hatrak scheduler email uson line demo hatrak schedler
TRANSCRIPT
Hatrak Scheduler
Email Us On Line DemoHATRAK SCHEDLER
Hatrak Scheduler
Email Us On Line Demo
1. Hatrak Scheduler Features
2. Hatrak Scheduler – Option 1 Schedule
3. Hatrak Scheduler – Option 2 Schedule
4. Hatrak Scheduler – Option 3 Schedule
5. Hatrak Scheduler – Hours / Days Worked
6. Hatrak Scheduler – Daily Schedule
7. Employee Profiles General Details–
8. Employee Profiles – Contact Details
9. Employee Requirements
10. Employee Assignment Exclusions
11. Administrator Login – View Employee Calendar
12. Free Form Scheduler – Employee View
13. Employee Calendar – Other Views Available
14. Employee Log In - Calendar Initial View
15. Employee Log In – Calendar View 2
16. Employee Log In – Calendar View 3
17. Employee Log In – Calendar View 4
18. Employee Log In - Calendar View 5
19. Employee Log In – Calendar View 6
20. Supervisor Log In – Accessing an Employees Request by Clicking the Request
21. Supervisor Log In – Act on Employee Requests Option
22. Supervisor Log In – Inbox – Act on Employee Requests Option
23. Assign Employee Supervisors Sub Menu Item
24. Contact Information for Hatrak Associates
25. Hatrak Scheduler Pricing Download (safe PDF file)
26. Why Choose "Hatrak" Download (safe PDF file)
HATRAK SCHEDULER TABLE OF CONTENTS
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0
Hatrak Scheduler Features:
1. Browser- Based: Runs on the internet, on your intranet and even on the desktop standalone
2. Build your own schedule without regard for defining a pattern (pattern functionality can be added as part of our custom programming services)
3. All scheduling tasks occur on one screen (with overlays). Click and enter and drag and drop functionality
4. Employee Self-Service Calendars
5. Employee Leave Management
6. Hours and Days worked Summary Report
7. Daily Schedule Reports
8. Skills, Licenses and Requirements Tracking to Help Assure the Right Person is Scheduled to the Right Place at the Right Time
9. Employee Assignment Exclusions Management
10. Database Export / Import
11. Top Notch Security
And more……
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0SETUP SHIFTS
A shift can be any length. Notice that the shift on display is for 14:30 hours / minutes
If a color code is attached to the shift the color selected will be used on schedules and reports
There is no limit to the number of shifts that can be used
Custom programming is available to set up using the funded / cost / and charged hours (billings, budget, etc.)
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0SETUP POSITIONS (POSTS)
There is no limit to the number of positions used by the Scheduler
Multiple Work Location schedules can be developed by the Scheduler
Employee Skills, Licenses and Requirements for each Position are recorded here
A position can be assigned to multiple Work Locations and to multiple Shifts
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0
There are two Hatrak Scheduler versions: the Hatrak Scheduler (the light version) and Hatrak Scheduler Plus (the professional version). This is a screen shot of an Option 1 Hatrak Scheduler schedule.
HATRAK SCHEDULER – OPTION 1 SCHEDULING
Clicking the Options Icon (to the right of the day of the week label) displays the Option 2 schedule ready for employee assignment
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0HATRAK SCHEDULER – OPTION 2 SCHEDULING
Option 2 Overlay
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0HATRAK SCHEDULER – OPTION 3 SCHEDULING
Option32 Overlay
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0
HATRAK SCHEDULER – DAYS / HOURS WORKED REPORT
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
HATRAK SCHEDULER V 1.0
HATRAK SCHEDULER – DAILY SCHEDULE
Hatrak Scheduler
Email Us On Line Demo
EMPLOYEE PROFILES GENERAL DETAILS
ID #must be unique
Display Nameis used on schedules. Edit what appearsin the cell once the First Name, Last Name, andMiddle Initialare entered towhatever short name desired to appear on schedule and reports
Employee pictures areattached to employee profiles(optional use) byclicking the Browse buttonand navigatingto the folder thatstores the images.
RETURN TO CONTENTS
Hatrak Scheduler
Email Us On Line Demo
EMPLOYEE PROFILES CONTACT DETAILS
RETURN TO CONTENTS
The employee selectedon the General DetailsUser Interface will bethe active employee onthe Contact Detailsview
Hatrak Scheduler
Email Us On Line Demo
The Skills, Licenses and Other Requirements datastored in the Setup Moduleis used here to register theSkills, Licenses and Other Requirements thatapply to them.
Emergency contacts,home phones, cell phonesAnd other types of contact information is entered here.
An Expiration Alert is themessage to be deliveredprior to an employee’srenewable Skill, Licenseor Other Requirement actualexpiration.
RETURN TO CONTENTS
EMPLOYEE REQUIREMENTS
Hatrak Scheduler
Email Us On Line Demo
An Assignment Exclusionis any reason why anemployee is not to bedeployed to an assignmentwith the exception of normalPlanned and Not Plannednot deployable reasons.
For example, sick, vacation,military leave, training, etc.would not be included as anassignment exclusion.
On the other hand, excludingan employee from anassignment on which asspouse is assigned (if that isyour policy) would be anexclusion.
The Schedulers promptyou when makingan employee assignmentthat is in conflict withan exclusion.
