Add User

Add a new user to the selected location.

 

 

Last Name: Enter in a 'Last Name' here. (Required field)

 

Email: Enter in an 'Email' address for the new end user. (Required field)

 

 

 

 

 

 

 

 

Note: You can skip filling out the rest of the end user's optional settings and have them add it to the 'Main tab' from the 'Profile' window.

 

Secondary emails (one per line): Option to enter in more email addresses than one.

 

Address:Option to enter in your mailing 'Address'. The mailing 'Address' is used to compute the transit time for the provider.

 

Title: Entry of a 'Title' is optional. It will be used if present, but is not necessary. (Examples: Department Chairman, Department Secretary, Scheduler, Administrative Assistant.) Usual entries would be abbreviated level of training titles such as MD, DO, PA, NP, RN, or EMT. Do not enter Dr., Mr., or Ms. in this area, which would result in printing such as Deanda, Dr, rather than the customary Deanda, MD.

 

Department: Here you have the option to enter in a 'Department' within your organization.

 

Gender: Here you have the option to select your 'Gender' from the drop down menu.

 

Time format: You have the option to choose between a '12 hour' and a '24 hour' clock. This is how the shift end and start time will be displayed.

 

Active: By default the check box will be selected.

 

 

 

Land line 1: This is an optional field. Here you can enter a residential or business line.This information will be automatically added as needed to footers and headers on emails that you send to your providers.

 

Land line 2: This is an optional field. Here you can enter a second residential or business line. This information will be automatically added as needed to footers and headers on emails that you send to your providers.

 

Mobile 1: This is an optional field. Here you can enter a cell phone number.Click on the 'Verify Number' button to receive text messages. Only providers can enable this feature.

 

Mobile 2: This is an optional field. Here you can enter a second cell phone number. Click on the 'Verify Number' button to receive text messages. Only providers can enable this feature.

 

Fax: You have the option to enter the 'Fax' number. This information will be automatically added as needed to footers and headers on faxes and emails that you send to your providers.

 

Pager: This is an optional field. Here you can enter in your 'Pager' phone number. A numeric code can be associated to pager numbers.

 

Note: You can mark any phone number private. Only administrators can view the private phone number in red. The providers will not have access.

 

 

 

 

 

 

Administrative privileges

Location Admin: Full administrative privileges within the location. Access to maintain end users, privileges, schedules, scheduler portal, shifts, shift settings, admin settings, user settings, manage category reporting, and payroll.

 

Edit All: Access to edit individual, master, request schedules, approve/deny 'Swap Meet' shifts, and 'My proposals' shifts within locations. Ability to change passwords for providers and download reports.

 

View Only: Can only view schedules within master and provider portals and download reports and schedules.

 

Receive admin emails: Receive all schedule change email notifications, 'Worked hours for a shift are edited', 'Draft', 'Requests', 'As-scheduled' publications, 'Future off Requests', 'Notifications of unassigned shifts' if enabled and 'Swap Meet' shifts.

 

Payroll privileges

Manage payroll: Administer payroll functions.

 

View payroll: View payroll activities and summaries.

 

 

 

 

 

Provider privileges

Print name: The name shown in this text field is used for printing or displaying on schedules to indicate that the provider is assigned to work a shift. Usually it will be the same as the provider's last name, modified when needed to prevent a duplication of a printed name. You can change the name used for printing if desired, but be aware that the provider selection shows the name used for printing are alphabetized according to the provider last name.

 

 

External id: This optional field can be used in the hours report as a column to track. Example: You can use it as an employee id.

 

Certify Changes: Providers who are allowed to 'Certify changes' can make changes to the schedule by certifying that they have spoken to all involved providers and all have approved the change.

 

Requires approval: If any provider involved in a schedule change is selected as requiring the schedule administrator's approval to make all schedule changes, you (the schedule administrator) will need to approve the proposed schedule change before it is changed in the schedule.

 

Modify schedules: Providers can make changes to other providers schedules (including trades and splits), change availability, and confirm worked hours for other providers when needed. All schedule changes are tracked in 'Schedule Changes' screen.

 

Approve changes: Providers with the ability to approve schedule changes.

 

Limited change proposals: Specific providers can be prevented to participate in either trade or split change proposals. It does not prevent the provider to be involved in give or take proposals.

 

Support staff privileges

View schedule: View only access to current, previous, and future schedules, provider portal, hours, and shifts reports.

View staff: View only access to staff information, 'Recall Providers', and the current schedule period.

 

View message: Access to create/send/view emails, memos, files, and text messages.

 

Receive 'day at a glance': Obtain an email notification on a daily basis displaying the scheduled shifts for the day.

 

Receive publishing notifications: Receive 'Request', 'Draft', and 'As-scheduled' publication notifications

Receive schedule changes: Receive schedule change email notifications

 

Billing contact: Receive invoices

 

 

Note: Account will not be saved until the privileges are enabled.