2012 June » eSchedule | your time is our essence

Executive and District Manager level users have the ability to delete eSchedule accounts when no longer needed.

Deleting User Accounts

3 Steps

  1. navigate to the employee’s profile page
  2. click the ‘Termninate’ button
  3. click ‘OK’ to confirm account deletion

When your manager/administrator created your account an automated message was sent from eSchedule to the email address that they associated with your profile. Check your email account for this message as it contains your Login and Password info. Don’t forget to check the Spam box (sometimes things get lost).

You didn’t receive an email, or, your account wasn’t created with an active email address? No problem. Contact your Scheduling Manager, they have access to your profile to help you obtain your login information. Here are the steps your Scheduling Manager will take.

4 Steps

  1. navigate to the employee’s profile page
  2. locate the information within the ‘Email Address’ field: this is the employee’s Login details (*we recommend updating this to an active email account if not initially configured with one)
  3. click the ‘Reset Password’ to have the password reset – a temporary password will be indicated
  4. provide this information to your employee

District Manager level users (as well as Executives) can add an existing employee to the roster of any location (i.e. store, clinic) directly from their DM account. Scheduling Managers will need to contact their DM. District Managers simply need to add a Position Assignment to an employee’s Profile. A Position Assignment allows the employee to be scheduled at that given location. There is no limit on the number of Position Assignments an employee can be assigned.

4 Steps

  1. navigate to the employee’s profile page
  2. click the ‘Assignments’ header (this will open the assignments widget)
  3. use the drop-down menus to define the location, position, and skill level
  4. click ‘Assign’ to apply the assignment

Before a Scheduling Manager can create or edit a schedule they need to be granted access to the eSchedule for the desired location. Only Executive and District Manager level users have the ability to grant this access to their Scheduling Managers.

5 Steps

  1. from the eSchedule Tab use drop down menu to select a location, click ‘Show eSchedules’
  2. click the ‘Edit’ link (below the View 1 link)
  3. in the ‘Scheduling Manager Access’ area select a scheduling manager from the drop down menu
  4. click ‘Add’ button
  5. click ‘Save’ button at the bottom of the page