Step 1: Clickon the employee for whom anexclusion isbeing developed
Step 2: Enter the data requested. Be sure to enter New Reasons where requested
RETURN TO CONTENTS
EMPLOYEE ASSIGNMENT EXCLUSIONS
Hatrak Scheduler
Email Us On Line Demo
ADMIN LOG IN – VIEW EMPLOYEE SCREEN1. New Requests can not be entered or
cancelled for an employee when loggedin with administrator rights.
2. Employee calendars, accessed using Administrator Log In, may only be
viewed. Cancelling or Making Requestsare not available to the user
3. The employee requests view displays
4. Requests made and acted on requests
5. Request still pending supervisor actionare labeled as requests
6. When the label request (s) is clicked the detailsof the request appear in the box below the MakeRequests button.
7. Events recorded in the Free Form Scheduler andon the Calendar are displayed. The events recorded in the free Form Scheduler Employee View are defaulted to approved events when displayed on the calendar. These events can only be edited or deleted on the Free Form Scheduler Employee View.
RETURN TO CONTENTS
Hatrak Scheduler
Email Us On Line Demo
FREE FORM SCHEDULER – EMPLOYEE OFF DUTY VIEW
Notice the off days foremployee Adi and then go to the previous slideto see them on the Calendar as approved events.
RETURN TO CONTENTS
Hatrak Scheduler
Email Us On Line Demo
This is the assignment view.
Select an employee and click the View Work Assignment Option in the dropdown list.
Use the month toggle arrowsview assignment for previous and past months.
The month view can bechanged to a Day or Week View by clicking the buttoncorresponding to the viewYou prefer.
RETURN TO CONTENTS
EMPLOYEE CALENDAR - WORK ASSIGNMENTS VIEW
Hatrak Scheduler
Email Us On Line Demo
There are two other linksto other views
1. Overtime Worked View
Not activated
2. Employee Profile View
This link displays theEmployee Profile screen
RETURN TO CONTENTS
EMPLOYEE CALENDAR - OTHER VIEWS
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
EMPLOYEE LOG IN - CALENDAR INITIAL VIEW
A successful log in by arron defaults to aaron and View Employee Request as the default view
The active calendar cell is the day and date the calendar was accessed.
Notice the color code legend at the bottom right of the screen.
Notice that there is one request made by aaron that has not been acted on by his supervisor. The word Request preceded by the number of requests open appear in a cell where there are requests not acted on.
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
EMPLOYEE LOG IN - CALENDAR VIEW 2
To aaron it should be obvious that the 2 requests he made on 5/18/06 have not been acted on by his supervisor
Should aaron wish to view the details of these request all he needs to do is to click on the cell for the date the requests were made
Notice the details for each of the two pending action requests
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
EMPLOYEE LOG IN - CALENDAR VIEW 3
Let’s assume arron clicks on request 1
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
EMPLOYEE LOG IN - CALENDAR VIEW 4
The details of aaron’s request 1 appear on the Make Request view
Not active at this time
Not accessible by employee
The Request displayed can now be cancelled or edited.
Only the employee can cancel or edit their requests
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
EMPLOYEE LOG IN - CALENDAR VIEW 5
Aaron can make a new request from this view by clicking on the Make New Request button
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
EMPLOYEE LOG IN CALENDAR VIEW 6
The screen is now ready to accept the information regarding the new request being made
It is not required to enter e From and To times UNLESS A REQUEST IS FOR TIME OFF THAT IS FOR LESS THAN A FULL SHIFT
Hatrak Scheduler
Email Us On Line Demo
Employee requests fortime off pendingsupervisor action are marked as a request on the date the request was made by the employee
SUPERVISOR LOG IN – ACCESING EMPLOYEE REQUESTS BY CLICKING THE REQUEST
RETURN TO CONTENTS
Clicking on the label (word)Request displays the details of the requestin the box below the buttonmarked Make New Request
There are two methods a Supervisor can use to takeAction on employee requestsfor time off. The first is to click on the request details And the second is to click onThe Switch To Inbox View button
Hatrak Scheduler
Email Us On Line Demo
Notice the details ofThe action taken by the supervisor
RETURN TO CONTENTS
SUPERVISOR LOG IN – ACT ON EMPLOYEE REQUESTS
Hatrak Scheduler
Email Us On Line Demo
SUPERVISOR LOG IN – INBOX
RETURN TO CONTENTS
Supervisors have access to their own inbox from the Calendar (following a supervisor log in)
The Inbox is a handy way to view Requests without first clicking on each employee they supervise to detect pending requests
The supervisor can take action from the inbox by clicking the record they wish to work with and then completing the information at the bottom of the screen
The inbox gives the supervisor access to a history of requests
Hatrak Scheduler
Email Us On Line Demo
ASSIGN EMPLOYEE SUPERVISORS
RETURN TO CONTENTS
To permit a supervisor to access an employee’s Calendar they supervise. This is a MUST requirement
Step 1: Click on the employee name for whom an assignment to a supervisor is being made
Step 2: Select the supervisor to whom an employee is being assigned from the dropdown list
Employee designations to supervisor status occur on the Employee Profile General Details screen
Step 3: Enter the mandatory From date
Step 4: Entering a To date is optional
Step 5: Save the record
Hatrak Scheduler
Email Us On Line DemoRETURN TO CONTENTS
You are finished with the Presentation. Please direct your questions and other inquiries to:
mailto:[email protected]
Phone: 702-869-8900
Fax: 702-869-8921