Scheduler 2.0 was designed to make schedule management a breeze! To date, it is the most intuitive tool we have created. Scheduler 2.0 will allow you to make scheduling changes quickly and efficiently without having to navigate to multiple tools and screens. The goal of ESO Scheduler 2.0 is to create a single screen to update your published schedule, combining the functionality previously found in the Schedule Worksheet, Schedule Views, Batch Scheduler, and the Schedule Wizard tools. With its interactive and updated interface, our hope is that Scheduler 2.0 reduces the amount of time spent working and manipulating the schedule.
Important things to note:
The data and information that feeds into this tool functions exactly like it does on the Schedule Worksheet. It is also important to note that any employee that has access to Schedule Views will also have access to this new tool.
Currently, Scheduler 2.0 does not have its own User Group Setting. Permissions are based on the following settings:
- Employees with User Group permissions that give them access to ePro Scheduler > Scheduling > Schedule Views will have access to Scheduler 2.0.
- Employees who have full permissions to editing tools in the Schedule Worksheet will also have Scheduler 2.0 access. However, employees with limited Schedule Worksheet access will not have access to Scheduler 2.0 unless you choose to enable the Schedule Views for them.
If you have CAD Sync enabled in your database to provide RealTime Syncs, you will need continue to make updates using the other scheduling tools. Scheduler 2.0 currently does not have RealTime Sync enabled, but we promise it's coming! Changes made in Scheduler 2.0 will be synced during the Nightly Sync or you can do a manual sync. Reach out to support if you have any questions regarding this.
All changes made in Scheduler 2.0 will reflect in the Transaction Log under Administrator > Transaction Log and also in the Employee Schedule Audit by Pay Period report. This will work in the same way as changes made with any of our other scheduling tools.
To begin you will navigate to ePro Scheduler> Scheduling > ePro Scheduler 2.0 (new) . From this page you will have access to everything normally available from the Original Schedule Worksheet and the Schedule Views tools.
Drag and Drop Schedule Editing:
The drag and drop feature allows you to click on an employee's name and drag them to a different shift. You can use this to either fill an open shift by moving an employee already on the schedule to an open shift on the same day, or it can be used to swap two employees working on the same day.
For Open Shifts: Click and hold on the employee's name. Next, drag your mouse to the shift you wish to fill and release your finger to fill the shift.
For Shift Swaps: Click and hold on the employee's name and drag it to where the second employee is. Drop the first employee's name on top of the second employee's name. The first employee will fill the second employee's shift, and vice versa.
This feature will check for conflicts, qualifications and certifications before it allows you to fill the shift, just as it would if you were filling the shift with any of our other tools.
In-Line Editing on Daily View:
This feature allows you to make changes to a specific field by just double clicking on the field and changing the item instantly without opening any popups or modals.
To edit a Time or Duration, double click on the hours or minutes you wish to edit and use the up and down arrows to adjust accordingly.
To edit a Shift Name, Employee Name or Qualification, double click on the item to open the edit box. From here you can either use the text box at the top to enter the shift name or qualification you desire or scroll using the scroll bar to locate the item you want. Once you have found the item you wish to change you will need to click on it in the edit box to update it.
To save your changes you just need to click on another area of the screen and a green box will pop up in the upper right hand corner of your screen confirming the change has been made.
If the change you wish to make creates a schedule conflict or does not fit into your scheduling rules, a red box will appear in the upper right hand corner with the error letting you know why the change is not possible. Depending on your permissions you may also have the option to override the error at this point.
Auto Screen Refresh:
The Scheduling 2.0 software auto-refreshes the screen when any changes are made whether you make the changes on your screen or if another employee makes changes on their screen, it is truly a live schedule.
When another user updates the schedule you will see a blue pop up in the upper right hand corner of your screen letting you know "Another User has updated the schedule" and you will see the change reflected on your screen.
There is a search box located in the upper right hand side of the screen that will allow you to search the whole schedule by set text. For example, you can search by qualification, an employee's name, or start time of shift.
You can add as many items into the text box to narrow your search down as specific as you need.
Once you have typed in your desired search topic the schedule will automatically filter to only show items that match the search criteria.
For access to this feature you must have User Group permissions giving you access to the Schedule Wizard.
This feature allows you to update schedule items in bulk. You can first narrow down the items you wish to update by using the Search Feature detailed above.
Once you have the items you wish to update you can select the blue 'Select All' button in the upper left hand side of the screen under the Pay Period drop down.
All schedule items will be selected to edit, you can deselect any of the items that you do not wish to change by simply clicking on them.
Once you have only the desired schedule items selected, click the blue 'Edit' button located in the upper middle section of the screen.
The 'Edit Schedule Items' window will pop up and you can make the necessary change, such as earning code or cost center, then click the save button in the lower right hand side of the window.
Once your changes have been saved you will see a green popup box in the upper right hand corner of your screen letting you know the changes have been saved.
To view all of these great new tools in action please check out this video: https://vimeo.com/343318611/d2d91b4f49