User Guide

▲To sign up as a new user on the Home page, click on the "SIGN UP NOW" link (located on the right, in the first box, in blue text). This will open a new window.

▲In the new window, entitled "SIGN UP AS A NEW USER", fill in the information completely, and click the SUBMIT button at the bottom of the page. This will bring up a login Information Page. It is strongly recommended that this page be printed out and kept for future reference in the event that you login information is forgotten.

▲ After you have printed out the page, click the CLOSE button to continue to the Main Interface Page.

▲The next step is to fill in the "Company Profile". Click on the "Company Profile" link in the left blue panel under Company Setup, and a new window, "Company Profile" will appear. Fill in the information and click the UPDATE button at the end of the page. Scheduler will save the company profile information. Click the "CLOSE" button at the end of the page, Scheduler will close the window and lead you back to the Main Interface Page.

▲ Next step is to add new or edit existing shifts for your company . Clicking "Add New" button to add a new shift and clicking "Select" link under "Modify" column to edit an existing shift. You can also edit a shift's Senior Staff Number, Staff Number and Expired Status by directly modifying them in the table and then clicking "Update" button to save your modification..

▲Next, click on the "Employee Profile" link under "Employee Setup" on the Main Interface Page. For first time users, only the "Add Employee" option will be available. Fill in the information for each employee and click SAVE. In the top right corner of the page, a drop down menu allows you to view active, inactive, or all employees.

▲ Next,  you can edit the shift information related to every employees. Clicking the link under column "Shift Set" will display an employee's shift information, such as the shifts this employee can attend, the maxium shifts this employee can take and if automatically add new shift to this employee.

▲Next, let employees to block the shifts he is not available in the "Employee Time Entry " page. 

▲Next, In "Company Shift Arrangment" page, you can arrange the shifts according to the availability of your staff and other conditions.  Clicking any cell  designating a shift in a specific date will display the available employees and unavailable employees. You can choose one employee for this shift. clicking button "Auto Scheduling" will arrange shifts auto matically according to the availability of your staff and other preset conditions.

▲ Scheduler also provides industry-leading management reports for current and prior years. Our reports are available to print or view from your PC.

▲ Scheduler allows you to create multi-users for your company. You can define a unique access option for each user. Click on "User Access Options" under User Setup to do handle the access functions.