Advanced Schedule Questionnaire Support Videos
This article is used to assist new users with Advanced Scheduling complete the Questionnaire needed to kick off the module build.
Advanced Scheduling Overview
The video below will cover Advanced Scheduling and all settings that will go into Scheduling to help assist on completing the initial set up Questionnaire.
Scheduler Profile Overview
The video below will cover what the Scheduler Profile questions mean to help understand what you're trying to accomplish.
Understanding Cost Centers on File and Where to Find Them
During initial implementation, we must configure the Cost Centers that will be considered "Schedulable" and which Skills will apply to each. The below video will show a Company Administrator how to access the Cost Centers in order to fill out the Questionnaire accordingly.
Employee Functions Overview
Advanced Scheduler - Employee Maintenance
In order for the Scheduler to work properly you need 3 main factors assigned to the employees. You need them to have a Skill(s) assigned, they need to have a Scheduled Cost Center (different than Default Cost Center), and they must have a Scheduler ...
Advanced Scheduling - Creating a Schedule
When creating a schedule, there are a few options such as manually creating the schedule, utilizing a pre-made template (workload template), and/or templates related to POS System data, etc. All options are found in the Advanced Scheduling Tool. ...
Recorded Training - Advanced Scheduling Part 1
In this training session, we cover Advanced Scheduling and the settings required to allow the system to function as smart as possible. We discuss the differences between Basic Scheduling and Advanced and the criteria needed to allow Advanced ...
Advanced Scheduling Admin and Manager Guide
Advanced Scheduler Overview Advanced Scheduling allows for automation of schedule creation by using Skills and Scheduled Cost Centers to determine where employees can work and what the employee can or will be doing for the scheduled shift. The goal ...
Advanced Scheduling - Adding and Maintaining Skills
When it comes to Advanced Scheduling, Skills are required in order to determine what "Role" aka Skill needs to be filled on the schedule. More than one Skill can be assigned to employees and will be the title you see when creating schedules. For ...