altametrics zipschedules mobile app v1 · title: microsoft powerpoint - altametrics zipschedules...

Zip Schedules

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Configurations in eRestaurant

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Enable Zip ScheduleUser will need to check “Enable Zip Schedule” flag in Zip Schedule Settings tab of My Org Admin.

Enable Zip Schedule

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There is a configuration at Org Level to control the shift offer timing functionality:

-> Until Shift Start-> Until Shift End-> Until X minutes before Shift Start-> Until X minutes before Shift End

• By default the value “Until Shift Start ” will be remain as selected.

• Shift Offer button will remain hidden if any of the above (4) parametersmet.

• These parameter is only for employee initiated shift swaps. Managers willbe able to edit, assign or offer shifts until Shift End time is met.

Configurable Shift Offer Time

Configurable Shift Offer TimeConfigurable Shift Offer Time

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Until Shift Start

Until Shift End

If the user selects “Until shift start”, then the user can offer the shift to another eligible employee until that shift is started.

If the user selects “Until shift end”, then the user can offer the shift to another eligible employee until that shift is ended.


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Until X minutes before Shift Start

Until X minutes before Shift End

If the user selects “Until X minutes before shift start”, then the user will have to enter the amount of time in the “X minutes offset from shift start/end time” which will determine the time user can offer the shift before the shift start time.

If the user selects “Until X minutes before shift end”, then the user will have to enter the amount of time in the “X minutes offset from shift start/end time” which will determine the time user can offer the shift before the shift end time.


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• There is a configuration level at Org Level to control the amount of timeprior to time off and temporary availability request date.

1. Time Off Requests Accepted Until X Days In Advance of RequestedDate

2. Temporary Availability Requests Accepted Until X Days in Advance ofRequested Start Date

• By default, the values of these parameters will remain 0.

• If the user tries to add a request after the configurable parameter thenuser will get a validation message “Time Off / Temporary Request must besubmitted X days before the requested start date. Please adjust the startdate or speak to your supervisor”.

Configurable Time Off / Temporary Availability Request

Configurable Time Off / Temporary Availability RequestConfigurable Time Off /

Temporary Availability Request

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Email ID in eHR –• The correct email-id must be present in the employee HR record.

• The employee (crew and manager) can login into the zip schedule with the same email address present in the HR record.

Email ID in eHR

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Installation and Activation Guide

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Installing Application:Install the app “Altametrics ZipSchedules” from Google Play store or App store.

Application IApplication Installation

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Activating Account:After installing Altametrics ZipSchedules, open the app and click on “Activate Account”. This will re-direct user to the sign up screen.

Account ActivationAccount Activation

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If the email address is not configured in the application, then the following pop-up message “Email Id is not active for any organization. Please contact Altametrics administrator” will be displayed.

Screen 1 Screen 2


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Enter the same email-id that was entered for the employee in the HR record in the eRestaurant. Click on “Proceed”. This will send a mail to the specified email ID with a one-time temporary password.

Screen 1 Screen 2


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Below is the sample email that the user will get that will consists the temporary password.

Account Activation

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Enter the email ID and temporary password to login into the Zip Schedules.

Account Activation

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Successful login to ZipSchedules using temporary password will redirect the user to Change Password screen where user will have to create a new password.


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After updating the new password, the user will again land to the new login screen. The user can now login with email-id and updated password.

Account Activation

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Org Selection Screen –

When an employee at multiple organizations logs in with his credentials, she/he will be redirected to the Organization selection screen. User can select the Organization in which she/he wants to login to view the schedules.

Organization SelectionOrganization Selection

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With the email ID and the new password, the user can login to the application. If the login credentials are correct, the user will navigate to the ZipSchedules dashboard.

Crew Dashboard Manager Dashboard

Dashboard

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• If the employee is shared on more than one store, then clicking on the site icon (top right corner) will display all the stores on which the employee is active.

• By default, the home store will remain selected.

Shared Employee DashboardShared Employee Dashboard

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Forgot Password –• User can reset the password in case he/she has forgot the password by clicking on

“Forgot Password” option on the login screen.

• The user will receive a temporary password on the registered email address.

Screen 1 Screen 2 Screen 3

Forgot Password

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The user will get the below password reset mail into the registered mail address.

Forgot Password

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• The user can enter the email address and temporary password which will redirect him / her to the “Change Password” screen.

• After updating the password, the user can login into the Zip Schedule.

Change Password

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Zip Schedule Functionality

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Crew Employee

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Radiator Menu for Crew –

The side bar menus for crew schedule will be different as compared to the manager employees.

• Home Team Center

• My Schedule• Time Off• Availability• Temp Availability

My Account• Profile Settings• Organization• Logout

Radiator Menu for Crew

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Home Menu–The Home menu will lead the crew employee to the dashboard screen.

