Logging In You can access the PACE Scheduler from anywhere with an internet connection. Each department has their own “link” where their users login and access the schedules. Typically, email is your department email, and you set your own personal password when first invited to the platform. Web Becau...
If your department has time bank/benefit time accruals (be they weekly, pay-period based, yearly, etc.) our system allows you to set these up to automatically deposit at the appropriate time and rate. You can even set these rates/frequencies on a user-by-user basis. To begin, go here: (Admin Tab -> T...
If your dept. has a lot of various, perhaps unique info when it comes to overtime, special assignments, and time-off types (perhaps multiple payroll software codes?) you can add additional custom fields to shift item profiles. These are called "Custom Special Type Attributes". To begin, go her...
If your dept. has a lot of employee info (multiple id types/numbers, emergency contact info, etc.), you can add additional custom fields to employee profiles. These are called "Custom Employee Attributes". To begin, go here (Admin Tab -> Options -> Site Settings). On the page you arrive at, the ver...
If you need additional info collected when certain items are entered/requested on the schedule (perhaps you'd like court case #'s entered on court overtimes?), then you can utilize our Custom Forms feature to dynamically display additional fields on requests and edit forms. These forms ar...
Email and text notifications appear in several places/scenarios in our software. Certain ones can be modified more than others, including setting who receives them, when they receive them, what format should be used (email vs. text vs. both), etc. Request Process Notifications Througho...
If you need to give someone elevated permissions in the site, there are two ways to do that. One of them is via "Employee Permissions", the other is via "Supervisor Rules". We are going to cover the Employee Permissions in this article. Employee Permissions dictate users' access to certain features i...
As time goes on, you'll likely need to retire/deactivate employees on your Scheduler site. You also may need to simply hide certain users from appearing on schedules. These can both be accomplished by setting a user's "Status" in their profile. To begin, go here (Admin Tab -> Employees -> Employees...
While you are creating future schedules, you may not want non-admins to see those schedules. To do this, there is a feature call "Lockout Periods" that we can utilize. This feature allows you to block non-admin users (including non-admin supervisors) from viewing those calendar periods in question. T...
Create a New Policy The software can automatically monitor your staffing levels in your dept., and warn you if/when you are under-staffed. These warnings are even included in the request process, so that you can avoid approving a time-off request that would drop you below your minimum for that ti...
MOVING PEOPLE AROUND AND HANDLING PERMANENT SHIFTS Swapping groups and schedules will be a 3-step process. (Move person to the new Group, Remove their current rotation, assign a new rotation). Don't be intimidated by all the text below, it's just very step-by-step instructions in case you need ...
When your site is first created, we typically list your Groups alphabetically, since each department has their own system for organizing shifts/groups. To change the ordering of these groups, follow the below steps. This group ordering is site-wide, so this will affect not only the Calendar Tab, ...
A person's positioning on the grid can actually be changed by clicking the little cog/gear icon in the top-left of any of the groups (which cog you click is arbitrary). That will then allow you to click & drag people around to reorder them. Once you have everyone in the order you prefer, find tha...
The Calendar tab defaults to displaying any and all user "Groups" your site has (Day Shift, Night Shift, Administration, etc. Your site likely uses different terminology). Now, what if you wanted to set up multiple different "views" of the schedule, where each one includes a specific set of us...
Your site has a defined seniority order in place that gets used when multiple people request the same Extra Shift. For exampl if you have one Extra Shift available and 3 people all said they could work it by submitting a claim request, then those 3 requests will appear together in the Pending...
I used "Remove all future shifts", but there are still shifts on the schedule? If a shift has a Beat/Zone/Area/etc. tied to it, the "remove all future shifts" option in the right-click tooltip will not remove those shifts. This is due to the way our system treats your Beat/Zone/Area Assignments. ...
For many departments, the decimals and sometimes abstract "summary numbers" don't provide enough clarity to be useful, and can even be a hindrance if your department has tons of overlapping shifts and variety to its scheduling needs. For this reason, we've created a simplified method of staffing lev...
Supervisor Rules allow you to define request flows as well as give certain people various permissions, without them having to be full site admins. These rules also dictate email/text/app notifications that are exchanged during the request process. (e.g. someone submits a request, who should be notifi...
If you have time banks enabled on your site, then our software will automatically manage time bank balances for your department. This includes deposits, withdrawals, automatic accruals, and manual balance edits. These changes are tracked and "fingerprinted" every step of the way, so users can alway...
