Page Comparison

Overview

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The Scheduler section is where Admins can create schedules that they assign to their employees as well as review Schedules. In this article, we will cover how to review and delete Employee Schedules as well as review the Schedule Status in this new section of the Scheduling Module.

Check Employee Schedules

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1. Log in to the Admin Portal

2. Click on Scheduler option under Time Menu item

3. All Schedules (Pending or Confirmed) will appear In the left navigation menu click Time → Scheduler

4. All schedules, pending and confirmed, will be displayed on the calendar

   

5. Moving your cursor over the cards within each date displays brief details for that schedule. The details displayed are

   1. Schedule Title

   2. Employee Name

   3. Account Name

   4. Schedule Status (explained here)

      

6. If you would like to edit the Schedule, simply click on the schedule card

Delete Schedules

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1. To delete a Schedule, simply click on the Schedule to see its details and select the Delete button at the bottom left

   

Filtering Schedules

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1. On the top header of the Scheduling Calendar, you may select from Three different Filters including

   1. Status

      

   2. Officer

      

   3. Account

      

Switching Calendar View (Monthly, Weekly, or Daily)

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1. By selecting one of the three buttons below you can change the view of how many Schedules are displayed

   

2. Selecting Week view will allow you to see the total hours schedules for each day and the total for the week

   

Overview

Check Employee Schedules

Delete Schedules

Filtering Schedules

Switching Calendar View (Monthly, Weekly, or Daily)