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Staffpoint™ Personnel Panel 3.0 User Manual

1. 2 Hear a list of the next three assignments you re booked to work and their location and other info In case you ve forgotten something you need to know to work or get to them The system will track everything as normal based on your interaction with it hours worked any overtime declined shifts and more You don t need to worry that anything will work differently from how you re used to just that this can make finding work quicker and easier Going Further Congratulations you ve gotten to the end of the Staffpoint Personnel panel manual Now that you re familiar with its basic tools and features you can start working more assignments more easily and more effectively Reading through you ve learned to request or book your own assignments set your schedule and more Staffpoint offers advanced tools for stafing and personnel management but it s always getting better Look forward to even more tools and functionality to come from Staffpoint and we re sure that as you use it you may even find ways of doing things that are even more efficient than we ve tried to explain in this manual
2. 3 4 1 123 456 5 6 78 9 10 11 2 3 4 5 6 75 7 amp 9 10 41 12 13 12 13 14 15 16 47 18 5 10 11 12 13 14 15 14 15 16 17 18 19 20 19 20 21 2 E 24 25 16 17 18 19 20 21 22 21 22 23 24 25 26 27 26 27 26 29 A 31 23 24 25 26 27 26 29 28 29 3D 31 30 Click the calendar icon to bring up the mini calendar From here you can pick a date or range of dates to show open assignments for Clicking on either set of arrows to the left or right of the month name will flip the calendar forward or backwards a month allowing you to view scheduling history or plan for the future The Menu bar The Menu bar allows you to move between the Personnel Panel s sections including Open Assignments My Assignments Reports My Details Availability Logout Open Assignments optional This section shows all of the open assignments that are available for you as a personnel member to request to work My Assignments The My Assignments page shows you which assignments you re confirmed to be working as well as any requests you ve placed for assignments which have yet to be confirmed Reports You can view a report which details assignment info hours worked where you worked them and more My Details In this section you can make changes to certain personal details such as contact info your account password and which departments you re allowed to work in Availability Utilizing an easy to use interface you can set your availability schedule and the syste
3. aff Poin Staffpoint Personnel Panel 3 0 User Manual Get to know the Personnel control panel and revolutionize the way you work your assignments 5 aff X poin iP E 194 ar Welcome Personnel User Open Assignments My Assignments Reports My Details Availability Logout Open Assignments 07 03 2013 21 03 2013 Calendar View List View Thursday 07 March 13 Friday 08 March 13 Saturday 09 March 13 Sunday 10 March 13 Monday 11 March 13 Tuesday 12 March 13 Wednesday 13 March 13 Thursday 14 March 13 Friday 15 March 13 Saturday 16 March 13 Sunday 17 March 13 Monday 18 March 13 07 00 12 00 123 123 Ca 23 00 01 00 123 Overt 07 00 09 00 XYZ Packaging 07 00 11 00 123 123 Ca 07 00 09 00 123 123 Ca 07 00 09 00 123 123 Ca 07 00 14 00 123 123 Ca 09 00 15 00 123 123 Ca 07 00 15 00 123 123 Ca m 07 00 13 00 123 123 Ca 14 00 22 00 123 123 Ca Contents COCONN OFS B 11 13 14 15 17 17 17 17 19 Chapter 1 Welcome to the Staffpoint Personnel Panel Introducing the Staffpoint Personnel access panel The Personnel Panel Interface The Date Picker The Menu bar The Assignment Calendar Terminology Chapter 2 Using the Staffpoint Personnel Panel Overview Viewing available assignments and requesting booking them My Assignments Reports My Details Availability Chapter 3 Us
4. there are open shifts you can request to work or to get a quick reminder of where you re working next please note that these features may or may not be enabled Talk to your administrator for more info New assignment notifications This part of the system requires no work on your part When a new assignment is created the system may call you When it does so it will present to you to option to either 1 accept the assignment in which case you ll be booked to work it as usual 2 decline the assignment in which case you ll be removed from eligibility to work it or 3 if the assignment has special qualifications requirements you may choose to hear what those are before accepting or declining When you ve made your decision the system will hang up and you re done Any changes such as if you need to back out due to illness etc will need to be communicated to your agency directly Calling in Using the phone number and Staff ID provided by your agency or administrator you can call in to Staffpoint s call service in order to deal with assignments proactively You can do one of two things currently 1 Hear a list of the next three open shifts you re eligible to work and request to be assigned to one of them In this case your request is up to the administrators at your agency you may or may not actually get assigned This can give you a leg up on everyone else showing that you re not just sitting waiting for work
