Recorded Training - Advanced Scheduling

Recorded Training - Advanced Scheduling

Register below to attend our live Advanced Scheduling training, where we'll walk through the setup, scheduling process, and best practices for getting the most out of Advanced Scheduling. You'll also have the opportunity to ask questions and learn from our trainers in real time.

If you'd like to explore the material on your own, we've included two self-paced training videos below. Each section also includes supporting articles with step-by-step instructions to reinforce the training and serve as a helpful reference as you begin using Advanced Scheduling.



Part One
Part One covers the differences between Basic and Advanced Scheduling, the required settings, and the criteria needed for Advanced Scheduling to function effectively.
  1. Schedule Settings
  2. Skills (What)
  3. Cost Centers (Where)
  4. Workload Templates
  5. Scheduler Profiles (Employee Rules) 
  6. Employee Maintenance (Skills, Scheduler Profiles, Scheduled Cost Centers 
  7. Employee Availability and Preferences 
  8. Manager Maintenance (Allowing Managers to Create Schedules)



Part Two
Part Two walks through creating and publishing schedules, employee functionality, and common troubleshooting steps, including how to resolve issues when employees do not appear in a schedule.
  1. Creating a Schedule
  2. Employee Swap/Request for Coverage
  3. Reports




Employee Resources