WorkSchedule.Net - Help

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• Getting Started
  • Quick Start for Scheduling
    • Step 1: Initialize the current week
    • Step 2: Make adjustments to the current week
    • Step 3: Post the schedule
• Overview
  • Logging in
  • Browser Compatibility
  • Understanding time blocks
  • Double scheduling
• Manager Area
  • Main Work Area for scheduling
  • Setup Menu
    • Users Setup
    • Categories
      • Understanding Categories
      • Categories Setup
    • Departments
    • Areas
    • Tasks
    • Time of day
    • Time off
    • Time Off Accounts
    • User Defined Categories
    • General Options
    • Template Setup
    • Rules
    • Clock IPs
  • Managing users
    • User account
    • Modifying many users at once
    • Modifying qualifications for many users
  • Scheduling
    • How to create the schedule
      • Setting up the recurring schedule
      • Initializing the current schedule
        • Modifying the current schedule
      • Posting the current schedule
    • Templates
  • Attendance
    • Initializing from the schedule
    • Using the time clock
    • Modifying the attendance
    • Exporting to Quickbooks
    • Finalize Attendance
  • Availability
    • Recurring Availability
    • Current Availability
  • Using the time block editors
    • Views
      • Cross-sections
      • Sorting
      • Navigating through time
      • View range
      • Show Conflicts/ Show all Main Groups
      • Color schemes
      • Other View Settings
    • Manipulating time blocks
      • Properties of a time block
        • Simple click to edit a time block
        • Entering dates and times
      • Adding time blocks
        • Adding - Single Employee, Single Day
        • Adding - Single Employee, Multiple Days
        • Adding - Multiple Employees, Multiple Days
          • Adding - Multiple Employees, Single Day
        • Adding - Open (unassigned) time blocks
      • Selecting time blocks
        • Selecting and unselecting individual time blocks
        • Selecting and unselecting a day
        • Selecting and unselecting a group
        • Selecting all time blocks in view
        • Unselecting all time blocks
      • Editing time blocks
      • Removing time blocks
      • Copying time blocks
      • Moving time blocks
      • Assigning employees
      • Drag-and-Drop Employees
      • Changing properties of many time blocks at once
      • Changing Selection Mode
      • Instant Schedule Alert Button
      • Suppress Double Scheduling
      • Undo
    • Shift Information Box
      • Time block information
      • Employee information
      • Get best fit
      • Time block history
      • Check double scheduling
  • Automation
    • Setting up Rules
      • Eliminating rules
        • Max hours rule
        • Daily hours
        • Qualification rule
        • Schedule only when declared available
        • Do not schedule when declared unavailable
        • Separation rule
        • Max days in a row
        • Separation rule if different locations
        • Only Schedule Bidders
      • Preference rules
        • Factor of Importance
        • Grades
        • Employee preference
        • Least hours so far
        • Least hours so far by category
        • Employee rank (lowest)
        • Employee rank (highest)
        • Employee rank by category
        • Employees by lowest pay rate
        • Employees by lowest pay rate for the category item
      • Custom rules
      • Using rules to restrict swap and sign up
    • Auto-schedule feature
    • Show conflicts feature
    • Best Fit feature
  • Scheduling time off
    • Setting up time off features
    • Approving and declining requests for time off
    • Manually scheduling time off
    • Modify time off types
    • Time Off Cancellation Requests
    • Time Off Accounts
      • Setting up time off accounts
      • Time off ledgers
      • Balance Transfer
  • Other communication with employees
    • Creating help for Employees
    • Using the billboard
    • Emailing employees
  • Reports
    • User Report
    • Phone Number Report
    • Hotline Report
    • Time Off Report
    • Who's On Report
    • Hours Report
    • Cost Report
    • Customizable Reports
      • Custom Time Block Report
      • Custom User Report
      • Custom Category Item Report
  • Printing and Exporting
  • Payroll Export
  • Exporting Raw Data
• Employee Area
• Schedule HOTLINE
  • Manager setup
  • Employee access
• FAQ

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