How Does This Functionality Help You? 

  • Mass Update enables you to update a field for multiple employees at once.
  • Summary views enable you to see all employees on one screen.

Employees Section: Summary Tools
The Tools folder contains summary views and mass update features for all employees.

Mass Update

Use this tool to see all employees on one screen and update a field for multiple employees at once. You can also use this window to sort your employee information by column.

  1. Select Mass Update in the Tools folder. 
  2. Status and Username are displayed for viewing only. 


  3. Choose the field you want to update. Field update options are:
    - Min hours/week Max hours/week
    Max days/week Max hours/day 
    Max shifts/day
    - Pay/Hour 
    - Crew 

  4. In the entry box after the = sign, enter the new data for the field.

  5. In the Update column, select the check boxes for the employees that are being updated.
    - Select All auto selects all employees
    - Reset clears all boxes checked 

  6. Select Update.

Station Skills

Use this tool to see each employee and the station to which they have been assigned.

  • The summary page always shows only all Active employees. The Options Tab filters are ignored and do not apply to this page. 
  • Columns can be re-ordered and data can be sorted in any column:
    - Name
    - Crew
    - Assigned Stations

  • To reorder: Hold mouse in the middle of the column for the drag and drop cursor. 
  • To sort: Hold mouse over the name of the column, click with finger pointer. You can sort in ascending or descending order. 
  • Click on the employee name to go to the employee station page where assigned stations are listed and skills can be added or edited.

View Availability
  • Choose your week or day by using the scroll arrows or type in the date (mm/dd/yyyy).
  • Options Tab filters and group choices can be applied. Inactive employees are shown unless you filter to active status only or group by status to identify inactive.
  • Click on the employee name to go directly to the employee available page for editing.
  • Week view – Each cell in the grid lists the availability and source that is being used.

    - Capital letters list the type of availability profile used: Global, Local, DATEBASED, ALT, or blank (no profile was entered) 
    Colors indicate hours available:
      --- *Green = 24/7
      --- Yellow = Hours are listed
      --- Red = OFF or  

  • Day view – Shows availability with bar chart and total hours.

  • Heads view - Shows the number of heads in 30 minute intervals. One day view.

View Individual Availability Calendar summary
  • On the individual Employee, Availability Tab the monthly calendar displays the availability being enforced for each day.

  • Key examples: 
    Block times in black show Global (or Local) entries: On the 21st, availability is (8am-6pm) with the preferred work times in blue {10:00a-4:00p}. * means 24/7 availability.
    Shaded in brown is date-based availability. (on the 13th and 14th) 
    Shaded in light yellow is alternate availability.
    - On the 20th, the + sign to add is replaced with an [x] to delete the Single Day Override. 
    OFF days are in red. (on the 13th and 18th) 
    The current day is the bright yellow cell. (on the 17th).

Update Availability

Use this tool to select employees and change their rank, available times, preferred times, global and local profiles, and date-based profile.

  1. Select Update Availability.

  2. To update many employees' availability, select the check box by the employee name(s) in the Update column or use Select All or Reset.

  3. To enter new availability profile times, complete the New availability profile fields. Select whether the employee is ON or OF, the rank date 1 = low 9 = high, and type the available times and preferred times.

  4. Select one of the following.
    Add/Replace GLOBAL
    Add/Replace LOCAL

  5. Select Update.

  6. To delete many employees' availability profiles, select the check box by the employee name(s) in the Update column or use Select All or Reset.

  7. Select DELETE GLOBAL Profile or DELETE LOCAL Profile and select Update.

  8. To enter, replace, or delete a DATE-BASED Profile, select the Action using the drop-down list.

  9. Enter the employee Name and the Date Range.

  10. Select Update.
    Important: You can also reset all employees' availability to Off by selecting Add/Replace Global Profile. This forces employees to enter their new availability before they can be scheduled to work. For example, when part-time students at a university receive a new semester class schedule, it may be helpful to have them enter new availability based on that schedule.

Manage Leave

For information on using Mange Leave, see Employees Section: Manage Leave.

Setup Rotations
For information on setting up rotations, see Employees Section: Setup Rotations.