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QSP Tutorials: Time Off Request Setup

Setup an approved, or even a pending, Time Off Request (TOR) for your employees, and have that appear blacked out on their worker calendar. Also, if any unaware scheduler attempts to assign a shift to them during that approved TOR time frame, a warning message will alert them. There is also the option with Utilities, and the Application Settings, to not just warn, but Restrict users from Scheduling over an approved TOR. You can also assign a security level minimum to override this setting. If a Paid Time Off (PTO) request was chosen as the specific type of TOR, this will allow for that employee’s PTO  hours to appear on the appropriate Timesheet and payroll processing reports. Watch for the step by step instructions on how to set this up.

 

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QSP Tutorials: Level 6 & 7 Scheduling Notification Setup

There are two Security Levels, 6 and 7, that are essentially the same, but with one major difference: Schedule Change vs Schedule Request. As a level 7 user, you are able to create or edit shifts, however, those changes don’t actually occur, but rather trigger an email notification be sent of the appropriate personnel of the schedule requests.  These requests, therefore, must still be manually entered by someone. Level 6 users, on the other hand, can create or edit shifts and have those changes appear instantly.  An email notification is still sent to the appropriate personnel, but the content of the email is more of an FYI to the recipient that an actual change has been made, not a request for a change to be entered. This tutorial shows how to set up these email notifications, which can also be set up to capture any time there is a Data Change (ie worker taff demographic info) for level 6 and 7 users as well.

 

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