Sandata I/DD Staff Scheduling Training

Follow the learning path(s) that apply to your Staff Scheduling job functions:

Everyone

Tutorial	Learn how to...	Minutes
Getting Started	Log in, set up your user settings and change your password.	7
Messaging	View, send and reply to secure messages with other Staff Scheduling users.	25
Reporting	Run and create reports	30

Staff

Tutorial	Learn how to...	Minutes
My Availability	Log in, set up your user settings and change your password.	7
My Schedule	View, send and reply to secure messages with other Staff Scheduling users.	3
Available Shifts	Run and create reports	2
My Time Off	Request time off from your manager.	3

Location Managers

Tutorial	Learn how to...	Minutes
Creating Shift Templates	Log in, set up your user settings and change your password.	9

Schedule Managers

Tutorial	Learn how to...	Minutes
Generating Shifts	Generate shifts for one location, multiple locations, with alternating shifts, with and without employees.	15
Copying Shifts	Copy shifts for one location, multiple locations and with or without employees assigned to slots.	5
Auto Scheduling Employees	Use the auto-scheduler to assign employees to slots.	6
Managing Shifts	Manually add, modify and inactivate shifts and slots.	8
Inactivating Schedule	Use Inactivate Schedule wizard to inactivate all the shifts in a schedule.	2
Removing Staff from Schedules	Use the Remove Staff wizard to remove a staff from all future schedules and optionally from all shift template time slots as well.	2
Publishing Schedule	Publish the weekly schedule for one locations or multiple locations	4
Unpublishing a Schedule	Use the Unpublish Schedule wizard to unpublish a published schedule.	2
Approving Change Requests	Approve and deny shifts picked up by staff	3
Acknowledging Flags	Review and acknowledge shift and employee flags.	7

Staff Managers

Tutorial	Learn how to...	Minutes
Setting Staff Availability	Manage availability and preferred availability as a staff member or a staff manager.	7
Approving Time Off Requests	Approve and deny time off requests from staff.	3

Administrators

Tutorial	Learn how to...	Minutes
User Management	Setting up new users as staff and managers	47