shiftplanning training
TRANSCRIPT
Shift Planning
Training: Mobile Site
Agenda• Overview• Navigating• Profile• Clock-In/Out• Schedule Overview• Requesting Time Off• Logging Out
Dashboard ScreenMain Screen after Log-In*Click “Time Clock”
NavigatingMoving between sections:
Time Clock, Schedule, Requests, Staff, Training, Settings, Logout
Confirming/Updating Profile*Click “Hi Your Name”
Profile OverviewConfirm Information*Click Pencil icon to make changes
Editing ProfileTop Submitting
Navigating*Click “Time Clock”
Clock-In/Out Main Screen*Enable GPS on phone/deviceSchedule: Choose position (i.e. Crew/Office)Remote Location: Choose locationNotes: Any special notes (i.e. Travel from site to site)*Click “Save” (will say “Time Clock Has Been Updated”)
Time SheetVerify hours
Navigating*Click “Requests”
Requests Main ScreenGives Overview*Click Airplane icon
Requesting Time OffOverview of Vacation Management
Requesting Time Off*Click “From”
Selecting DateSlide Month, Day, Year requesting*Click “Set”REPEAT PROCESS FOR “To” Date
Finalizing Request for Time OffAdd a Comment (i.e. Vacation/Personal/Appointment)*Click “Submit Request”
Returning to Main ScreenClick icon in top, left cornerWill return to Dashboard
Navigating*Click “Logout”