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Manager Portal Documents

Title View
Accessing Attributes From Personal Information
Access Basic From Personal Information
How to Access the Personal Information Employee Page
Adding a Punch Overlapping Midnight
Adding Certifications
Setting Up Holidays
Managing Time Off Requests
Calendar Dashboard
Creating Basic Schedules
Daily Block Hours Transfer Process
How to Edit Time Cards
Monitoring Received Messages from Employees
GPS Registration
Group Adjustments from News Items
How to Configure Workgroups
How to Set Dashboard Preferences
How to View Overtime
How to View Incidents
How to Include GPS Location Address to a Punch
Intro to Accruals
Introduction to the Breadcrumb Trail
Introduction to Panels
How to Locate an Employee
Manually Adding Benefit Balances to Individual Employees
How to Modify Displayed Times
How to Access My Account
My Timeline
How to Prepare PBJ For CMS Reporting
Period Block Hours Transfer
Selecting Private Workgroups for Dashboard Preferences
Setting Employee Ratings
How to View the To Do List
Transfer Time to Another Workgroup
Transfer Workgroup at Time of Day
Uploading a Photo to the Employee Profile
Using Group Adjustment to Add a New Punch
Using Group Adjustment to Modify Benefit Balances
Using Group Adjustment to Add Work Schedules
Using Group Adjustment to Authorize Period Time Cards
Using Group Adjustment to Credit Dollars
Using Group Adjustment to Credit Hours
Using Group Adjustment to Perform Special Edits
Using Group Adjustment to Perform Workgroup Transfers
Using Group Adjustment to Remove a Punch
Using Group Adjustment to Send Group Messages
Viewing Maps
Viewing News Items
Viewing the Audit Trail on Time Cards
Change Leave Request Notifications for a Supervisor Change
How to Set Up Receiving of Employee Notifications
Managing My Crew Members
Introduction to Menu Items
Accessing Leave Requests from the Dashboard
How to Access Employee Rate of Pay
How to View and Change Employee Home Workgroup Assignments
How to View and Change Employee Status
How to View and Change Hourly Status
How to View and Change a Pay Class
How to View and Add Custom Fields
How to Access Leave Requests from Personal Information
Time Card and Alternative Editing Sheets
How to View Employee Schedules
How to View Employee Archives
How to View Employee History
Time Card Menu Bar
How to Approve a Time Card
How to Modify Time Card Preferences
How to Setup Schedule Patterns
How to View and Edit the Time Card Body
How to Credit Worked Time on the Time Card
How to Set up Pay to Start/End on the Time Card
Managing Notes on a Time Card
How to Remove an Employee Schedule from the Time Card
How to Add a Flex Schedule from the Employee Time Card
How to Manage Employee Scheduled Absences From the Time Card
How to Apply a Quick Schedule From the Employee Time Card
How to Address Exceptions on the Employee Time Card
How to Modify or Edit Existing Incidents or Point Values
How to Point Reports with an .XML Format to Excel
How to Modify Shared Reports
How to Access Summary Sheets
How to Prepare PBJ Files for BCG (Core)
Creating Custom Shared Reports in Core
How to Adjust Schedule Properties in Visual Scheduling
How to Change Current Assignments in Visual Scheduling
How to Remove Schedules in Visual Scheduling
How to View Candidates to Assign to Open Schedules in Visual Scheduling
How to Roll a Template Forward in Visual Scheduling
How to View the Daily Coverage Report in Visual Scheduling
How to Make a Template Inactive is Visual Scheduling
Accessing Call Off Reports
How to Approve Employee Request for Shift Pickup in Visual Scheduling
How to Enable Pickup Shift Bonus in Visual Scheduling
How to Approve Trade Requests in Visual Scheduling
How to Set up Roster Scheduling by Job
How to Create a Split Shift for Visual Scheduling
Testing
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