Frequently Asked Questions: SchedulePro

For Workers:

  • 1. How do I log in to my SchedulePro account?

    If you are experiencing issues trying to login into SchedulePro, here are the steps to follow.
    Go to the SchedulePro login page:
    Enter your email address and click on Continue
    Enter your password and click on Sign in
    To reset your password, use the ‘Forgot your password’ link from the Sign in page. You will need to enter your email address and click on the Send verification code. An email with a verification code will be sent to the email address you provided. Once your email address is verified, you can click on the continue button and reset your password.

  • 2. I can’t see my schedule — why not?

    If you can’t see your schedule when you log in you will need to contact your manager to verify that there is a published schedule already set for the dates you are selecting.

For Managers:

  • 1. How can I run reports?

    A number of reports are available for you from the Reports>All Reports option. If you have questions around a specific report, please contact our support team with your specific questions for more help.

  • 2. Why is someone not showing in the Candidate Finder (Assign Employee)?

    If an employee is not showing in the list of available employees under your selected search methods, turn on the Show all X employees that were evaluated. Search for the employee that you are missing from the list. The employee will show with a red vertical line on the left of their name. This means they couldn’t be assigned because of some rule violations. Click on the “i” icon at the right of the row and the rules that are being violated will show in red.

  • 3. How do I reset the Employees Total Overtime hours at the beginning of a new fiscal year?

    There are two ways to reset the Employee Total Overtime hours:
    a. Use the overtime reset dates (found from Home > Manage Overtime > Overtime Reset Dates) – this will reset the count of overtime hours to zero at all the reset dates you specify.
    b. Use the bulk export/import tool (Overtime Hours) – This allows you to export your total hours up to the end of the current year. You can then make any manipulations to the total overtime hours that you do at the end of the year. (An example of a manipulation – some clients take total overtime hours at the end of a fiscal year and divide the hours by 100 that serves as an overtime hour reset that maintains the ordering of employees if sorted by lowest OT hours). After the manipulations, you import the new total overtime hours in the system after you made your changes/calculations.

  • 4. How do I do the leave bank rollover at the beginning of a new fiscal year?

    Please see our article on Leave Bank Fiscal Rollover Process for more information.

  • 5. Why can’t I cancel a partial leave?

    Partial leaves can only be cancelled if the leave hasn’t been changed manually in the employee shift.

  • 6. How do I set partial leaves?

    In the manage leave request, after you create a new leave, you can choose to set the new leave as a partial leave. You will need to set up the start time and end time of the leave. If your shift spanned midnight, and you want to set the end time for that following day (the day after the leave starts), you will need to choose as end time the hour you need that has a (+1) after it. If the time will end on the day your leave starts, you will need to choose as end time the hour you need without (+1) after it.

  • 7. How can I see who made a change, or when a change was made in the system?

    In order to see the changes made in the system you need to be a System Admin. If you are a system admin, go to the Home Page and click on the Log Viewer option. Please see our article on the log viewer for more information.

  • 8. How can I schedule holidays?

    Go to the Home > Settings > Holiday and enter your holiday date there.
    If you want then to set all the employees that were scheduled to work on that day to be not working or to be stat holiday, you can use the Add & Replace button to set each worked shift to a not working or to the selected leave. In you need to detect this day as Overtime please check this article on Statutory Holidays and Shift Patterns.

  • 10. If you’re not seeing what you’re looking for…

    Please log in for self-service support resources, or you can reach out to our support team.