End-User Guide - Web Xpress

Web Xpress has been replaced by Team Xpress.

The Web Xpress User Guide will instruct your end-users on how to use Web Xpress.



Web Xpress 4.0.8
User Guide
(For eTime Xpress Versions 7.008.000)





Table of Contents
Overview
1. Login to Web Xpress Employee Area
2. Change Default Password
3. Web Xpress Main Menu
4. Web Xpress Scheduling
5. Web Xpress Availability (Volunteer)
6. Web Xpress Time Sheets
7. Web Xpress Time Off Requests
8. Web Xpress Contact Management
9. Web Xpress Time Clock





Overview


This document outlines how to use Web Xpress and its features. Please note that you may not have access to all of the features listed in this user guide – certain features may not have been licensed or may be restricted by your Administrator.

1. Login to Web Xpress Employee Area


To access the Web Xpress Employee Area go to https://webx.celayix.com/ and enter your Employee login credentials. Use the Employee Client ID, username and password provided to you by your Administrator.
Client ID: [Employee Client ID]
Username: [provided by your Administrator]
Password: [provided by your Administrator]

Web Xpress Login Page

2. Change Default Password


From the Web Xpress Main Menu, click on User Profile and select the Password tab. Your password should be changed immediately. The password should be easy for you to remember but difficult for others to guess.
User Profile Screen

3. Web Xpress Main Menu


Once you have successfully logged into Web Xpress, you will see the Web Xpress Main Menu similar to the sample screen below. You can access all of the features of Web Xpress from the Main Menu - your Main Menu may look different depending on the access rights given to you by your administrator.

Web Xpress Main Menu

4. Web Xpress Scheduling


Web Xpress Scheduling allows you to view and confirm your work schedule. From the Web Xpress Main Menu, click on Scheduling - your monthly schedule will be shown.
Schedule Screen (Monthly View)
Scheduling Features:

Item

Description

Date Period Views

Your schedule can be display in a variety of ways including Month, Week and Day. You can change your date view using the Month, Week and Day icons or by changing the date.

Shift Views

Change shift views from the shift pull-down.

View Schedule of Others

View schedule of others using the employee pull-down. This feature must be enabled by your administrator.

Confirm Work Schedule

Click the Manage Shifts button. You will see a selection screen where you may specify your shift status – (confirm/unconfirm/cannot work). This feature must be enabled by your administrator.

Icons will indicate the confirmation status of a shift:
? Unconfirmed. You have not said yes or no to the shift.
√ Confirmed. You have said yes to the shift.
X Cannot Work. You have said no the shift.

Self-Schedule (optional module)

Click the Self-Schedule button. You will see a selection screen search for available shifts and select shifts for self-assignment. When more than one shift selected, the system will attempt to fill all or none of your request. It is recommended that you limit each request to the smallest number of shifts as possible.

This feature must be enabled by your administrator.


Setting Your Schedule Preferences
From the Web Xpress Main Menu, click on User Profile and select the Preferences tab. You can set your week start date and 12/24 hour clock views.

5. Web Xpress Availability (Volunteer)


Web Xpress Availability allows you to specify your work availability. This allows your scheduler to create schedules that better fit your preferences for dates, times and assignments. From the Web Xpress Main Menu, click on Availability - the availability screen will be shown. Simply enter you availability during each 7 day period.

Availability Screen
Availability Features:

Item

Description

Availability Views

Change availability views from the shift pull-down.

View Availability of Others

View availability of other using the employee pull-down. This feature must be enabled by your administrator.

Create Availability Records

To add a single record, click on Add Day Entry.
To add multiple records, select multiple days using the check boxes and click Add.

Enter Availability

From the Add Availability window, specify your availability details.

6. Web Xpress Time Sheets


Web Xpress Time Sheets allow you to enter your timesheets online. From the Web Xpress Main Menu, click on Time Sheets - the monthly view of your time sheets will be shown.
Time Sheets Screen
Time Sheet Features:

Item

Description

Time Sheet Views

Change time sheet views from the shift pull-down.

View Time Sheets of Others

View time sheets of other using the employee pull-down. You must be a supervisor and this feature must be enabled by your administrator.

Monthly Overview

The monthly overview screen will indicate the number of time sheet records entered, scheduled shifts and total hours entered by time sheet status.

Create Time Sheet Records

From the monthly overview screen, click on the date you want to enter a time sheet record the click Add. If you are entering times against a scheduled shift, select that shift from the shift pull-down otherwise select New Time Entry.

7. Web Xpress Time Off Requests


Web Xpress Time Off allows you to submit your time off requests online. You can also view the status of any of your pending time off requests (i.e. approved, declined etc.). From the Web Xpress Main Menu, click on Time Off - the time off screen will be shown.
Time Off Requests Screen
Time Off Features:

Item

Description

Time Off Views

Change time off types and status views from the shift pull-downs.

View Time Off of Others

View time off requests of others using the employee pull-down. This feature must be enabled by your administrator.

Create Time Off Request

Click on New Time Off Entry and enter the type, dates and time of your time off request.


8. Web Xpress Contact Management


Web Xpress Contact Management allows you to maintain your personal information online. From the Web Xpress Main Menu, click on User Profile > Contact Info tab – a list of fields you can update will be displayed (i.e. address information, telephone, email etc.).
Contact Management Features:

Item

Description

Update Personal Information

Change time off types and status views from the shift pull-downs.

View Time Off of Others

View time off requests of other using the employee pull-down. This feature must be enabled by your administrator.

Create Time Off Request

Click on New Time Off Entry and enter the type, dates and time of your time off request.


9. Web Xpress Time Clock


Web Xpress Time Clock allows you to check-in, check-out and perform health and welfare checks against shifts much like a standard clock or swipe in system. From the Web Xpress Main Menu, click on eClock - the eClock screen will be shown.

eClock Features:

Item

Description

Check-In

Record a check-in time for a shift.

Check-Out

Record a check-out time for a shift. The shift must already be checked-in.

Safety Check

Record a health and welfare check for a shift. The shift must already be checked-in.


After a clock feature is selected, you will be presented a list of shifts to select from. To record a check-in, check-out or safety check, click the confirm button.
Additional options may be available depending on the configuration and features your administrator has licensed and enabled.