Employee Scheduler

The Employee Scheduler feature provides the ability to set the employee’s work schedule, assign departments (if applicable), and either email or text the schedule to respective employees. Schedules may be repeated and/or modified as desired.

Verify Employee Settings for Scheduler

1. Open eLube software

2. Select ‘System Maintenance’ from top panel menu

3. Select ‘Employees / Security’ from left panel menu

4. Click on ‘Employees’ icon
   

   

   1. Double-click on appropriate employee to enable editing
      

      

   2. Select ‘General Information’ tab
      

      

      1. Email: Enter email if employee wants to receive work schedule via email

      2. Mobile Phone: Enter mobile phone number if employee wants to receive notifications via text

      3. Mobile Provider: Select mobile phone provider from drop-down menu

   3. Select ‘Schedule’ tab

      1. Email Schedule Reminders?: Select if employee wants schedule reminders via email

      2. Text Schedule Reminders?: Select if employee wants schedule reminders via text message

      3. Not Available Range #1: Select Start and End time from drop-down menu for days, if any, the employee is not available to work

      4. Not Available Range #2: Select Start and End time from drop-down menu for days, if any, the employee is not available to work

   4. Select ‘Save (F5)’

   5. Repeat steps for all other appropriate employees
      

      

Create Employee Work Schedule

1. Select ‘Business Management’ from top panel menu

2. Select ‘Employee Management’ from left panel menu

3. Click on ‘Employee Scheduler’ icon
   

   

   1. Work Week: Select desired date from drop-down calendar

   2. Select ‘Load’

      1. Copy Last Week’s Schedule: Copies the identical schedule for last work week
         

         

         
         Employee Scheduler Color Legend:
         Green: Scheduled – Hours are covered by an employee scheduled to work
         Red: Not Covered – Hours are not covered by an employee scheduled to work
         Black: Not Available – Indicates an employee is not available to work hours indicated
         

         

      2. Double-click on employee’s name to edit scheduled time

         1. This Week:

            1. Select Start time from drop-down menu

            2. Select End time from drop-down menu

            3. To split shift into segments

               1. Segment 1: Select Start and End time from drop-down menu

               2. Select appropriate “Works” from drop-down menu

               3. “Works” are created in System Maintenance, Employees / Security, Works module

            4. Repeat steps for each day scheduled to work

         2. Select ‘OK (F5)’

      3. Repeat process for each employee scheduled to work
         

         

   3. Select ‘Preview Schedule’ to view the schedule prior to printing
      

      

      
      

   4. Select ‘Print Schedule Grid’ to print created schedule
      

      

   5. Select ‘Email Schedule’ to email created schedule to employee

      1. From: Select the beginning date from the drop-down menu

      2. To: Select the ending date from the drop-down menu

      3. Employee Selection:

         1. All: Sends schedule to all employees with an email account on file

         2. None: None of the employees are emailed the schedule

         3. Scheduled and Removed: All employees who are or were scheduled to work during the selected date range

      4. Subject: Entered desired subject of the email. Use Predefined Fields, if desired.

      5. Attach Weekly Schedule Report: If selected, attaches a PDF copy of the schedule

      6. Text Box: Enter desired message to employees. Use Predefined Fields, if desired.

      7. Select ‘Send (F5)’ to send the email and also save the email template

      8. Select ‘Cancel (Esc)’ to cancel operation