Administrator Basics
This course is designed for administrator users which is a role with full permissions for scheduling purposes in InTime. This course covers the core scheduling setup functions (Estimate Time - 60 to 90 minutes).
Employee Profile: Basic Tab & Adding New Employees
Employee Profile: Managing Employment & Separation Dates (Employment Tab)
Employee Profile - Attributes Tab
Employee Profile - Adding & Managing Employee's Rank
Employee Profile - Assigning an Employee to a Unit
User Setups, Access and Notification Email
Creating Activities & Shifts: Configuration & Best Practices
How to Setup Units
How to Organize Your Units & Groups (Unit)
Creating and Managing Rank Structures
How to Setup Locations
How to Organize your Locations (Location)
How to Add Attributes
How to Create Filter Groups
Creating and Understanding Leave Types
Leave Rejection Reasons - Entry, Management & Review
How to Setup Unit Coverages
How to Setup Location Coverages
How to Setup Cancel Assignment Reasons
Tracking categories and Tags
How to Setup Work Groups
Template Schedules (Create / Manage Patterns)
Template Schedules (Adding employees Unit Patterns)
Template Schedules (Loading into work schedule)
Admin Annual Planning Checklist
Before you go...