About the User Interface

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:

The Main Menu: The Main Menu is a region at the top of the screen that contains a set of tabs on the left side and the title of the selected command on the right side. Clicking on a tab that with a drop-down icon will show a menu of related commands grouped by features. The Main Menu tabs are:

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 if you have repeatable patterns in your schedule.
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. You can also set up Auto Shift Callouts. 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. You can define time off and punch reasons for employees using Employee Remote Access. Finally, you can define the settings for a Virtual Time Clock so your employees can punch in/out for their shifts from a timeclock device (e.g. tablet or computer) that you set up.
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.

The Toolbar: The Toolbar is located below the Main menu and provides context sensitive toolbar buttons that are applicable to the selected Main Menu command. When you hover the mouse over a toolbar button, Snap Schedule 365 shows a tooltip pop-up that explains its function in just a few lines of text.
The Content Area: The Content Area is your work area and it displays information resulted from your commands. It is context sensitive, meaning that its content changes when you select a new schedule view, list, or report. The content pane is where you view, add, and work with schedules and data in Snap Schedule 365. Depending on the tab and commands you have selected, this area may show a daily, shift, or calendar view of the schedule; a dashboard; or a list of items. Use the vertical and horizontal scroll bars, when displayed, to scroll through the items displayed in the work area.

Lists

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

Forms, or popup windows, are a core feature behind Snap Schedule 365's user interface. Forms are used to:

Configure a schedule view.
Confirm operations such as file uploads, deletion of data records, and generation of an auto-schedule.
Define custom fields.
Modify system settings.
Perform various schedule view and report functions.
Print and email schedules to employees.
Select data such as employees, shifts, and time off reasons.
Upload custom reports.
View your Snap Schedule 365 subscription information.

Not only do forms display information and accept your input, they also allow you to interact with lists by giving you the power to:

Navigate to next/previous list entries by clicking Previous or Next.
Save or discard your changes by clicking Save or Cancel.
Save your changes and immediately create a new list entry by clicking Save & New.