5. YZ Packaging XYZ Packaging XYZ Packaging Distance 7 36 km 7 36 km 7 36 km 7 36 km 7 36 km Address 2022 palstan rd m8z3m2 Mississauga 2022 palstan rd m8z3m2 Mississauga 2022 palstan rd m8z3m2 Mississauga 2022 palstan rd m8z3m2 Mississauga 2022 palstan rd m8z3m2 Mississauga Date from 28 05 2013 07 00 27 05 2013 07 00 25 05 2013 07 00 24 05 2013 07 00 21 05 2013 07 00 Date to 28 05 2013 09 00 27 05 2013 09 00 25 05 2013 09 00 24 05 2013 09 00 21 05 2013 09 00 Ex E My Assignments page asa ee port Excel Ff Duration Notes Status 2 0 hrs 2 0 hrs 2 0 hrs 2 0 hrs 2 0 hrs G From this page you can see a listing of all of your upcoming assignments Details include personnel type required the client or location how far it is from you the address of the location and the start end times and duration A Ifyou click on the distance of address a Google map will pop up which will show you the route from your location to the job site This can be printed out ssissauga Valley e MULAWUDVI Village Gardens Markland Wood ba a AR Es 9 8 km anni if Af Pa vA ox A New Toronto N 141 w 5 gt a y o Mimico gt x Map Satellite www p Be i mber Ba ees iM A i i x ji 1 D D 4 FR Map
6. Z Packaging Personnel type FORKLIFT DRIVER Forklift Driver Requested by Not specified Duration 2 0 hours Time 12 03 13 07 00 12 03 13 09 00 Cancel request 4 And you re done Google Maps links 2022 palstan rd m8z3m2 19 7 36 km E Mississauga 5 You can view assignments which you re confirmed to work on the My Assignments page Assignments that you ve booked yourself to cannot be cancelled by you you ll have to call your agency office and get them to do that but you can cancel any requests you ve made before you re actually booked to them 6 Finally if you re not quite sure how to get to the location of the assignment you can click on any location or address field in your assignment list to view a Google map showing the directions from your home or whatever address you use in your profile to the site of the assignment My Assignments The My Assignments page will show all of your current assignments sorted from farthest in the future to closest to today This is also the default sign in page if your version of Staffpoint doesn t include assignment request or booking features My Assignments 2309 2308 2307 2306 2305 Personnel type FORKLIFT DRIVER Driver FORKLIFT DRIVER Driver FORKLIFT DRIVER Driver FORKLIFT DRIVER Driver FORKLIFT DRIVER Driver Forklift Forklift Forklift Forklift Forklift Location XYZ Packaging XYZ Packaging X
7. a Thursday 14 March 13 Friday 15 March 13 Sunday Note the red shift tags these are assignments that you re qualified to request or book 1 Click a shift tag it will show you more info about the assignment You can request book any time in advance as long as you can see it you can request or book it Use the calendar icon the bring up the date picker and choose the date you d prefer Assignment Details Assignment ID 02265 Status Open Client XYZ Packaging Personnel type FL Forklift Driver Requested by Not specified Duration 2 0 hours Time 12 03 13 07 00 12 03 13 09 00 Book assignment or 2a When you ve decided which assignment you want to work click on the Book assignment within the shift details In the case of booking yourself this will bring up a confirmation dialog A SS j g nme nt req ue st Are you sure that you want to book yourself to this assignment This cannot be undone by you Confirmation EZE 3 If you re sure you want to work this assignment click the OK button otherwise click the Cancel button to back out This will bring up an alert confirming your request and the shift tag will disappear from the calendar 2b If your version only allows you to request but not book click the Request button This will turn the assignment yellow with no confirmation so show that you ve requested to work it Assignment ID 02265 Status Open Client XY
8. ailable green Not Available red and Not Set blank The former two are self explanatory but Not Set is basically a default for any time that one of the two explicit states aren t set The system uses this availability data to determine along with many other variables the best person for the job when booking assignments Availability calendar Shortcut View 27 November 2012 Available Straight vs Recurring availability 28 November 2012 00 00 23 59 vailable A 29 November 2012 00 00 19 00 Available 07 00 19 00 01 December 2012 Available 07 00 19 00 02 December 2012 Available 07 00 19 00 03 December 2012 4 If you know that this period of availability will repeat over a number of days fill the Recurring daily checkbox This will repeat the availability period rather than running it for the whole time specified You can also specify which days to recur on Recurring availability might be useful for someone who is regularly available or unavailable while a long swath might be useful for someone who is on vacation 5 When you re done all you have to do is close the tab or window all changes you make are saved in real time Chapter 3 Using the Staffpoint Calling Service Overview One of Staffpoint s most exciting features is the calling system which allows you to receive voice call notifications of new assignments and call in to see if
