If you are interested in Scheduler and do not already have it, you can consult your account manager for additional information.

The 'Scheduler' feature can require additional setup before it can be fully utilized by your supervisors and employees. Employees with the default Administrator web security role will have all permissions to use Schedules. Other roles, such as supervisors, will need additional permissions to perform actions such as viewing and managing employee schedules. 

Table of Contents

• Requirements for Mobile
• Granting Permissions to Scheduler
  • Permission to Scheduler in Web
  • Permission to Scheduler in Mobile
  • Permission for "Clock In to My Schedules"

Requirements for Mobile

The Scheduler feature is available on both iOS and Android platforms for phones and tablets. Your employees must use ExakTime Mobile version 2.90 or higher to see the related options. If you or your employees are unsure what version of ExakTime Mobile is being used, please refer to this article on how to you and your employees can check their Mobile version.

Granting Permissions to Scheduler

Permission to Scheduler in Web

Administrators will have access to Scheduler by default, while other employees must be granted permission to access the page.

• Go to Manage and click Security Roles.

  

• The "Web" tab should be the initial tab. By default, we offer Administrator and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
• Click New Role to create a new role or the eye icon to modify an existing role.
  
• Enable "Schedules" from the "Scheduler" section.
• Click Save at the bottom.
• If you have created a new security role and are not familiar with assigning a security role, you can refer to the following articles to assign the role through the employee profile or assign the role through the Security Roles page.

Permission to Scheduler in Mobile

Permissions must be granted to the Mobile security roles for your employees to view their schedules. You can allow certain Mobile users the ability to view their schedules.

• Go to Manage and click Security Roles.

  

• The "Web" tab should be the initial tab. By default, we offer Administrator and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
• Click New Role to create a new role or the eye icon to modify an existing role.
  

• Enable "Schedules" from the "View" section.

  

• Save any changes. Repeat this for any other security role that will need permission.
• If you have created a new security role and are not familiar with assigning a security role, you can refer to the following articles to assign the role through the employee profile or assign the role through the Security Roles page.
• Your employees will need to sync their copies of the app to receive the new permission. They may also need to log out and back in to see menu changes.

Permission for "Clock In to My Schedules"

Your employees can clock in to their scheduled location and cost code directly to mitigate any possibility of incorrect locations or cost codes during the normal clock-in process.

• Go to Manage and click on Security Roles.

  

• Click the Mobile tab. By default, we offer Administrator, Supervisor, and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
  
• Click New Role to create a new role or the eye icon to modify an existing role.
  

• Enable the"Clock In from Schedule" permission from the "Manage" section. If the employee is a supervisor and needs to clock in to a schedule on behalf of an employee, you must enable the "Clock in and out for other employees" permission as well.

  

• Save any changes. Repeat this for any other security role that will need permission.
• If you have created a new security role and are not familiar with assigning a security role, you can refer to the following articles to assign the role through the employee profile or assign the role through the Security Roles page.
• Your employees will need to sync their copies of the app to receive the new permission. They may also need to log out and back in to see menu changes.