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MySchedule - A Practical Guide
Terms in this set (16)
1st Step: go over availability with everyone.
Go to Roster, then Add availability as noted.
Can make this availability permanent or for a specific amount of time.
2nd Step: go over max duration of shifts with everyone.
Keep this information on hand so that, when adjusting shifts, you don't piss anyone off.
3rd Step: Schedule auto-populates Wednesday night.
You will have Wed, Thur, and Fri to review this schedule and edit it before it becomes officially published.
With the info collected in Step 1, most of the work should be done.
With the info collected in Step 2, you can make adjustments without angering the staff.
4th Step: Select the schedule and delete any people accidentally included.
1. Select All Schedules (shows year outlines)
- Green means Locked (Published or about-to-be)
- Blue means Open
2. Select first Blue.
3. If Availability from 1st step hasn't been performed, then select the shifts for Ivyonne and Hunter in order to delete them. That opens up shifts for the rest of the staff to fill in.
5th Step: Add people not officially with pharmacy yet
Click arrow (top), then "Filter Employees", then "All employees", then "Technician TBD1", then click on a random day in which you need the demand so that she pops up in the PS section (rather than PS/FS combo).
6th Step: Adjust schedules
Click on a given day (top blue bar) in the Weekly schedule.
- Red means unavailable or requested off.
- Yellow means conditionally unavailable, so you can ask the tech if they want to fill in.
Either drag/move schedules to place them or adjust their times, or manually add start and end times.
7th Step: Publish
Remember to do this before Friday close!
They autopopulate based on input from staff to the scheduling app. All you need to do is approve or deny them. Remember: no more than 2 people off at a given time.
Staff may ask you to manually add their requests off. Discourage this, and tell them to use the app.
Renice texts her availability each week.
Phoebe likes schedules UP TO 8 hours. (but get details from rest of staff too)
Jodie (try Mary too)
Mary, normally Jim too
Wednesday or Tuesday (flip-flops)
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