Course curriculum

    1. From Setup to Success: The Complete InTime DIY Standard Implementation

    2. Building Your Agency's Infrastructure in inTime: Setup the Branch

    1. How to Create Ranks

    2. How to Add Rank Details (Codes, References, and Order)

    3. How to Create Units

    4. How to Organize Your Units

    5. How to Set Up Work Groups

    6. How to Create Attributes (Skills, Certifications, Training)

    7. How to Add Employees

    8. How to Modify Employees - Basic Details

    9. How to Modify Employees - Employment Ranges

    10. How to Modify Employees - Add Attributes

    11. How to Modify Employees - Add Ranks

    12. How to Modify Employees - Add Units

    13. How to Add Login & Notification Information for Employees (User Setup)

    14. Assignment & Check-In - Phase #1

    1. How to Create Activities and Shifts

    2. How to Add Activities: Adding Sub-Groups

    3. How to Organize Your Activities & Shifts

    4. How to Create Leave Types

    5. How to Add Leave Rejection Reasons

    6. How to Create Hours Modifiers

    7. How to Add Hours Modifiers Details (Premium, Pay, Billing)

    8. How to Create Locations

    9. How to Organize Your Locations

    10. Assignment & Check-In - Phase #2

    1. How to Create Template Schedules (Manage Patterns)

    2. How to Assign Template Schedules to Employees (Unit Patterns)*

    3. How to Create Tracking Categories

    4. How to Create Schedule Rulers

    5. How to Modify Notifications Filters (Notification Settings)

    6. Assignment & Check-In - Phase #3

    1. How to Load Your Live Schedule - Template Patterns

    2. How to Create Unit Coverages (Minimum Staffing) 

    3. How to Create Location Coverages (Minimum Staffing)

    4. How to Create Employee Filter Groups

    5. How to Add Fill Decline Reasons for Posts*

    6. How to Add Cancel Assignment Reasons

    7. How to Set Up Find List Organizers

    8. Find List Organizers - Previous and Following Assignment

    9. Enable the Employee Access for InTime Web & Mobile

    10. How to Modify Notification Filters

    11. How to Create Notification Escalations

    12. Assignment & Check-In - Phase #4

    1. Complete the Employee Training; Web & Mobile Application Course

    2. Complete the Daily Scheduler Training

    3. How to Create User Roles and Add Scheduler Permissions

About this course

  • 47 lessons

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