9. data 82013 Google Terms of Use Report a map error B Clicking on a Notes G icon will show you any notes that apply to that shift Jack Jones Please keep in mind that Jack Jones is the on call today a eee A Crested 19 Mar 2013 14 Leo Po ed ie nen Me rs 22206 OY Jona Manz ELU x My Assignments page Byrne SE a ES Humber Ba Park West My Assignments page C Lastly you can export this list to an MS Excel file by clicking the Export Excel button Reports Reporting is a valuable tool for you to keep tabs on your assignments hours and more and Staffpoint provides this Open Assignments My Assignments My Details Availability Logout To access Staffpoint s Reports section just click on the Reports item in the Menu Bar 1 By default the report will show the week ending today but you can change the date range that the report shows by clicking on the calendar icon 2 28 02 2013 07 03 2013 Assignments Report PP gt Bin gt A starr xpoini Welcome Personnel User Open Assignments My Assignments Reports My Details Availability Logout ES 28 02 2013 07 03 2013 Assignments Report ld Personnel type Location Date from Date to Duration Approved By 2732 RN Registered Nurse Cedar Heights 06 03 2013 07 00 06 03 2013 19 00 12 0 hrs Jona Mana 2458 RN Registered Nurse ABC Restaurant 04 03 2013 19 00 04 03 2013 21 30 2 5 hrs Jona Mana 2259 FL Forkli
10. dministrative personnel employed by your agency to manage the personnel A hospital franchisee warehouse or other location that you provide staffing for A sub location if applicable in a client s system for which staffing requests will be sent An assignment for which a personnel member was unable to be found and therefore went unfilled Chapter 2 Open Assignments page Using the Staffpoint Personnel Panel Overview The cornerstone of the entire Staffpoint system is the ability to book and fill assignment requests online in real time In this chapter you ll learn how to view and request or self book open assignments generate reports set your availability and more Viewing and requesting booking available assignments The first step in using Staffpoint is being able to book new assignments to be filled Before you can find an open assignment to request someone must have created one or more please note that this feature may or may not be enabled Talk to your administrator for more info Requesting or booking a assignment is easy To begin first open up your Personnel panel and log in the first thing you ll see is the Open Assignments page Open Assignments amp 07 03 2013 21 03 2013 Calendar View List View Friday 08 March 13 Saturday 09 March 13 Sunday KJERRE 10 March 13 3 Ca Tuesday uaa Wednesday 0 07 00 15 00 14 00 22 00 13 March 13 a 23 a 3 123 Ca 123 123 C
11. ent overview This puts your name at the top of the selection list for consideration If you re selected the tag will turn blue and appear on your my assignments page You ll be notified instantly and be given a 24 hour reminder Optionally depending on the Staffpoint version you can book yourself directly to an assignment in the same way Best of all Staffpoint really allows you the personnel to take control of your own schedule You can set your own availability with easy to use drag and drop calendars Keeping track of your assignments with your agency couldn t be easier By using Staffpoint your staffing agency has shown how much they care about you and that they recognize just how valuable you are They ve chosen Staffpoint for their scheduling system because it allows them to take better care of your needs and to communicate with you at a level not otherwise possible Please enjoy using your free Staffpoint Personnel access panel The Personnel Panel Interface To log in simply choose Personnel from the dropdown box and enter your login credentials After logging in as shown below you ll see the Open Assignments page which is the Personnel Panel s default view depending on your version Otherwise the default page is the My Assignments page which you can read about on page 11 lam a Personnel KA Username starry point affy es Password Login The Open Assignments page is where person
12. fo 3 You can also change your email address and password if you choose 4 Click the Update My Details button to save your changes or navigate to any other part of the Personnel panel to discard your changes You can t change your username or staff ID These are limited to administrative discretion and for staffing needs Availability To set your schedule of availability click on the My availability schedule link in the menu bar This will open the Availability Chart to the Shortcut View 1 The default display is of the two weeks beginning on the current day You can change the days that are displayed by clicking on the calendar picker in the upper left corner 22 11 2012 06 12 2012 Available 22 Movember 2012 04 00 09 00 Hot available Available 03 00 06 00 06 00 08 30 3 November 2012 Available 02 00 05 00 4 November 2012 Hot available 00 00 07 00 25 November 2012 2 To set availability click anywhere in the grid The days of the month are along the side each row is a day By default the day row you ve clicked in will be the start end day of the availability time you re setting x Date From 27 11 2012 07 00 w Date To 27 11 2012 19 00 w Fl Not available L Recurring daily over entire date range 3 Pick a date or leave it as default and a time range you want to set for this There are three types of availability that the system recognizes Av
