Hatrak Scheduler Email UsOn Line Demo HATRAK SCHEDLER

Hatrak Scheduler

Email Us On Line DemoHATRAK SCHEDLER

Hatrak Scheduler

Email Us On Line Demo

1. Hatrak Scheduler Features

2. Hatrak Scheduler – Option 1 Schedule



5. Hatrak Scheduler – Hours / Days Worked

6. Hatrak Scheduler – Daily Schedule

7. Employee Profiles General Details–

8. Employee Profiles – Contact Details

9. Employee Requirements

10. Employee Assignment Exclusions

11. Administrator Login – View Employee Calendar

12. Free Form Scheduler – Employee View

13. Employee Calendar – Other Views Available

14. Employee Log In - Calendar Initial View

15. Employee Log In – Calendar View 2



18. Employee Log In - Calendar View 5


20. Supervisor Log In – Accessing an Employees Request by Clicking the Request

21. Supervisor Log In – Act on Employee Requests Option

22. Supervisor Log In – Inbox – Act on Employee Requests Option

23. Assign Employee Supervisors Sub Menu Item

24. Contact Information for Hatrak Associates

25. Hatrak Scheduler Pricing Download (safe PDF file)

26. Why Choose "Hatrak" Download (safe PDF file)

HATRAK SCHEDULER TABLE OF CONTENTS

Hatrak Scheduler

Email Us On Line DemoRETURN TO CONTENTS

HATRAK SCHEDULER V 1.0

Hatrak Scheduler Features:

1. Browser- Based: Runs on the internet, on your intranet and even on the desktop standalone

2. Build your own schedule without regard for defining a pattern (pattern functionality can be added as part of our custom programming services)

3. All scheduling tasks occur on one screen (with overlays). Click and enter and drag and drop functionality

4. Employee Self-Service Calendars

5. Employee Leave Management

6. Hours and Days worked Summary Report

7. Daily Schedule Reports

8. Skills, Licenses and Requirements Tracking to Help Assure the Right Person is Scheduled to the Right Place at the Right Time

9. Employee Assignment Exclusions Management

10. Database Export / Import

11. Top Notch Security

And more……

Hatrak Scheduler


HATRAK SCHEDULER V 1.0SETUP SHIFTS

A shift can be any length. Notice that the shift on display is for 14:30 hours / minutes

If a color code is attached to the shift the color selected will be used on schedules and reports

There is no limit to the number of shifts that can be used

Custom programming is available to set up using the funded / cost / and charged hours (billings, budget, etc.)

Hatrak Scheduler


HATRAK SCHEDULER V 1.0SETUP POSITIONS (POSTS)

There is no limit to the number of positions used by the Scheduler

Multiple Work Location schedules can be developed by the Scheduler

Employee Skills, Licenses and Requirements for each Position are recorded here

A position can be assigned to multiple Work Locations and to multiple Shifts

Hatrak Scheduler



There are two Hatrak Scheduler versions: the Hatrak Scheduler (the light version) and Hatrak Scheduler Plus (the professional version). This is a screen shot of an Option 1 Hatrak Scheduler schedule.

HATRAK SCHEDULER – OPTION 1 SCHEDULING

Clicking the Options Icon (to the right of the day of the week label) displays the Option 2 schedule ready for employee assignment

Hatrak Scheduler


HATRAK SCHEDULER V 1.0HATRAK SCHEDULER – OPTION 2 SCHEDULING

Option 2 Overlay

Hatrak Scheduler


HATRAK SCHEDULER V 1.0HATRAK SCHEDULER – OPTION 3 SCHEDULING

Option32 Overlay

Hatrak Scheduler



HATRAK SCHEDULER – DAYS / HOURS WORKED REPORT

Hatrak Scheduler



HATRAK SCHEDULER – DAILY SCHEDULE

Hatrak Scheduler


EMPLOYEE PROFILES GENERAL DETAILS

ID #must be unique

Display Nameis used on schedules. Edit what appearsin the cell once the First Name, Last Name, andMiddle Initialare entered towhatever short name desired to appear on schedule and reports

Employee pictures areattached to employee profiles(optional use) byclicking the Browse buttonand navigatingto the folder thatstores the images.

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Hatrak Scheduler


EMPLOYEE PROFILES CONTACT DETAILS

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The employee selectedon the General DetailsUser Interface will bethe active employee onthe Contact Detailsview

Hatrak Scheduler


The Skills, Licenses and Other Requirements datastored in the Setup Moduleis used here to register theSkills, Licenses and Other Requirements thatapply to them.

Emergency contacts,home phones, cell phonesAnd other types of contact information is entered here.

An Expiration Alert is themessage to be deliveredprior to an employee’srenewable Skill, Licenseor Other Requirement actualexpiration.

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EMPLOYEE REQUIREMENTS

Hatrak Scheduler


An Assignment Exclusionis any reason why anemployee is not to bedeployed to an assignmentwith the exception of normalPlanned and Not Plannednot deployable reasons.

For example, sick, vacation,military leave, training, etc.would not be included as anassignment exclusion.

