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. Creating and Managing Rank Structure

    2. How to Create Units

    3. How to Organize Your Units

    4. How to Set Up Work Groups

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

    6. Employee Profile: Basic Tab & Adding New Employees

    7. Employee Profile: Managing Employment & Separation Dates (Employment Tab)

    8. How to Modify Employees - Add Attributes

    9. Adding & Managing Employee's Rank

    10. How to Modify Employees - Add Units

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

    12. Assignment & Check-In - Phase #1

    1. Creating Activities & Shifts: Configuration & Best Practices

    2. Creating & Understanding Leave Types

    3. Leave Rejection Reasons - Entry, Management & Review

    4. How to Create Hours Modifiers

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

    6. How to Create Locations

    7. How to Organize Your Locations

    8. 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 Tracking Tags (Unmanaged vs Managed)

    5. How to Create Schedule Rulers

    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. Configuring and Using Cancel Assignment Reasons

    7. How to Set Up Find List Organizers

    8. Find List Organizers - Previous and Following Assignment

    9. How to Set Up Find List Usage Calculators - Hours Based

    10. How to Set Up Find List Usage Calculators - Turn Based

    11. Enable the Employee Access for InTime Web & Mobile

    12. How to Modify Notification Filters

    13. How to Create Notification Escalations

    14. Assignment & Check-In - Phase #4

    15. How to Set Up Find List Usage Calculators - Count Based

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

    2. Complete the Daily Scheduler Training

About this course

  • 45 lessons

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