Admin Section: Overview

Modified on Wed, Jun 15, 2016 at 5:46 PM

Service Link

The SaaS subscription agreement for the use of ScheduleSource Workforce Management System services, unless a separate signed contract has been executed.

Settings Link

Name of your Enterprise Account.

- Editable by you.

- Displayed in the top left corner. Click on name to return to main home page at any time.

Code: Logon Access code.

- Not editable by you Contact ScheduleSource to change.

- Sign In code for all Enterprise Users.

Logo URL - Applicable to Recruiting module only.

- Displays organization Logo on sign in page.

Time Zone - for the Enterprise Portal.

- Set your time zone.

- Schedule and Time data, viewed in the Enterprise Portal, will be seen in this time zone.

- If separate time zones are not set for the locations, the location time zone will default to the Enterprise time zone setting.

Custom Fields – will appear in a drop-down list if have been created.

Settings Link System Tabs

Enterprise (Tab 1) – See Help Card System Settings

- These settings are set only at the Enterprise to determine functionality of the account system.

- The settings affect ALL Locations, employees, and data.

Extended Scheduling (Tab 2)

- Not applicable to core subscription.

- Custom feature for scheduling more than a 7 day schedule.

- Must be activated by ScheduleSource.

System Features (Tab 3)

- Set by ScheduleSource per your subscription.

- Core package includes: Location Scheduling, Auditing, Collaboration, and Forecasting.

- Contact ScheduleSource to discuss custom module packages.

Usage Link

Displays your Daily count for active employees deployed to a location and the billing rate.

- There is no charge for employees in the system on an ‘Inactive’ status or for ‘Active’ employees who are not deployed to a location.

Billing is based on the ‘average active employee’ usage for each month.

- Folders – Employees are counted against their default location folder to which they are assigned.

- If folders are not used (or a location is not assigned to a folder) then the employees are only counted against the Enterprise.

Billing amount may not be applicable if customer is on a signed Custom Contract.

Custom Fields Folder – See Help Card Using Custom Fields

Custom fields are available in the Sections for Enterprise, Location, User, Station, Client, and Employee.
They allow you to track additional information by creating a drop-down list of values to choose from or a text entry box.
The fields appear on the Info/Edit page of the section they are created for.
The fields and are visible to the locations, but not editable.
Must be maintained in the Enterprise Portal.
Useful for filtering and reporting as ‘user defined fields’.

Lists Folder - See Help Card Using Lists

Creates lookup lists that can be used at the location level.
They allow you to create a drop-down list of values for location selection.
Must be maintained in the Enterprise Portal.
Useful for reporting and tracking specific reasons for scheduling and swapping actions, leave requests, and special days.

Security Folder

A timestamp log of any IP Address that is locked due to a security breach of too many failed attempts to logon.
Policy to lock IP: 20 failed attempts in 15 minutes.
Must be maintained in the Enterprise Portal. An Enterprise Administrator can choose to unlock the IP address.