Content Comparison

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Role Required: Employee (base user)

Permission Required: N/A

Contents:

Web Portal

View Schedule

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The supervisor or employer will create the employee's schedule. After the schedule has been created it will be published and will be viewable.

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• The scheduling module displays the current week’s schedule listed by all active service accounts

• To view a different week, use the arrows or the calendar icon.

• View the schedule for Today, by Day, or by Week.

• To see a detailed view of the current day’s scheduled shifts, click “Today."

• Under the date, two numbers are listed (i.e., 8/12)

  • The first number is the total number of hours worked based on pending and approved punches

  • The second number is how many total hours are scheduled for the day

• Each shift will display the start and end time, total hours, and the client or program name, if applicable.

• Scheduled Shifts (published) will appear in light blue

• On Call Shifts (residential and day program only) will appear in dark blue

• Offered Shifts will appear in yellow

• My Offered Shifts (shifts the user has offered for others to pick up) will appear in red

• Click the Printer icon to print the schedule in a calendar or list format

• Schedule notifications may be received based on organization settings and include:

  • The schedule has been published

  • If changes are made to the schedule and it is re-published

View Schedule - Mobile App

The supervisor or employer will create the employee's schedule. After the schedule has been created it will be published and will be viewable. No actions can be taken in the mobile app. The schedule is view only and is visible even when in mobile app offline mode.

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Log in to personal profile

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Click the Menu icon (hamburger menu) in the upper left corner

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Click Schedules on the menu

View the schedule in a list format by week, today, or offered shifts with the following information included for each shift:

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Day

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Service Date

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Start Time

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End Time

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Employee Name

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Account Type

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Service Code

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Hours

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Offer Shift

If the employee is unable to work a scheduled shift, they can offer the shift for another employee to claim (pick up). The offered shift is only available for employees with active service accounts for the client or program to claim.

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Schedules on  on the submenu

4. Click the shift to  shift to offer to open the view schedule form wizard

5. Click Click Offer Shift

6. Click Yes Click Yes on the confirmation alert window

7. The offered shift will turn red on the calendar and will be available for employees with active service accounts for the client or program to claim

8. When another employee claims the offered shift, a supervisor or employer will review the schedule swap request and approve or reject it.

   1. If the schedule swap is approved, the offered shift will no longer appear on the schedule of the employee who offered it.

   2. If no one claims the offered shift or the supervisor rejects the schedule swap, it will be added back to the original employee's schedule and they will be responsible for working the shift.

   3. When the supervisor or employer has completed the review, the employee will receive a notification (if enabled by the organization).

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Schedules on  on the submenu

4. Click the offered shift to open the view schedule form wizard

5. Click Click Reclaim Shift

6. Click Click Yes on  on the confirmation alert window

7. The shift will appear blue again on the employee's schedule

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Schedules on  on the submenu

4. View schedule details on the Your Schedule tab

5. Click the Checkbox the Checkbox next to to View My Offered Shifts above  above the calendar

   1. My Offered Shifts will appear in red

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Schedules on  on the submenu

4. View View schedule details on  on the Your Schedule tab

5. Click the Checkbox the Checkbox next to to View Offered Shifts above  above the calendar

   1. Only shifts for which the user has an active service account will appear

   2. Offered shifts will appear in yellow

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Schedules on  on the submenu

4. Click the offered shift to open the view schedule form wizard

5. Click Click Claim Shift

6. Click Click Yes on  on the confirmation alert window

7. The shift will be reviewed and approved or rejected by the supervisor or employer

   1. The shift remains yellow until it is reviewed

      1. If the schedule swap is approved, the shift will appear in blue on the schedule.

      2. If the schedule swap is rejected, it will be given back to the original employee.

      3. When the supervisor or employer has completed the review, the employee will receive a notification (if enabled by the organization).