Screen 1 Screen 2

Home

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My Schedule Menu -• On My Schedule screen, the user can see his/her shifts for the selected week

if the schedule for that week has been posted / approved (configurable). • The user can go to My Schedule from the sidebar menu and My Schedule tab

on the dashboard


My Schedule

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Shift Offer Functionality• User can offer his/her shifts to other eligible employees using the Shift Offer

button as highlighted. • Shift Offer Screen can be opened on clicking the Shift Offer button where all

the eligible employees for accepting the shift will be listed, along with their scheduled duration for the day below their name. User can choose from the list of employees (single or multiple) to whom the offer is to be sent.

• The user(s) to whom shift has been offered will receive a notification in “Needing Action” section (Refer to slide 58).


Shift Offer

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Time Off -• It lists all the Time-Offs that has been approved by the Manager, and the ones rejected.

Approved and rejected Time-Offs are displayed in this screen (Screen 2). • Employee can add new Time-Off request using the Add button. The employee can add

full day time off or partial day time off as per requirement (Screen 3).• Once the time off has been added or edited, the manager will receive a notification to

approve or disapprove the time off requested (Refer to slide 57).


Time Off Request

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Pending Time Off – This tab has all the Time-Off requests raised by the user, which have not been approved/disapproved by the Manager yet. One can go to the Pending Time Off screen and edit (or Cancel) the request.

Screen 1 Screen 2

Pending Time Off

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Availability -This menu shows the Availability of the employee. The employee can add new availability using the ‘+’ icon, for any particular day.


Add Availability

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Delete and Update Availability• For deleting an approved Availability, the employee needs to tap on Availability

string which displays a pop-up with Delete button, tapping on which sends a request for the same.

• Similarly, the employee can change the value in the same pop-up and tap on Update to send a request for editing the Availability.

• On performing any of the above actions, the request first goes to the Pending Availability Screen, until it is approved/disapproved by the Manager.

Screen 1 Screen 2

Delete and Update Availability

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Pending Availability Tab• It displays the modifications in Availability requested for, along with the

approved Availability. • It remains blank if there is no modification requested. Added request is

displayed with a question mark beside it (Screen 1). • On deleting an approved Availability, the request will be displayed with a cross

sign beside it (Screen 2).

Pending Availability


Temporary Availability -• This menu displays the Temporary Availability of the employee. • It lists all the Temporary Availability requests that have been approved by the

Manager, and the ones rejected. Approved and rejected Temporary Availability requests are displayed in this screen.

• It allows the employee to add new Temporary Availability request using the Addbutton.

Add Temporary Availability

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Pending Temp Availability Tab-

• On adding or editing any Availability, it first goes to the Pending Availability Screen, until approved/disapproved by the Manager.

• This tab has all the Temporary Availability requests raised by the user, which are waiting for the Manager’s approval.

• One can navigate to the Pending Temp Availability screen and edit (or Cancel) the request from there.

Pending Temporary Availability

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Profile Settings –• The employee can update his / her phone number from this screen.• Disabling “Enable Email” will restrict other users to view his/her email address.

Screen 1 Screen 2

Profile Settings

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Organization –Screen to switch between Organizations. Option available only if the employee is associated to multiple Organizations.

Screen 1 Screen 2

Organization


Logout Menu–This tab allows the employee to log out of the ZipSchedules application.

Logout

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Crew Dashboard -The zip schedules dashboard for crew schedule will be different as compared to the manager employees.

1) Request Tab - This section will include the “Needing Action” and “Awaiting Actions from Others” screens.

2) My Schedule Tab- This section will display the schedule of the employee who is login into the zip schedules.

Crew Dashboard

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Needing Action: This section shows the objects of requests which need action from the employee who has logged in.

Available Shifts: This tab displays all the shift offers for acceptance of the user that have been sent by other employees.

Screen 1 Screen 2 Screen 3 Screen 4

Shift Accept

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Awaiting Action from Others: This section shows the objects of requests which need an action from other employees who could be a Manager, when the request is for approval, or can be a crew also, when accepting an offered shift.

Time Off: Time off requests of the User are displayed here which have been raised and need manager’s approval. User can also cancel the request.


Cancel Time Off

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Available Shifts: The tab displays all the shift offers that have been accepted by the user, but are waiting for the Manager’s approval.


Decline Shift Offered

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Shift Offered: The Shift Offered tab displays the shifts that the user has offered to other employees. The user can cancel the offer (Screen 3).


Cancel Offered Shift

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Availability: The Availability tab displays all the requests regarding her/his Availability raised by the user, but are waiting for the Manager’s approval.

45Screen 1 Screen 2Screen 3

Cancel Availability Request

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Manager Employee

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Radiator Menu for Manager-

The side-screen for Manager’s login consists of the following tabs :-

• Home• Schedule

Manage• Employees

Team Center• My Schedule• Time Off• Availability• Temp Availability

Communication• Contacts• Notes

My Account• Profile Settings• Organizations• Logout

Radiator Menu for Manager

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Home Menu –The Home menu will lead the manager to the dashboard screen.

