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Contents
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Welcome
Quick Start Guide
Preliminary Settings
Template Settings
Employee Details
Configuring Schedules
Relaxing Rules
Publishing Schedules
Getting Started
System Overview
Limitations
System Architecture
Installation Procedures
System Templates
Configuring Daily Schedules Shifts Templates
Importing Schedules Shifts Templates
Modifying Schedules Shifts Templates
Modifying Schedules Shifts Settings
Adding Shifts
Replacing Day Shift Templates
Adding New Day Templates
Modifying the Shift Name Template
Deleting Schedules Shifts
Deleting Specific Details in a Day Template
Deleting All Employees from a Specific Shift in the Day Shift
Deleting All Employees from All Shifts in the Day Shift
Deleting Selected Employees from a Shift in the Day Shift
Deleting a Shift in the Day Shift Template
Deleting All Shifts in the Day Shift Template
Employees Settings
Positions Skills and Levels
Configuring Employees Positions Skills and Levels
Configuring Employees Positions and Skills
Configuring Employees Levels
Modifying Employees Positions Skills and Levels
Modifying Employees Positions and Skills
Modifying Employees Levels
Deleting Positions Skills and Levels
Deleting Employees Positions and Skills
Deleting Employees Levels
Employees Groups
Configuring Groups
Modifying Groups
Deleting Groups
New Employees Default Settings
Employment Classification
Configuring Employment Classification
Modifying Employment Classification
Deleting Employment Classification
Regulate Employees Requests
Employees Request Type
Configuring Employees Request Types
Adding Employees Request Types
Modifying Employees Request Types
Deleting Employees Request Types
Advanced Request Policies
Configuring Advanced Request Policies
Modifying Advanced Request Policies
Deleting Advanced Request Policies
Renaming Groups
Deleting Groups
Employee Details
Configuring Employees Details
Configuring Employees Details in the Positions and Skills Field
Configuring Employees Details in the Personal Details Field
Configuring Employees Details in the Job Definition Field
De-activating Employees
Activating Employees
Modifying Employees Details
Editing Employee Personal Details
Deleting Employees Details
Editing Employees Job Definitions
Schedule Settings
Basic Schedule Settings
Schedule Names
Configuring Schedule Names
Modifying Schedule Names
Deleting Schedule Names
Start Time of Work Day
Configuring the Start Time of a Working Day
Modifying the Start Time of a Working Day
Deleting the Start Time of a Working Day
First Day of Week
Configuring the First Day of the Working Week
Modifying the First Day of the Working Week
Deleting the First Day of the Working Week
Assigning Time Period
Configuring the Schedule Cycle
Modifying the Schedule Cycle
Deleting the Schedule Cycle
Day Length
Configuring the Working Day Length
Modifying the Work Day Length
Deleting the Work Day Length
Fixed Template Number
Configuring the Number of Day Templates in a Schedule
Modifying the Number of Day Templates in a Schedule
Deleting the Number of Day Templates in a Schedule
Add a Week to Base Date
Configuring an Additional Week to the Base Date
Modifying an Additional Week to the Base Date Configuration
Deleting an Additional Week to the Base Date Configuration
Number of Days Displayed
Configuring the Number of Days Viewed in the Schedule
Modifying the Number of Days Viewed in the Schedule
Deleting the Number of Days Viewed in the Schedule
Default View Type
Configuring the Schedule Default View Type
Modifying the Schedule Default View Type
Deleting the Schedule Default View Type
Shift Names and Categories
Shift Names
Configuring Shift Names
Modifying Shift Names
Deleting Shift Names
Shift Groups
Configuring Shifts Groups
Modifying Shifts Groups
Deleting Shifts Groups
Daily Viewing Definitions
Configuring Daily Viewing Definitions
Shift Names
Shift Rank
Shift Group
Shift Time
Shift Priority
Modifying Daily Viewing Definitions
Deleting Daily Viewing Definitions
Double Shifts
Configuring Double Shifts
Configuring The Double Shifts Name
Configuring the First Shift Settings
Configuring the Second Shift Settings
Configuring the Shift Values
Modifying Double Shifts
Deleting Double Shifts
Schedule Viewing Filter
Configuring the Schedule Viewing Filter
Shift Names
Shift Rank
Shift Group
Shift Time
Shift Priority
Modifying the Schedule Viewing Filter
Deleting the Schedule Viewing Filter
Advanced Schedule Rules
