Security groups
In the The main area of employee management is where you describe set up the details of the employee. You set up an employee, including assigning the name of their Team Xpress account in the Accounts section. And you select . You configure what the employee can do in Team Xpress by assigning them to a Security group in the Settings section. You configure multiple groups based on what the employees need to see and do in Team Xpress.
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You have two ways to configure the security groups. 1.
In the employee profile, click the gear icon next to the name of the security group.
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Click the gear icon at the left of the screen to go to the Settings area of Schedule Xpress. Then go to Employee, and then Security Groups. (You need administrative access to see the Settings icon.)
One or more security groups will be shown. The default group is always present. That is the group that employees will be added to unless you override it in their employee record.
Each group is a set of options as shown below. You create multiple security groups when some employees need different settings from others. For example, regular employees may be required to check in and out of their shifts, whereas management might use timesheets instead of checking in and out. Or full time employees might use time off requests to indicate when they do not want to work whereas part time employees might use availability to specify when they do want to work.
There are five sections, as shown in the header at the top of the page. Tap on a section name to bring that area into focus.
Records access | The customers, sites, etc that the employee has access to |
Shifts options | Task options, and the shift details that are shown |
Modules access | The major functionality that is available in Team Xpress |
Advanced Check In/Out Options | Actions and settings related to the check-in, -out, and other ‘sliders’ |
Group members | The list of employees who use this particular security group |
Records visibility and access
This section configures what employees can see or edit (as opposed to what they can do).
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You set up the customers1, sites, services and availability types that the employee has access to. Usually these are set to All. The employee only sees shifts that are included in that list. If you schedule them for a shift customer that is not included in the list, they will not see the that shift on their view of the schedule in Team Xpress. There will still be a shift in their name, but they won’t be able to see it in Team Xpress.It is uncommon not to use All, but it is a way of letting you add items into the schedule that you do not want them to be able to see. This also affects the entry of Time sheets and Availability records by the employee.
1 Note that in your company you may use different words other than customers, sites and services.
Shifts options and field visibility
This section configures the options related to Tasks, as well as selecting the fields that the employee sees when they look at their shifts in Team Xpress dashboard or schedule.
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You configure the shift details that the employee employees will see in Dashboard and in Schedule. Choose the fields you need, and You can reorder them using the arrows.
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Modules visibility and managing access
This section configures which Team Xpress functions are available to the employeeemployees. These functions are generally visible as options at the top or bottom of the Team Xpress screenpage. Self Scheduling, Availability, Time Off, Timesheets and Time cards are configured here.
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Employees may be permitted to claim schedule themselves into Open shifts for themselves, and indicate to the scheduler their desire or ability to work.
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Employees may be permitted to enter their availability. In general this allows the employee employees to indicate to the scheduler when they would like to work. The scheduler can take this into account when the they select employees to fill shifts. When submitting their availability, optionally the employees can specify that they are making themselves available only for specific customers, sites and services. In practice these are rarely used; generally it is sufficient that the employee indicate that they can work.
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Employees can be permitted to request time off, such as vacation, sick, and other categories as defined by the scheduler. Some time off types may require management approval, whereas others may not.
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Description of Time Off
Description of Timesheets
Description of Time cards
e-Clock features
This section configures whether the employee is If a time-off type requires approval, then the scheduler will receive a notification (bell icon) that a request has been placed. The scheduler responds to the request in the Requests (clipboard icon) section.
Timesheets
Employees may be permitted to log their shift start and end times themselves after the fact, without doing a realtime Check-in and Check-out. Commonly, if employees can enter timesheets then all their eClock Check-in options are turned off.
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Adding a timesheet to a shift that is already on the schedule is similar to checking in and out of a shift.
Adding a new timesheet is similar to creating an unscheduled shift. The new shift may have the default customer, site and service as configured in the employee Setting, or employees may be permitted to select the customer, site and service from the choices specified in Records Visibility and Access (above).
Time Cards
Time cards allow the employee to see a list of the shifts that they have Worked (fully checked in and out of) as well as the total hours for the week.
Advanced Check In/Out Options
This section controls the “slider” controls that are available to employees. It configures whether employees are permitted to check-in and out of scheduled and unscheduled shifts. This section also controls whether the employee can record safety checks and breaks.
Check-in and Check-out
This section configures whether employees are permitted to check-in and out of shifts, as well as whether the employee they can check in even when they are not on the schedule. It controls timing parameters such as how early and late the employee they can check in and out relative to the shift’s scheduled times, and rounding of the in and out times. This section controls whether the employee can record safety checks and breaks
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Allow check-in to unscheduled shifts
Employees will be able to check in even if they do not have a shift on the schedule, if they fail the geo-fencing validation, or if they try to check in outside the time parameters described in the Check-in Early/Late settings.
Allow check-in to multiple shifts simultaneously
Employees will be able to check in even if they already have a shift in progress. Normally employees can be checked into only one shift at a time.
Ignore yesterday
Allow check-in or check-out of a shift on the same date as the shift only. Normally this option is not used.
Enable check-out time limits
Allow employees to check out only within the time parameters described in the Check-out Early/Late settings.
Check-in settings for scheduled shifts
Employees may check-in only within the specified amounts of time before and after the scheduled start time. The check-in time will be recorded as the shift scheduled time, or as the actual time of the check-in, or rounded to the nearest 5, 10, 15 or 30 minutes.
Check-out settings for scheduled shifts
Employees may check-out only within the specified amounts of time before and after the scheduled end time, if Enable check-out time limits is enabled. The check-out time will be recorded as the shift scheduled end time, or as the actual time of the check-out, or rounded to the nearest 5, 10, 15 or 30 minutes.
Check-in settings for unscheduled shifts
The check-in will be recorded as the actual time of the check-in, or rounded to the nearest 5, 10, 15 or 30 minutes.
Check-out settings for unscheduled shifts
The check-out will be recorded as the actual time of the check-out, or rounded to the nearest 5, 10, 15 or 30 minutes.
Safety checks
If safety checks are required of the employees, then they must submit a safety check at least as often as the specified time amount of time. Employees may submit safety checks more often if they choose. Missed safety checks may generate alerts to the scheduler.
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Record Break
If employees are permitted to record meal breaks and rest breaks, they will be recorded as the actual time of the break, or rounded to the nearest 5, 10, 15 or 30 minutes.
Group members
This section displays the employees who are in this security group. To add or remove employees from a group you go to the individual employee records and select a new group.
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FAQ and How-do-I?
Common questions
An employee has forgotten their Team Xpress password. How do I reset it?
Bla bla
How do I terminate an employee?
X
How do I rehire an employee?
X
I cannot add any more employees. What do I do?
X
How can I make a change to many employees at once?
X
Record access groups
Schedulers, managers and other staff need to be able to access employees, or select groups of employees. This is managed through Record access groups.differentgroup.
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