Scheduling

Overview

General there are two ways to go about setting up a schedule. The first would be for schedules that are fairly static. Or in other words, schedules that don't change much. The other would be for schedules that change dramatically from week to week or pay period to pay period.

Setting Up Shifts

For either type of schedule, either those that change fairly regularly to those that don't, you must set-up Shifts.

Creating a Shift

To create a shift, you must be signed into your TimeMD.com account as a manager. See "Logging In" for more information. Once logged in, proceed to "Preferences -> Shifts". NOTE: You must have the Scheduler module activated in order to see this area.

How To

1. Click the "Create New Shift" button found in the center of the page. Or you can click the "Create New Shift" button found in the sub-nav at the top of the page.
2. Fill out the input form based on the parameters you need. An explanation of each field can be found below:
   1. Shift Name: A descriptive name of your shift.
   2. Start Date: The calendar date you wish your shift to start appearing on your work calendar. As early a date as possible is recommended.
   3. Start Time: The start time of your shift in 12-hour format. Ex: 8:00 am.
   4. End Time: The end time of your shift in 12-hour format. Ex: 5:00 pm.
   5. Est. Total Unpaid Breaks: Whether or not a break should occur during the shift. This helps in estimating the amount of actual work time that will occur during the shift. The first field asks for the number of breaks that should occur. The second field asks how long each of those breaks should be. NOTE: This has no effect to actual break times. It is only used to estimate the total work time of the shift.
   6. Subject: You may leave a message to the employee working the shift. Use this field to leave a subject.
   7. Message: You may leave a message to the employee working the shift. Use this field to leave the actual message.
   8. Delivery Area: Specify when you want your message delivered.
   9. Would you like your shift to repeat?: You can specify your shift to repeat through various types of repeating patterns.
   10. End Repeating: If you wish your shift to stop repeating at some point, you may specify the date using these fields. If you wish your shift to repeat indefinitely then leave these fields blank.
   11. Repeat Pattern: Here you may specify the repeating pattern for your shift. You have the following three choices to select from:
       1. Daily: Repeat on a daily based pattern. Ex: 3 days on 2 days off.
       2. Weekly: Repeat on a weekly based pattern. Ex: Repeat every Monday, Wednesday and Friday.
       3. Monthly: Repeat on a monthly based pattern. Ex: Repeat on the 10th of each month or you can repeat on the first Monday every other month.
3. Save the form by clicking the "Submit Form" button.