Filters
Provides an overview of contact logs, definitions of the fields, and a table of all contact log status outcomes.
Provides instructions on how to set up text messaging as a contact method.
Provides instruction on how to add a detail code when adding a work code.
Provides step-by-step instructions for adding a note to a work code.
Demonstrates how to add a work code to the personal calendar.
Provides step-by-step instructions on how to deploy extra positions onto the roster.
Provides step-by-step instructions for how to manually move employees around on the roster.
Demonstrates how to edit a work code on the personal calendar.
Provides instructions on how to edit and edit without rules on the roster.
Provides step-by-step instructions for how to fill vacancies using Fill by Rules.
Provides an overview on the various ways to fill vacancies
Provides the purpose of fixing and finalizing the roster and the steps to peform them.
Provides an overview on the home page experience.
Demonstrates the types of issues that may appear when adding, editing, or removing work codes.
Provides instructions on how to manage employee time off requests.
Provides instructions on how to navigate the roster.
Provides an overview of outbound activity logs, definitions of the fields, and a table of all outbound statuses and their description.
Provides step-by-step instructions for using outbound to offer work opportunities.
Provides step-by-step instructions on how to remove a work code and the reasons why an employee may not be able to remove them.
Provides instructions on how to set up roster filters.
Provides step-by-step instructions on how to disable both whole units and individual positions.
Provides instructions on how to create contact methods in UKG TeleStaff.
Provides step-by-step instructions for verifying Multi-Factor Authentication via email or application.
A cover request is a type of employee scheduling request that allows an employee to ask another employee to work their shift for them, without trading shifts. Cover requests are submitted and tracked from the employee calendar and can require manager approval or be approved by the system automatically, depending on an organization’s needs.
Schedule rules are guidelines that organizations must enforce or monitor in the schedule. They are typically determined by organizational policies; union rules; national, state, or local regulations; or regulatory board guidelines. An example of a schedule rule is that registered nurses in the surgical unit cannot be scheduled for more than 50 hours a week.
A scheduling location is the area of an organization’s business structure where an employee is assigned to work, for example, a specific unit or department and job. Managers need to select a scheduling location in the schedule to access certain features in the solution, such as the ability to work with open shifts or employee availability.
A shift pattern is a collection of recurring shifts that frequently apply to one or more employees. Shift patterns can easily be assigned to employees, making it easier for managers to create schedules. An example of a shift pattern is 0700 to 1530 Monday through Friday.
A shift swap, sometimes called a shift trade, is a scheduling action that occurs when two employees exchange their scheduled shifts. This can happen manually when a manager switches the assignments of two employees in the schedule, or as the result of an approved shift swap request.
A skill is a specialized ability or attribute of an employee that can be tracked in the system to match the right employees with the right shifts, such as language fluency, communication skill, and so on. Skills do not expire.
A shift is a specific span of time that an individual employee works or is scheduled to work. A shift includes start and stop times and could include any breaks. An example of a shift may be 0700 to 1530, where employees have a 30-minute unpaid meal break.
Staffing refers to tasks related to maintaining work coverage during the current schedule period, especially in the current 24-hour period (Today/Tomorrow). The solution provides tools that help staffing officers or managers maintain staffing needs when changes to the schedule or workload occur.
When employees call out sick, or an unexpected need to cover extra shifts comes up in the schedule, managers and staffing officers need to identify and contact available employees quickly. The Call List is a tool that helps managers find and staff the best qualified shift replacements when these situations occur.
Provides an overview of the out of assignment icon and the reason it displays on the calendar.
This job aid provides step-by step instructions for updating your password in the UKG TeleStaff Cloud solution.
This job aid provides instructions regarding how to manage work codes during the period that crosses over time change.