Admin Guides
Guides for building and publishing schedules, editing schedules, contracts, and requests.
Role Groups
Roles
- Changing Role Name or Abbreviation
- Working Role Options
- Create a New Working Role
- Copying a Role
- Add Candidacy to Working Role
- Role Equity Goals
- Deleting Candidacy to Working Roles
- Updating Candidacy for Working Roles
- Create a New Time Off Role
- Create New Time Off Block
- Edit Time Off Block
- Add Time Off Role Candidacy
- Remove Time Off Role Candidacy
Build Schedule
Passwords
Published Schedules
Notifications
Requests
Site Features
Fiscal Periods
Staff Accounts
Reporting
Edit Schedules
- How to Lock Assignments
- Add Time Off Assignment to Schedule
- Create a New Assignment
- Copy an Assignment
- Empty or Delete an Assignment
- Swapping Assignments
- Edit an Assignment Using Assignment Pop-up
- Edit an Assignment using Right Click Menu
- Delete Assignment
- Add a Note to Assignment
- Summary of Changes - History Log
- Validation of Schedule
- Bulk Assignment Changes
- Bulk Assignment Deletions
- Advanced Troubleshooting Assignments