Get started with these basic features.
As a schedule owner, I don’t want my users to be able to edit the schedule. Is that possible?
myStaffSchedule is role-based and very secure. Roles are set by the schedule Owner. Most regular staff members will be assigned the Non-Editor role. There’s no way they can edit the schedule with this role.
What is the request process, and how does it work?
1. A request can have four different states:
a. New – When initially created by a staff member (blue bubble).
b. Acknowledge – This state just acknowledges the request (blue bubble).
c. Approved – Green bubble for owners and schedule admins.
d. Not Approved – Red bubble for owners and schedule admins.
2. At each stage of the process, communications will be sent to all relevant parties.
3. All Owners and Schedule Admins receive request communications.
4. Once a request has been approved, it’s read-only.
5. Only Owners can delete an approved request. We recommend never deleting a request unless it’s meaningless.
How do I undo a request?
Create a new request, and Cancel Request – which goes through the same process as any other request.
How do I create different request types?
Only Owners can create new request types. Go to the REQUEST menu, click Request / Notice Types, then click Add.
How do I use the Timesheet feature?
On the Schedule Configuration page, click SETUP, then Schedule configuration, then select ON, by the Timesheet Feature label.
Where is the schedule Configuration page, and how do I change it?
1. The Schedule Configuration page has all of the features and settings available to schedule owners. The owner can turn on or off any feature at any time.2. Under the SETUP menu, click Schedule Configuration.
What is a My Availability schedule?
My Availability schedules are a special kind of schedule with typically just a few codes and one staff member. There are several ways to access your My Availability schedule.
1. Click the schedule name on the dashboard (in blue).
2. Select the dropdown (top left) to change schedules. The availability schedules are tied to other schedules for informational purposes.
How do I set up a My Availability schedule?
There’s a single-page form to fill out under your profile name. Click Create new My Availability schedule. To set up a My Availability schedule for a staff member, the staff member must have to user association.
What are Codes?
Codes are the basic elements of building any schedule. These are the shift types and one of the elements that appear in a cell. Common Codes are 7-3, 7p-7a, Call, Vacation, Off, etc. Once you add a code, a drop-down will appear in the cell for selection. There are many settings for codes; if you are unsure of what something means, just leave it default or blank.
What are Options?
Options (another basic element of building a schedule) are similar to codes but add another element to the cell. Common examples of Options are ALT (for Alternate selection), EO (Early out), L (Late) etc. In most cases, there will be a code with an option, like 7-3 Call, 7p-7a ALT, etc.