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QuickStart

New to eSchedule? Welcome! These articles will help get you up and running in no time.

• QuickStart for Members
• Scheduling QuickStart
• Administration QuickStart

Newest Articles

• View Latest Articles

New Features & Release Notes

• New Feature List

Video Help

• For Members

  • QuickStart
  • Navigating the Schedule
  • Shift Bids
  • Submitting Availabiilty
  • Time Clock, Time Cards and Time Off Request (PTO)
  • Events Calendar
  • Personal Contact Info & Messaging Preferences
  • Shift Swaps & Covers
  • My Schedule

• For Schedulers

  • Scheduling QuickStart
  • Navigating the Schedule
  • Shift Bids
  • Shift Notes
  • Closing & Opening Shifts
  • Availability
  • Auto Scheduler
  • Shift Swaps & Covers

• For Administrators

  • User Account Maintenance
  • Messaging
  • Personal Contact Info & Messaging Preferences
  • Managing Distribution Lists
  • Member Report
  • Document Library
  • Forms Manager Security
  • Events Calendar
  • System Configuration Page
  • Certification Management
  • Using the Vehicle Maintenance Module
  • Working With Reports
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• Time Clock Administrators

  • Holidays
  • Authorizing Time Clock PC's
  • Payroll Export
  • Time Clock Lock

Scheduling

• Scheduling Basics for Schedulers
• Opening & Closing Shifts
• Splitting a Shift / Changing Shift Times
• Recurrences
• Open Shifts
• Shift Bid / Sign-On
• Schedule Views & Preferences
• My Schedule
• Sync My Schedule (Personal Calendar)
• Adding a Shift to the Swap Board
• Swap or Cover Requests
• Submitting Availability
• Scheduling by Availability
• Auto Scheduler
• Owed Swap Report
• Mass Add Shifts
• Scheduling Standby Shifts
• Rest Period Enforcement
• PTO - Displaying on Schedule
• Auto-Refresh Schedule View

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Time Clock

• Time Cards
• Time Clock Exceptions
• PTO Request Submission
• PTO Request Acceptance
• PTO Balances & Accruals
• PTO - Displaying on Schedule
• Deleting/Reversing Accepted PTO Request
• Holidays
• Authorizing Time Clock PC's
• Administrator Clock In/Out
• Enter Time
• Multi-Punch Clock In/Out
• Punch Report
• On Shift Report
• Absentee and Late Report
• Missed Shift Report
• Overtime Projection Report
• Transfer Shifts (formerly Process Shifts)
• Time Clock Lock
• Gross Payroll Report

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Messaging

• Messaging for Administrators
• Messaging Preferences
• Distribution Lists
• Troubleshooting Messaging

General Support Articles

• Updating the Member Profile
• Contact Information (Member Profile)
• Member List
• Setting Up Shortcut on Mobile Devices
• Forgot Password
• Forgot User ID

Administration Articles

• Adding or Inactivating User Accounts
• User Types / Roles
• Adjusting Employee Access Level
• Member Positions / Clearances
• User Defined Fields
• System Message
• Working With Reports
• Advanced Column/Report Sorting
• Logon Timeout
• Edit User ID
• User Profile Fields
• Auto-Refresh Schedule View
• Account Configuration

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Certification Tracking

• Working With Certification Types
• Working With Certifications
• Certification Reports

Form Designer

• Form Designer Basics
• Working With Form Fields
• Form Template Permissions/Security
• Working With Form Entries

Events Calendar

• Signing Up for an Event
• Working With Events

Document Library

• Managing the Document Library

Vehicle Maintenance

• Using the Vehicle Maintenance Module

Equipment Tracking

• Equipment Tracking Basics
• Equipment List
• Assigned Equipment

CE/Class Tracking

• CE/Class Tracking Basics
• Training Report
• Recertification Report
• Driver's License Report

API Integrations

• Emergency Reporting API
• API Documentation