13. ft Driver XYZ Packaging 02 03 2013 07 00 02 03 2013 09 00 2 0 hrs Jona Mana 2258 FL Forklift Driver XYZ Packaging 01 03 2013 07 00 01 03 2013 08 30 1 5hrs Jona Mana 2473 RN Registered Nurse 123 Care Facility 2 28 02 2013 07 00 28 02 2013 19 00 12 0 hrs Total 30 00 2 You ll see all of the assignments you ve worked within that time span showing their time and date duration where it was worked and who approved the assignment The report can be exported as an excel file for your own use The Reports Page My Details The My Details page allows you to modify certain aspects of your personnel profile such as contact info your password and what locations you re able to work in 1 Click on the My Details link on the menu bar This will open up the My Details page where you can see your profile s info The My Details window S Name Choose Alexis Email aceci delologic com Surname Sanchez Username alexis Address 2 Wellington Street West Password alexis Gender Choose y ID 18 City Brampton v Postal Code L6Y 4R2 9 Update Location and Show Map Upload Image Date of birth 13 09 1979 _ Telephone 416 858 4256 Secondary Tel 213 123 1233 Mobile Phone 416 555 5555 SIN sin number Emergency Contact emergency Save Changes 2 Edit any info you feel like For example if you ve moved you can change your address city and postal code to reflect your new contact in
14. ing the Staffpoint Calling Service Overview New Assignment Notifications Calling In Going Further Chapter 1 Welcome to the Staffpoint Personnel Panel Introducing the Staffpoint Personnel access panel As a valued personnel member your staffing agency or head office has provided you free access to their new Staffpoint personnel scheduling system This manual will show you how quick and easy it is to use the free Personnel Interface Module as well as the incredible benefits that this will provide for you The system is web based so you can follow Staffpoint from anywhere you have internet access The personnel interface allows you to quickly and easily check up on assignment requests to your agency and to see the status of those requests in real time anytime Whenever your agency gets a new assignment request that you re qualified to work it optionally creates a red tag on your Open Assignments page If your agency assigns you the assignment it will turn into a blue tag that you can see on your My Assignments status page Even if you re not logged into Staffpoint you ll still get an email or phone call through the Staffpoint system as set up between you and your agency Staffpoint allows you to request assignments that you d like assigned to you By clicking on a red open assignment tag you can instantly request that assignment which turns the tag yellow on both yours and your Agency s assignm
15. m does all the work for you The Assignment Calendar Open Assignments E 07 03 2013 21 03 2013 Calendar View List View Thursday 07 March 13 Friday 08 March 13 Saturday 09 March 13 Sunday Genre 07 00 09 00 10 March 13 PAR pr er 123 123 Ca Monday PERU 11 March 13 PEO TIA Tuesday KUERE 07 00 09 00 09 00 15 00 12 March 13 Aer 123 123 Ca Wednesday QUERIES 07 00 14 00 07 00 15 00 07 00 13 00 14 00 22 00 13 March 13 EPEE To Wa IPE Pe Ser Wa KE Pe Vor Wa KE PET Thursday 14 March 13 Friday 15 March 13 Saturday 16 March 13 Sunday 17 March 13 Monday 18 March 13 The Assignment Calendar is where all the most important information is displayed All assignments are shown in chronological order from start to end of day and are colour coded red to show that they re un filled Each Shift Tag shows important information 07 00 13 00 Emergency Terminology Assignment Duration The start and end time of the assignment Assignment Location A full name or abbreviation code designating the client location where the assignment will take place Some of the terminology used in this manual is as follows Assignment Personnel Administrator Client Location Missed assignment This represents a single continuous period of work AKA a assignment AKA staff the RNs forklift drivers cashiers etc employed by the agency to work assignments Scheduling or other a
16. nel members can view all ofthe open assignments available for them to request Each page includes the menu bar which leads to all the other available sections of the Personnel Panel optional Menu bar The way to navigate around the Personnel interface G 2 sbafFE YNOF JUP E j Sherr poinki Date Picker Use this to navigate quickly Welcome Personnel User Open Assignments My Assignments Reports My Details Availability 4 Logout around the open assignments calendar Open Assignments E 07 03 2013 21 03 2013 Calendar View List View Views Switch between the default Calendar View or the more Thursday 07 March 13 Friday 08 March 13 A detailed List View Saturday 09 March 13 Sunday RR 07 00 09 00 10 March 13 PERLA TOM 123 123 Ca 23 00 01 00 Monday 11 March 13 EPELA Tuesday MAA EAU 07 00 09 00 09 00 15 00 12 March 13 EAFA To Te 123 123 Ca 123 123 Ca Wednesday 07 00 11 00 07 00 14 00 07 00 15 00 07 00 13 00 14 00 22 00 13 March 13 EXENTOS 123 123 Ca 123 123 Ca 123 123 Ca 123 123 Ca Thursday 14 March 13 15 March 13 Saturday 16 March 13 Sunday 17 March 13 Monday 18 March 13 Open Assignment Overview Similar to the Assignment Overview in the HRM this is where you can see all of the available assignments at a glance The Date Picker lt August 2012 September 2012 October 2012 gt Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa 12

Staffpoint™ Personnel Panel 3.0 User Manual

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Staffpoint™ Personnel Panel 3.0 User Manual