The Snap Schedule 365 user interface (UI) is designed to be flexible across all screen resolutions and devices. Whether you’re viewing Snap Schedule 365 on your smartphone or a laptop, it will be easy to navigate on differing screen sizes, thus providing an optimal experience with minimum re-sizing and scrolling.
The user interface consists of the following elements:
Home tab: Pressing the Snap Schedule 365 Logo will display the Scheduler Dashboard where schedulers can see the staffing overview for the current day, scheduled hours for the current day and week, daily statistics, pending time off/shift trade/open shift requests, upcoming events, and account information.
Schedule tab: Gives you access to all of Snap Schedule 365's functions. You can schedule your employees in either the Daily View by Employee, the Daily View by Shift, the Shift View, the Calendar View by Employee, or the Calendar View by Shift. You can view/modify the times when your employees punch in/out in the Punch View and can even view/modify the tasks that they perform in shifts from the Task View by Employee or Task View by Task. You can use auto-scheduling so that you can generate your schedule automatically. Finally, you can view/modify the shift trades and open shift bids created by your employees through Employee Remote Access.
Activities tab: Gives you the ability to quickly view and approve/reject employee Time Off Requests, Shift Trades, Open Shift Bids, and view a list of Recorded work hours for each employee. Finally, you can create and define to-do items for schedulers.
Manage tab: Gives you the ability to define as many data entries as want to use in the Schedule tab. For example, you can define employees and their respective positions, skills, and teams. You can also define shifts and their respective locations, shift categories, premium policies, and assignment reasons. To complement those shifts, you can define tasks and task categories for your employees. Finally, you can define time off and punch reasons for employees using Employee Remote Access.
Reports tab: Offers you an extensive set of reports which you can run, save, modify, export, and print. Reports organize important information into a tidy, automatically-generated document, meaning that you no longer have to spend time formatting your reports manually.
Admin tab: Allows schedulers to emulate the Employee Remote Access capabilities of employees and configure settings (roles) that apply to all schedulers and employees. You can modify settings for business information, overtime, calendar, schedule validation, and employee access. You can also import and export your schedule, export to various payroll formats, and create a new schedule based on sample data or an existing Snap Schedule file (.ssf) on your computer.
Logout button: Click this button to logout of Snap Schedule 365.
Lists provide an easy way to find, group, filter, sort, and present a large number of data records. You can select which list to view from the Manage Tab and the list content will be displayed in tabular format in the work area. Double-clicking a record on the list will open a data entry form that allows you to view and edit detailed record data. Right-clicking an entry on the list will display a context menu containing available commands specific to the entry. Refer to the About Lists section for additional information.
Forms, or popup windows, are a core feature behind Snap Schedule 365's user interface. Forms are used to:
Not only do forms display information and accept your input, they also allow you to interact with lists by giving you the power to: