Employee security groups

You set up the details of an employee in the main area of employee management, including assigning the name of their Team Xpress account in the Accounts section. And you select what the employee can do in Team Xpress by assigning them to a Security group in the Settings section.

You have two ways to configure the security groups.

• In the employee profile, click the gear icon next to the name of the security group.

• 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.

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 visibility and access

This section configures what employees can see or edit (as opposed to what they can do).

You set up the customers, 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 customer that is not included in the list, they will not see 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.

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.

You configure the details that the employee will see in Dashboard and in Schedule. You can reorder them using the arrows.

Modules visibility and managing access

This section configures which Team Xpress functions are available to the employee. These functions are generally visible as options at the top or bottom of the Team Xpress screen. Self Scheduling, Availability, Time Off, Timesheets and Time cards are configured here.

Self scheduling and Availability

Employees may be permitted to schedule themselves into Open shift, and indicate to the scheduler their desire or ability to work.

Self scheduling allows the employee to select the shifts they want to work. The scheduler will post Open shifts and publish them for self-scheduling. Employees will see only the shifts that they are eligible to work based on being qualified for the job, not having time off, not incurring overtime, and other considerations. The employee does not see shifts that they are not eligible for or that have not been published by the scheduler.

Employees may be permitted to enter their availability. In general this allows the employee to indicate to the scheduler when they would like to work. The scheduler can take this into account when the 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.

Time off

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.

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 an employee can use timesheets then all the eClock Check-in options are turned off.

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 their Setting, or the employee 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 configures whether the employee is permitted to check-in and out of shifts, as well as whether the employee can check in even when they are not on the schedule. It controls timing parameters such as how early and late the employee can check in and out relative to the shift’s scheduled times, and rounding of the in and out times. This section also controls whether the employee can record safety checks and breaks.

Allow check-in to unscheduled shifts. The employees will be able to check in even if they do not have a shift on the schedule, if they fail the geofencing 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. The employees will be able to check in even if they already have a shift in progress. Normally an employee can be checked into only one shift at a time.

Ignore yesterday. Allow check-in or check-out only of a shift of the same date. 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. The employee may check-in only within the specified amounts of time before and after the scheduled start time. When checking-in, 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. The employee may check-out only within the amounts of time before and after the scheduled end time, if Enable check-out time limits is enabled. When checking-out, 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.

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.