schedule

How do I create a rotating schedule?

How do I create a rotating schedule?

Creating a rotating schedule is a good option when you have a rolling schedule in place. This function lets you copy a schedule that you have created for the period you want. Choose a period for which you have entered the schedule that should be repeated (must be a...

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How do I make a new schedule?

How do I make a new schedule?

From the Tools menu in the Schedule (or Cockpit) module, you can choose Add New Schedule. You can have several schedules for one department/cockpit, but we recommend only one schedule in place to save time and effort.

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How do I add a shift code?

How do I add a shift code?

 From the Schedule module, you can add, maintain and work with predefined shift codes. Click the Tools icon at the top right, then select Shift Codes, to see the options.  For indepth details about shift codes, please read this article Predefined shift codes.

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Can one employee work in two departments?

Can one employee work in two departments?

Yes, if needed, you can create a shift code that divides the hours between different departments. Click on the link to see how you create an employee for several departments using a split shift code. You can read more about split shifts in this article, Split shifts...

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The Schedule Tools & View menu

The Schedule Tools & View menu

Summary This summary will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options. Intended Users Department heads Instructions Tools Spend some time to view the different functions within the Tools menu....

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Split Shifts Between Departments

Split Shifts Between Departments

Summary If needed, you can create a shift code that divides the hours between various departments. Intended Users Cockpit Owners Purpose Schedule a staff member in two or more departments during the same shift. Prerequisites: Adequate knowledge regarding the creation...

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Scheduling

Scheduling

Summary This summary will help you to understand, navigate and manage your PMI scheduling.  Intended Users Cockpit Owners Instructions For scheduling, you can choose between using the mouse or the keyboard. Until you remember the different shortcut keys, open the...

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Revise staff

Revise staff

Summary This summary will explain how to revise and add staff.  Intended Users Cockpit Owners Instructions 1. To add staff, enter the employee’s first name in the field on the left hand side. When you start typing, PMI does a search for matches in the database. If the...

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