Screen 1 Screen 2

Home

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Schedule Menu –

On Schedule Tab, Manager can view the schedule of store for the week which she/he selects from the calendar, or by moving forward/backward using the side-arrows.


Schedule

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On opening a shift (by selecting), manager can view the shift details and an Options button wherein the manager can perform following actions, namely,

-> Assign to other employee -For Assign to other employee, Manager gets to select one employee from the eligible employees’ list. The shift then gets assigned to that selected employee.

-> Un-assign and Offer to other employee -On selecting Un-assign and Offer to other employees, the shift becomes an unassigned shift, and its offer is sent to the selected eligible employees from the Eligible employees list. On performing this action on any Multi Job shift, it splits the shift in Unassigned shifts tab into the ones it was constituted from, and separate offers are sent for them.

-> Delete Shift -On selecting Delete shift, the shift gets deleted from the Schedule.

Edit Shift

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Employees Menu -• On clicking on the Employees section, the manager will be able to see the list of

employees with their respective job codes and other details. • The email-ID, pay rate, etc will also be shown when the user clicks on any

particular employee. • This is configurable whether the user wants to show/hide the pay rate of their

employees.


Employees List

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The highlighted menus has been explained in the crew section and has the same functionality and screens as shown for the crew employees. Refer to the slides 23-31.

• My Schedule• Time Off• Availability• Temp Availability

Team Center Menus

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Contacts –• This tab lists all the employees along with their contact number and e-mail id.• The manager can only view the screens. These are non-editable fields.• This section will not be visible to crew employees.


Contacts

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Notes –• All the notes added in the daily schedule can be seen here by selecting the date

from calendar. One can edit an existing note, or can also add a new note in case if none is present.

• These can be added only by manager employees.

Notes

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The highlighted menus has been explained in the crew section and has the same functionality and screens as shown for the crew employees. Refer to the slides 32-34.

• Profile Settings• Organization• Logout

My Account Menus

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Manager Dashboard -

The zip schedules dashboard for manager will be different as compared to the manager employees.

1) Requests Tab- This section will include the “Needing Actions” as well as “Awaiting Actions from Others” screen.

2) Schedule Tab- This section will display the schedule of the store for the week that is selected.

3) My Schedule Tab- This section will display the schedule of the manager that is login into the application.

4) Unassigned Tab- This section will display all the unassigned shifts.

Manager Dashboard

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Request TabNeeding Action: This section shows the objects of requests which need action from the employee who has logged in.

Time Off: This tab displays all the requests of Time Off which need the manager’s approval. The manager can either approve / disapprove the request (Screen 3).


Time Off Approval


Swap Shift: This tab displays all the Swap Shift requests that need the manager’s approval. The manager can cancel (Screen 3) or assign the shift (Screen 4).

Screen 4

Swap Shift Approval

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Availability: This tab displays all the requests regarding Availability that need the manager’s approval. The manager can either approve or disapprove the request.


Availability Approval

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The highlighted tabs have been explained in the crew section and has the same functionality and screens as shown for the crew employees. Refer to the slides 37-40.

• Awaiting Actions from Otherso Time Offo Available Shiftso Shift Offeredo Availability

Awaiting Actions

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Unassigned Tab-

• On Unassigned screen, the manager can see all the unassigned shifts of the store for the selected week, and schedule the employees as per their availability.

• On opening a shift, the manager can see the Options button with which she/he can assign , offer the shift to any eligible employee and can even delete the shift.

Screen 1Screen 2

Unassigned Shifts

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The manager can assign the unassigned shifts to the eligible employee by selecting “Assign the shift” option.

Screen 1 Screen 2Screen 3

Assign Unassigned Shifts

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• The manager can offer the unassigned shifts to the eligible employee(s) by selecting “Offer shift” option.

• The employee(s) to whom shift has been offered will receive a notification under “Needing Action” section. The employee(s) can either accept or decline the shift offered by the manager.

Screen 1 Screen 2Screen 3

Offer Unassigned Shifts

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The manager can delete the unassigned shifts by selecting “Delete shift” option.


Delete Unassigned Shift

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Audit Trail Capturing in Schedule –

• Managers can view the audit trail for zip schedules action in crew schedule under audit trail tab.

• If any of the action has been performed by the manager through mobile or web zip schedules, then the device name (mobile/ web) with the user’s name and mail-id will be captured in the audit.

• The audit trail will capture the following actions taken by the manager :-

Schedule Tab -- Assign shift- Delete shift - Un-assign and Offer

Needing Actions -- Swap Shift Approval

Unassigned Tab -- Assign Shift- Delete Shift

Audit

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Audit

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Audit Trail Capturing in eHR -

• The audit trail will capture the following actions taken by the manager :-

Needing Actions - Approve availability - Approve temporary availability- Approve Time Off

Audit

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THANK YOU

altametrics zipschedules mobile app v1 · title: microsoft powerpoint - altametrics zipschedules...

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