Managed Scheduled Cost Center Assignment (Adv. Scheduler)
Guide to Assigning the Managed Scheduled Cost Center in Elevated
This guide provides step-by-step instructions for assigning the Managed Scheduled Cost Center role within Elevated. This role is intended for individuals responsible for creating and managing schedules within a cost center. It should not be assigned to employees who do not have manager-level access, as this could result in notifications meant for managers being sent to regular employees. While the Managed Scheduled Cost Center and Scheduled Cost Center assignments have similar names, they serve different purposes. This guide will explain these distinctions and how to assign them appropriately.
The Managed Scheduled Cost Center assignment is for individuals responsible for creating and managing schedules within a specific cost center. This role grants users the ability to modify and oversee scheduling activities for employees in that cost center. It works in conjunction with the user’s Security Profile assignment, which determines the level of permissions they have.
Managed Scheduled Cost Center: Grants access to create, modify, and manage schedules within a specific cost center.
The Scheduled Cost Center assignment is used to add employees to the roster for a specific location or cost center. It does not grant any scheduling management access; it only places the employee on the roster for that location.
Scheduled Cost Center: Adds employees to the roster for a particular location or cost center.
Managed Scheduled Cost Center: Grants access to create and manage schedules within a cost center.
Scheduled Cost Center: Adds employees to the roster for a location or cost center, but does not grant scheduling management rights.
Step 1: Log in to Elevated
Log in to the Elevated platform and navigate to your Employee Roster widget.
Step 2: Navigate to the Employee Profile
Search for the manager who requires a new Managed Scheduled Cost Center assignment or needs an existing one updated (e.g., due to a location change or a change in their scheduling responsibilities, such as overseeing additional schedule locations).
Use the search bar to find the employee by name or ID.
Click on the manager’s profile to access their details.
Step 3: Navigate to the Timekeeping & Scheduling Tab
Once in the employee’s profile, go to the Timekeeping & Scheduling tab.
Within this section, search for the Managed Scheduled Cost Center widget.
Step 4: Select the Locations to Manage
Locate the Managed Scheduled Cost Center widget and click the three-dot menu (ellipsis) within the widget.
From the dropdown, select Add Cost Centers to include additional cost centers.
To remove access to any cost centers, check the box next to the cost center(s) you want to remove, click the three-dot menu, and select Remove Selected.
Use the search function to find the specific locations this employee should manage.
Once you’ve located the desired locations, check the box next to each one.
After selecting the locations, click Apply to confirm the changes.
Finally, select Save in the top right corner to save your changes.
Step 5: Verify the Assignment
Ensure that the Managed Scheduled Cost Center role has been correctly assigned to the employee for the desired locations. You can double-check by reviewing their profile in the system.
For example, the screenshot below shows an employee who can manage schedules for both the Nor Cal and Point Loma schedule locations.
Who Should Not Receive This Assignment?
Employees without scheduling responsibilities: The Managed Scheduled Cost Center role should only be assigned to individuals who are responsible for managing and creating schedules.
Employees without manager-level access: This role is intended for individuals with manager-level access to scheduling and should not be assigned to those who only need to be added to rosters or have limited scheduling involvement.
Conclusion
The Managed Scheduled Cost Center role is designed for individuals tasked with creating and managing schedules within a specific cost center. The Scheduled Cost Center role, in contrast, simply adds employees to the roster for a location without providing scheduling management access. By following the correct role assignment procedures, you ensure that access rights are appropriately granted within the Elevated system.
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