daily schedule tab in your management system.

2. Scroll down to the bottom of the page.

3. Look for the section labeled "Add your notes here".

4. Enter the desired note or message for your employees.

5. Once you have added the note, click on the save button to save the changes.

6. once you print out your daily schedule, any added notes will be included in the printout.

Q. Why am I blocked out of today's schedule?

A. You must first reconcile yesterday's schedule, please follow these steps:

1. Ensure that yesterday's daily schedule is confirmed before 11 am each day.

2. Confirming yesterday's schedule will allow you to make edits for today's daily schedule.

3. Review the schedule carefully, ensuring that all employees have been added or removed as necessary.

5. Once you have verified and made any required changes in yesterday's schedule, scroll down to the bottom of the page.

6. Look for the option or button labeled "Confirm this date's schedule".

7. Click on the confirm button to finalize and confirm today's daily schedule.

8. Once today's schedule is confirmed, you will be able to make edits for today's daily schedule.