Staffing and admin guide
You
My calendar
22 min
“my calendar” is where users go to make al requests and provides the user with a monthly view of all relevant events some features may be unavailable depending on your departments settings toggle view and navigation you can toggle between a month view or list view by clicking on the display dropdown menu located in the upper left corner add filters to your calendar by selecting the filter icon next to the display dropdown menu the “$ “ icon located on specific calendar days indicates the start of new pay periods calendar days will be marked with varying colored letter such as a, b, c these represent what shift is working this day navigate between months using the calendar icon or the arrows located at the top of the screen time off to request time off select a future day on the calendar that you are scheduled to work select request time off fill in all pertinent information click the request time off button located at the bottom of the screen to submit your request for admin approval note if you do not have sufficient available hours, a warning prompt will appear to request multiple days time off click the ' ' button at the top right corner of the screen select request multiple days off click on each day you wish to request off click submit a time off form will appear review the pre selected dates to ensure accuracy and fill in all required information click submit to send your request for admin approval to cancel time off select the day in which you requested vacation time select the request select 'cancel' additional paid time (apt) request additional paid time select a previous day on the calendar if you had a shift on this day this will open up the shift information panel, select the shift to access different options select 'request additional paid time' input all pertinent information submit your request for admin approval cancel an additional paid time this can only be done when the request is pending approval once approved, an admin would have to manually undo the changes through payroll select the day of the request on your calendar select the request you submitted select 'cancel' shift trades to request a shift trade select the shift you wish to trade on the calendar select the shift in the right side panel click 'trade shift' choose the entire shift or the duration of hours you wish to trade click "select people to trade with" choose the people you wish to trade shifts with note only people who are eligible according to your department rules select 'request shift trade' to cancel a shift trade select the calendar day with the requested shift trade locate the requested trade in the side panel to the right if still pending users can select 'cancel request' voluntary overtime sign up for voluntary overtime click the blue 'sign up' icon in the upper right corner select 'sign up for volunteer' choose the dates you wish to sign up for click 'submit' cancel voluntary overtime select the calendar date you wish to cancel choose the shift in the right side panel click 'cancel voluntary overtime' confirm your submission the shift will still appear in your calendar view, but rest assured it has been successfully canceled incident reports some departments will have the ability to create incident reports from their calendars many departments do not utilize this feature create an incident navigate to “my calendar” select the blue “actions” button select “create incident” select the date of the incident on the calendar once selected, click “continue” input all required information once input, click “next” add apparatus details and save or select “ add later ” adding apparatus details select “ add apparatus ” input all apparatus details including employees staffed to the apparatus select save edit an incident select the calendar day of the incident this will open a list of entries for that calendar day on desktop, this will appear on the right hand side on mobile, this will open a new window please ignore the ‘my staffing lists’ located at the top of this window as it is not relevant to napa county select “edit details” under the incident double check the incident number in the preview to insure you are entering the correct incident to edit edit any desired information incident number will be unable to be changed follow the steps in “create incident” close an incident select the calendar day of the incident this will open a list of entries for that calendar day on desktop, this will appear on the right hand side on mobile, this will open a new window select “close incident” under the incident review all information and select “next” a warning will appear prompting the user to add any apparatus's select “save + close” once an incident has been closed, it will change to red on the calendar, indicating that it can no longer be edited duty entries some departments will have the ability to create incident reports from their calendars many departments do not utilize this feature create a duty entry navigate to “my calendar” select the blue “actions” button select “create duty entry” select the date the duty entry took place once selected, click “submit” enter all required information start and end times duty type event description event location click "save " this will close the form, and the duty entry will appear on the selected calendar date the duty form will then be sent for approval by a user with the appropriate permissions my payroll the personal payroll section displays your timecard and provides the option to review and sign off on it different timecard views there are two ways to view your timecard toggle between views by clicking the following icons view one displays your total hours worked for the current pay period to see a day by day breakdown and the pay types worked, click the dropdown arrow on the right this will expand a dropdown table displaying all pay code types associated with your work and your day by day breakdown view two presents a horizontal layout where you can scroll left or right to see a day by day breakdown of your hours within the pay period if using a phone, you may need to rotate your screen sideways ensure auto rotate is enabled for the best viewing experience navigating pay periods to access a previous pay period's timecard, click the arrow next to the date at the top of the page alternatively, use the arrows on the far side of the screen to navigate between periods from any previous period, quickly return to the current period by using the "back to current pay period" button located at the top right of the screen signing timecard if a previous timecard remains unsigned, a notification with a yellow "!" icon will appear above your timecard, prompting you to take action to sign the timecard, click the notification to access a page displaying your timecard and a field to enter your full name after entering your name, select "sign and submit" to complete the process or "sign later" if you need more time the "sign and submit" button will remain greyed out until your full name has been entered watch for extra blank spaces when signing your name as this can cause unexpected errors if you choose "sign later," a warning will remind you that your timecard must be validated before payment is processed you can either select "i understand" to delay signing or "i will sign now" to return to the previous page and complete the validation staffing lists your staffing lists provide a real time view of your position on your department's various overtime lists these lists are automatically updated according to your department's rules, ensuring accuracy by navigating to this section, you can easily track your status and see where you currently stand some departments choose to hide this from general user view, preventing the option from appearing in dashboard preferences the preferences section allows users to update their personal information and manage notification settings here, users can edit phone numbers passwords in the event of a forgotten password, please contact an administrator to assist in resetting passwords notification preferences some notification settings are determined at the department level, and may not be edited by individual users