![]() ![]() Employees can use this articlefor step by step instructions to retrieve login information with an email address.Ĭan a Manager Reset an Employee’s Login Information?.Forgotten password? – The employee must know their username, again as a manager you can send this to the employee.As a manager, you can check this or add an email if there isn’t one Forgotten username? – The employee must know the email addressset against their user profile.If there is a confirmed email address linked to the account, the user can use the Forgot Username or Password tool on the website or the mobile apps.Sometimes people forget their username and/or password! If a user enters either of these incorrectly, they will receive an error that states ‘invalid username or password’.Simply check the box beside the employee name(s) and select the Welcome Sheet button.Managers can provide this by printing their welcome sheet or sending an email invite from the Staff tab.A brand new employee will need their initial username and password to log into HotSchedules and set up their account.V – Paste the clipboard’s contents into a cell.Views: 910 Hot Schedules Login : Login Providing Initial Login Information.X – Cut a cell’s contents to the clipboard.C – Copy a cell’s contents to the clipboard.(Hold ctrl key, press a cell, continue holding the ctrl key, select another cell, let go of all keys and type "T".) Ctrl-Click – Select multiple cells for deleting or housing.(Click the house shift, click the cell, and type "I".) "I" inserts a house shift directly to a cell. Used to override availability, for example. Can be used for House Shifts and to reassign shifts. Keyboard shortcuts will help you quickly do things like copy shifts, delete shifts, and undo changes. While you are on the Scheduling tab, press the ? key on your keyboard to view a list of all the shortcuts and an attribute guide to explain all the colored cells in the scheduler. Each manager can configure their own settings in each of their accounts. These settings will only affect your personal account. The Menu drop-down includes Auto Scheduling, copying and deleting schedules, as well as access to your personal Scheduler settings and Shortcut Key. Schedules are automatically saved within the Scheduler - no need to worry about lost work! The number of schedules able to be posted appears within a blue circle in the Post button. When you are ready to post the schedule, select the Post button, and you will be led through a series of checks and balances to ensure the information submitted is accurate.These allow you to analyze crucial data before posting.įig.10 - Reports You are easily able to assign House Shifts by selecting the House Shift and using the Smart Select tool.įig.9 - House shift manager H - In-Scheduler Reports House Shifts are determined, more often than not, through forecasting the week’s staffing needs. This shows all House Shifts or unassigned shifts. See HS Scheduling: Creating and Editing Shifts for more information on creating and editing shifts. The main schedule area shows all the shifts that have been assigned, plus availability and request information. If they have any notifications, you will be able to hover over the notification to get additional information.įig.7 - Employee notifications F - Manage Assigned Shifts See HS Scheduling: Schedule Alerts for more information about schedule alerts. Selecting a red circle next to a name will show any warnings relating to that individual. Selecting an individual’s name shows more information about them. Select Filter to show schedules filtered by Schedule type, Job, Location, Day Part and Employee Attributeįig.4 - Filter Schedules E - Additional Info/Warnings. ![]() See HS Scheduling: Forecast and or Shift Generation Required for reasons your schedule may be locked.įig.3 - "i" information icon D - Filter Schedules Please note: A schedule may be locked for various reasons, and this is a good place to check to see why. Hovering over the Information icon will show live updates on the schedule’s status. SmartView is more spread out than ClassicView but allows for more hands-on interactivity while editing shifts.įig.2 - Smart View C - "i" Information Icon ![]() Switch between ClassicView and SmartView with these toggles. ![]() Navigate from week to week using the arrows, or by selecting specific dates. In the Scheduler, you can create and post each week’s schedules.įig.1 - Overview of Scheduler This article gives a quick overview of the available functions and has links to related articles with more in-depth information. The Scheduler provides the tools needed to create schedules efficiently. ![]()
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