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    User guides

    Schedulers: the weekly loop

    You keep the roster running. This is the rhythm most schedulers settle into: a few minutes each morning, and a little more when a new period is due.

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    Before you start

    10 minutes a day, 7 steps. The same journey, with a picture of each screen, is in the stand-alone guide, ready to print.

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    1. Check Today

    Today gathers what needs you, most urgent first, so you don't have to hunt.

    1. Open Today. Read the four numbers at the top.
    2. Work down Needs you. Each line has its own button: Fill it, Pick, Approve, Review.
    3. Glance at Today's shifts and Away today.
    What you'll see: Needs you: red is urgent, amber is worth a look.

    More: The overview, for managers

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    2. Fill open shifts

    eTime only suggests people who can legally take a shift, ranked by cost, fairness and wishes.

    1. On the roster, select an open tile, or press Fill it on the status line.
    2. In Fill vacancy, pick from Who can take it and press Confirm.
    3. Or use the suggested fix bar: Apply takes the best idea, More ideas shows others.
    4. To put anyone on a shift, press an empty day (a + shows), or + Add under a shift in the Shift types layout. Pick from the list.
    What you'll see: Suggested fixes, and a shift eTime filled on its own.

    More: Suggested fixes and auto-fill

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    3. Handle sick reports and offers

    When someone reports sick, their shifts are offered to colleagues who can legally take them. You only pick.

    1. The status line tells you who is off sick and what needs covering.
    2. Select the open shift and press Offer to all … who can take it. Everyone gets it at the same time.
    3. When people say yes, Needs you shows it. Press Pick, then Pick … on the best yes.
    What you'll see: The status line points at the shift to fill.

    More: Offer a shift to everyone who can take it

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    4. Approve swaps

    Staff arrange swaps between themselves. eTime only offers legal ones, so you just say yes or no.

    1. Swaps waiting for you are at the top of Needs you.
    2. Read what changes and what it costs, then press Approve or Say no. Both people are told.

    More: Who approves a swap

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    5. Generate the next period

    Two weeks before a period ends, eTime reminds you to plan the next one.

    1. When the card says Plan the next period, press Start the next period. It copies the shifts with nobody on them.
    2. Press Generate roster.
    3. Check it: red rings, open must-cover places, and the hours column.
    What you'll see: A fresh period, ready to fill.

    More: Plan the next period

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    6. Publish

    Publishing sends the new roster to your team. People with shifts get a notification, if they have turned them on.

    1. Press Publish, or Publish changes for later edits.
    2. If the button is grey, a rule is broken: fix it first.
    What you'll see: The chip says when there is something new to publish.

    More: Publish

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    7. Approve hours, check costs and export payroll

    Pay is worked out from approved hours, with night, weekend and overtime pay.

    1. On Time, press Approve … that match to approve every entry within 15 minutes of the plan. Look at the rest one by one.
    2. On Costs, choose Worked to see pay from approved time.
    3. Under Payroll export, choose your mapping and press Download.
    What you'll see: The budget bar on Costs.

    More: Costs and payroll

    Something unclear or missing? Email support@etime.my.