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This page provides an overview on navigating the Service Schedule Employee List page.

These are related topics of the page

  • Introduction

  • Navigating the Service Schedule Client Employee List Page

  • Navigating the Service Schedule Employee Record Page

  • Review a Service Schedule Employee record

Introduction

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A consolidated listing of the core supports and direct services provided to the participant by the employee. From this listing you can review the details of the employee that delivered the service and their accompanying timesheet, service overrides and travel costs. The Service Schedule Employee list page is accessed by selecting the Employees > Employee Shifts sub menu.

(blue star) The column structure of the Service Schedule Employee list can be modified so that it lists information that makes it easier for you to identify and review client services / employee timesheets, for further information on this activity refer to the topic related with customising tables views.

Navigating the Service Schedule Employee List Page

Expand
titleClick to expand and preview the fields and objects that comprise the Service Schedule Employee list page

The following is an outline of the fields and objects that comprise the Service Schedule Employee list page:

  1. Record View: This is a drop down field that allows you to select from a list the record view that will be used to display the records in accordance with the criteria associated with the selected view, example inactive, active, unscheduled or scheduled.

  2. New: This feature is not applicable for the Service Schedule Employee List.

  3. Edit: This feature is not applicable for the Service Schedule Employee List.

  4. Change Employee: This feature is not applicable for the Service Schedule Employee List.

  5. Bulk Complete: This feature is used to set the Complete field value to Yes on one or more records.

  6. Filter: This feature enables you to display records within the Service Schedule Employee List based upon specification of one or more search criterion's.

  7. Delete: This feature is not applicable to the Service Schedule Employee List. DO NOT DELETE RECORDS.

  8. Export: This button allows you to export service data to a csv file. Data exported will be influenced by the selected service schedule - Employee list view.

  9. Search field: These fields are used to refine the records listed within the service schedule employee list datagrid. Search

Navigating the Service Schedule Employee Record Page

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Expand
titleClick to expand and preview the fields and objects that comprise the Service Schedule Employee record page

The following is an outline of the fields and objects that comprise the Service Schedule Employee list page:

  1. Employee name: This label identifies the employee with the service schedule.

  2. Save: This button is used to update the service schedule will changes.

  3. Calc Travel: This button clears the the information listed within the Travel From Address and Travel To Address fields.

  4. Deactivate: This button is used to adjust the activity status of the service schedule employee record.

  5. Notes: This button provides access to the notes function. Notes can be retained against the service profile thereby tracking actions and communications

  6. Service Schedule: This is a drop down down field that by default lists the particulars of the client service that the employee was rostered to. The information listed includes the client/group name, service type and date of service

  7. Employee: This is a drop down down field that by default lists the name of the employee rostered to the service. The value listed within this field SHOULD NOT be altered.

  8. Service total: This field lists the rostered employees service charge based upon the employee base rate * service duration.

  9. Expense total: This field is not used.

  10. Total Amount: This field lists the Service total.

  11. Confirmed:

  12. Completed:

  13. View timesheet:

  14. Override:

  15. Hourly Rate:

  16. Override Start time:

  17. Override End time:

  18. Hours:

  19. Calculated Travel From:

  20. Pay Travel Mileage:

  21. Charge mileage to Client:

  22. Mileage:

  23. Mileage Rate:

  24. Mileage Pay:

  25. Pay Travel Time:

  26. Travel time (hours):

  27. Travel Time Rate:

  28. Travel Time Pay:

  29. Travel From Address: This field will be blank unless travel is applicable with the client service. Where travel is payable this field will list the address from where the travel journey originated.

  30. Travel To Address: This field will be blank unless travel is applicable with the client service. Where travel is payable this field will list the address at which the travel journey terminated.

  31. Expenses: This feature is not used. Service expense are registered as line items on the service schedule.