Envision Cloud User Guide

Work Schedule

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Work Schedule

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Work Schedule

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The Employee Work Schedule is where you will set the hours that each employee is available for booking in the Appointment Calendar.

 

To enter the Employee Work Schedule screen, click on Employees on the Tool Bar and select Work Schedule from the drop down.

 

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EmployeeWorkSchedule

 

Copy Schedules

 

Select this button to copy schedules that you have created forward.

 

Email Schedules

 

Click this button to open a screen that will allow you to send all or a single employee their work schedule for the number of weeks that you choose.

 

workschedule_email

 

Department

 

Select a single employee department in this drop-down selection box to view only staff assigned to that department.

 

Sort By

 

Select how you would like to sort the list of employees on this screen.

 

Employee Column

 

The employee column will show the employee name and the number of scheduled hours. Clicking in the employee column will open a quick-entry screen, allowing you to input hours or a shift for multiple days at once.

 

Quick Entry Screen

 

EmployeeWorkScheduleMultiple

 

Shift

 

Choose the shift that you wish to assign to this employee. Selecting a shift here will automatically enter the times for that shift.

 


 

Entering Schedule Hours

 

1.  Click on cell (day) to the right of the employee's name you are entering hours for.

 

2.  Enter the "Start Time", "End Time" and "Type" in the section below the name of the employee and the date.

 

3.  Click the "Save" button when you have finished entering this information.

 

Employee Schedule Calendar

 

Use the Calendar in the upper left hand corner to select the week that you would like to enter an employee schedule for.

 

Type

 

Select the type of schedule that you are entering.  For example, you would select "Work" if they are working, or "Off" if they are not scheduled to work.