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Schedules on  on the submenu

4. Click the claimed shift to open the view schedule form wizard

5. Click Click Cancel Request

6. Click Click Yes on  on the confirmation alert window

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Availability on  on the submenu

4. Click Click Actions

5. Select Create Template  Create Template from the drop-down menu

6. Complete the Create Template form wizard

   1. Template Name - Create a name for this template

   2. Time - Select the available available Start and  and End Times of  of the day

   3. Date - Select the the Dates for  for this availability template (up to 13 weeks)

   4. Days - Check the available available Days of  of the week

7. Click Save Click Save and Yes  Yes to confirm

8. Click Click Publish

9. A Review pop-up opens. Click the the Template Name checkbox  checkbox to send it to the supervisor for review.

10. Click Click Publish

11. Click Click Save

12. The schedule status has changed to Published

    1. After a supervisor or employer reviews it

       1. The availability template will turn green if it is approved and will update to Approved

       2. The availability template will turn red if it is rejected and will update to Rejected

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1. Log in to personal profile

2. Click Click Home on  on the main menu

3. Click Click Availability on  on the submenu

4. To Edit an  an availability entry: 

   1. Right-click on  on the date to edit

   2. Click Click Edit

   3. Edit the start and/or end time

   4. Click Click Save 

   5. Click Click Yes on  on the confirmation alert window to apply to this individual entry only or click click Yes to all all to apply to all entries on the same day of the week

5. To Delete an  an availability entry:

   1. Right-click on the date to delete

   2. Click Click Delete

   3. Click Yes Click Yes on the confirmation alert window to delete this individual entry only or click click Yes to all all to apply to all entries on the same day of the week

6. Add Availability Entry - Add a day of the week not specified in the availability template

   1. Click in the the blank day to  to launch the Add Availability Entry form wizard

   2. Time - Add the available Start and  and End times  times for the day

   3. Click Save and Yes to Click Save and Yes to confirm

7. Make changes to the entire template

   1. *Please note: This function is only available when the template is in Pending status

   2. Click the the Pencil icon in  in the Template column

   3. Make changes to the availability template in the Edit Template form wizard

   4. Click Save and Yes to Click Save and Yes to confirm

   5. Click Click Publish

8. A Review window opens. Click the the Template Name checkbox  checkbox to send it to the supervisor for review.

9. Click Yes Click Yes on the confirmation alert window

10. The schedule status has changed to Published

    1. After a supervisor or employer reviews it

       1. The availability template will turn green if it is approved and will update to Approved

       2. The availability template will turn red if it is rejected and will update to Rejected

Authorization Check

Hourly employees can check if there are enough authorization units and an existing authorization for future service dates. When running an authorization check, the system will alert the employee if the shift:

• Results in overtime

• Overlaps with a published schedule entry

• Exceeds the authorization balance

• Is outside of the authorization dates

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Mobile App

View Schedule

The supervisor or employer will create the employee's schedule. After the schedule has been created it will be published and will be viewable. No actions can be taken in the mobile app. The schedule is view only and is visible even when in mobile app offline mode.

1. Log in to personal profile

2. Click the Menu icon (hamburger menu) in the upper left corner

3. Click Schedules on the menu

4. View the schedule in a list format by week, today, or offered shifts with the following information included for each shift:

   1. Day

   2. Service Date

   3. Start Time

   4. End Time

   5. Employee Name

   6. Account Type

   7. Service Code

   8. Hours

   9. Status (Pending, Scheduled, Rejected, Offered, On-Call (residential program only)

Offer Shift

*Please note: This functionality is not available while in Mobile App Offline Mode.

1. Log in to personal profile

2. Click Home on the main menu

3. Click Entries on the submenu

4. Click Actions 

Select Authorization Check from thedrop-down menu

5. Complete the form wizard for the proposed shift

6. Click Verify

7. If the shift passes all the above-listed rules, a Green Check Mark will appear in the alert box and it will state "Active Authorization and unites available for this entry.". If the shift violates any of the above-listed rules, a Red X will appear in the alert box.the Menu icon (hamburger menu) in the upper left corner

8. Click Schedules on the menu

9. Locate the shift to be offered

10. Swipe left on the shift

11. Click the red Offer Shift button

12. Click Confirm on the alert to proceed

13. The shift is now in Offered status and is viewable on the Offered Shifts tab

Cancel Offer Shift (Reclaim Shift)

1. Log in to personal profile

2. Click the Menu icon (hamburger menu) in the upper left corner

3. Click Schedules on the menu

4. Locate the shift to be reclaimed

5. Swipe left on the shift

6. Click the blue Reclaim Shift button

7. Click Confirm on the alert to proceed

8. The shift is now in Scheduled Status and is viewable on the My Shifts tab

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