Configuring Advanced Schedule Rules
Modifying Advanced Schedule Rules
Deleting Advanced Schedule Rules
Shifts Value
Configuring Shifts Value
Modifying Shifts Value
Deleting Shifts Value
Schedules
Configuring Schedules
Selecting the Week
Adding Templates
Modifying Schedules
Modifying the Day Template
Modifying Shifts
Adding Shifts
Modifying Shifts
Deleting Shifts
Reports Listing All Employees who Did Not Place a Request, Sorted by Job Description
Assigning Employees to Shifts
Preventing Employees from being Assigned to Schedules
Creating a Schedule
Reviewing the Alerts Report
Viewing Alert Reports
Viewing Alert Reports Alphabetically Sorted according to Employees Names
Viewing Alert Reports Sorted According to Priority
Addressing Alert Report Issues
Managing Vacancies in a Shift
Relaxing Rules
Publishing Schedules
Modifying Schedules
Adding an Employee to a Shift
Replacing an Employee in a Shift
Standard Procedure
Shortcut
Removing an Employee from a Shift
Comparing Employees Shifts
Adding New Shifts
Deleting Schedules
Deleting Shifts
Deleting a Shift in the Day Template
Deleting Employees from a Shift
Deleting Day Shifts
Deleting All Shifts in a Day
Deleting All Employees from All Shifts in the Day
Deleting Periods
Deleting All Shifts in a Schedule
Deleting All Employees from a Schedule
Monitoring Schedules
View Schedules by Type of Employees
View All Employees in a Schedule
View Active Employees in a Schedule
View Schedules by Employees Positions Skills
View Schedules by Type of Shift
Schedule Viewing Modes
List View
Short List
Table View
Short Table
Details
Graphs
View Shifts as Graphs
View Employees Actual Working Hours
Highlight an Employee in a Shift
Mark an Employee in a Shift
Zoom
Customer Settings
Customer Details
Password Settings
Reports
Weekly Schedule Reports
Weekly Schedule per Day Reports
Weekly Schedule per Employees Reports
Weekly Schedule Reports Listing All Employees in Alphabetical Order
Weekly Schedule Reports Listing All Employees by Job Description
Weekly Schedule Reports Listing Active Employees in Alphabetical Order
Weekly Schedule Reports Listing Active Employees by Job
Employees Schedules
Weekly Schedule Reports Listing All Employees in Alphabetical
Weekly Schedule Reports Listing All Employees by Job
Weekly Schedule Reports Listing Active Employees in
Weekly Schedule Reports Listing Active Employees by Job
Employees Requests by Name
Reports Listing Requests of All Employees Arranged in Alphabetical Order
Reports Listing All Employees sorted by Job Description
Reports Listing All Employees who Placed a Request sorted in Alphabetical Order
Reports Listing All Employees who Placed a Request Sorted by Job Description
Reports Listing All Employees who Did Not Place a Request, Arranged in Alphabetical Order
Employees Requests by Detailed Listing
Reports Listing All Requests of All Employees Arranged in Alphabetical Order
Reports Listing All Requests of All Employees Sorted by Job
Reports Listing All Requests of Active Employees Arranged in
Reports Listing All Requests of Active Employees Sorted by Job
Reports Listing Permanent Requests of All Employees Arranged in
Reports Listing Permanent Requests of All Employees Sorted by
Reports Listing Permanent Requests of Active Employees Arranged
Reports Listing Permanent Requests of Active Employees Sorted
Reports Listing All Employees Without Permanent Requests, Sorted in Alphabetical Order
Reports Listing All Employees Without Permanent Requests Sorted
Time Sheets
Reports of Shifts Details of Employees Arranged in Alphabetical
Reports of Shifts Details of Employees Sorted by Job Description
Individual Employees Shifts Details Reports the Individuals
Summarised Reports of Shifts Details of Employees Arranged in
Summarised Shifts Details Report of All Employees Sorted by Job
Individual Employees Shifts Details Reports The Individuals
Employees Index
Contacting Employees
E-Mail
Internal Message System
Text Notes
Text Messages
Employees Website
Main Portal
View Incoming Messages
Forwarding Messages Received
Replying to Messages
Sending Messages
View Sent Messages
View Accept or Reject Shift Swap Requests
Facebook
Shift Swaps Requests
Trade Shift Request
Transfer Shift Request
Request to Receive a Shift
My Shift Preferences
Configuring Shift Requests
Modifying Shift Requests
Deleting Shift Requests
Contact Sheet
EZShift - The most advanced shift scheduling software!
EZShift - Employee Scheduling Software
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