On the other hand, excludingan employee from anassignment on which asspouse is assigned (if that isyour policy) would be anexclusion.

The Schedulers promptyou when makingan employee assignmentthat is in conflict withan exclusion.

Step 1: Clickon the employee for whom anexclusion isbeing developed

Step 2: Enter the data requested. Be sure to enter New Reasons where requested

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EMPLOYEE ASSIGNMENT EXCLUSIONS

Hatrak Scheduler


ADMIN LOG IN – VIEW EMPLOYEE SCREEN1. New Requests can not be entered or

cancelled for an employee when loggedin with administrator rights.

2. Employee calendars, accessed using Administrator Log In, may only be

viewed. Cancelling or Making Requestsare not available to the user

3. The employee requests view displays

4. Requests made and acted on requests

5. Request still pending supervisor actionare labeled as requests

6. When the label request (s) is clicked the detailsof the request appear in the box below the MakeRequests button.

7. Events recorded in the Free Form Scheduler andon the Calendar are displayed. The events recorded in the free Form Scheduler Employee View are defaulted to approved events when displayed on the calendar. These events can only be edited or deleted on the Free Form Scheduler Employee View.

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Hatrak Scheduler


FREE FORM SCHEDULER – EMPLOYEE OFF DUTY VIEW

Notice the off days foremployee Adi and then go to the previous slideto see them on the Calendar as approved events.

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Hatrak Scheduler


This is the assignment view.

Select an employee and click the View Work Assignment Option in the dropdown list.

Use the month toggle arrowsview assignment for previous and past months.

The month view can bechanged to a Day or Week View by clicking the buttoncorresponding to the viewYou prefer.

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EMPLOYEE CALENDAR - WORK ASSIGNMENTS VIEW

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There are two other linksto other views

1. Overtime Worked View

Not activated

2. Employee Profile View

This link displays theEmployee Profile screen

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EMPLOYEE CALENDAR - OTHER VIEWS

Hatrak Scheduler


EMPLOYEE LOG IN - CALENDAR INITIAL VIEW

A successful log in by arron defaults to aaron and View Employee Request as the default view

The active calendar cell is the day and date the calendar was accessed.

Notice the color code legend at the bottom right of the screen.

Notice that there is one request made by aaron that has not been acted on by his supervisor. The word Request preceded by the number of requests open appear in a cell where there are requests not acted on.

Hatrak Scheduler


EMPLOYEE LOG IN - CALENDAR VIEW 2

To aaron it should be obvious that the 2 requests he made on 5/18/06 have not been acted on by his supervisor

Should aaron wish to view the details of these request all he needs to do is to click on the cell for the date the requests were made

Notice the details for each of the two pending action requests

Hatrak Scheduler



Let’s assume arron clicks on request 1

Hatrak Scheduler



The details of aaron’s request 1 appear on the Make Request view

Not active at this time

Not accessible by employee

The Request displayed can now be cancelled or edited.

Only the employee can cancel or edit their requests

Hatrak Scheduler



Aaron can make a new request from this view by clicking on the Make New Request button

Hatrak Scheduler


EMPLOYEE LOG IN CALENDAR VIEW 6

The screen is now ready to accept the information regarding the new request being made

It is not required to enter e From and To times UNLESS A REQUEST IS FOR TIME OFF THAT IS FOR LESS THAN A FULL SHIFT

Hatrak Scheduler


Employee requests fortime off pendingsupervisor action are marked as a request on the date the request was made by the employee

SUPERVISOR LOG IN – ACCESING EMPLOYEE REQUESTS BY CLICKING THE REQUEST

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Clicking on the label (word)Request displays the details of the requestin the box below the buttonmarked Make New Request

There are two methods a Supervisor can use to takeAction on employee requestsfor time off. The first is to click on the request details And the second is to click onThe Switch To Inbox View button

Hatrak Scheduler


Notice the details ofThe action taken by the supervisor

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SUPERVISOR LOG IN – ACT ON EMPLOYEE REQUESTS

Hatrak Scheduler


SUPERVISOR LOG IN – INBOX

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Supervisors have access to their own inbox from the Calendar (following a supervisor log in)

The Inbox is a handy way to view Requests without first clicking on each employee they supervise to detect pending requests

The supervisor can take action from the inbox by clicking the record they wish to work with and then completing the information at the bottom of the screen

The inbox gives the supervisor access to a history of requests

Hatrak Scheduler


ASSIGN EMPLOYEE SUPERVISORS

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To permit a supervisor to access an employee’s Calendar they supervise. This is a MUST requirement

Step 1: Click on the employee name for whom an assignment to a supervisor is being made

Step 2: Select the supervisor to whom an employee is being assigned from the dropdown list

Employee designations to supervisor status occur on the Employee Profile General Details screen

Step 3: Enter the mandatory From date

Step 4: Entering a To date is optional

Step 5: Save the record

Hatrak Scheduler


You are finished with the Presentation. Please direct your questions and other inquiries to:

mailto:[email protected]

Phone: 702-869-8900

Fax: 702-869-8921

Documents

Hatrak Scheduler Email UsOn Line Demo HATRAK SCHEDLER