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.