Employee Settings
Clicking on an Employee in the Employee List shows a pop-up where you can set additional Employee settings:
Employee Name: you can edit the employee's name. We recommend using LAST names so as to limit characters and improve calendar aesthetics.
Initials: by default, Equina will either use first letter of Employees first name for a single character initial, OR combination of the first letter of the first name and the first letter of the last name in 2-character initials. Setting your own initials will allow you control in certain areas of the application.
Employee ID: we recommend using an ID that is used in your 3rd party softwares, so as to easily allow integration of those applications with Equina.
Employee type: you have a choice between Full-time, Part-time, and per diem.
Employee is Active: making an employee inactive simply prevents the auto-scheduler from considering them in the scheduling. If you would like to keep shift associations to employees that are no longer with you, then we recommend making an employee inactive instead of deleting them.
Linked User: every employee in a site should be linked to a user. The reason why we separate out Employee and User as separate fields is to allow a user to be an employee at multiple scheduling sites. When adding an Employee, you can also create and link a user to that employee. Alternatively, you can go to Account > Users > Add New User to add new users to the user list.
Inactive Periods: you can specify inactive date range if the employee is on a Maternity Leave, Sick Leave, or anything else you require. Just click on the small green "+" icon to set a new inactive period date range. The scheduling engine will not scheduling this employee during any inactive date ranges, but will look at scheduling the employee once they are back from an inactive period. On enterprise plans, we have specialized reporting to identify inactive periods in the employee views.
Disable Shift On & Shift Off Requests: you can control which employee is able to request specific shifts. By default, as long as your Site settings allow for a certain type of request category, every employee will be able to submit requests.
Contract: you can link an employee to a set rule contract for simplicity. Note that an employee tied to a contract CAN still have additional custom rules -- this allows for a lot of flexibility in how you design your scheduling site.
Role Code: this idea, while inherited from the contract name, is editable and ideally used when integrating with 3rd party software
Seniority: you can add seniority manually in the Seniority Settings or set an accrual workflow or have our team API in seniority data from a 3rd party HR software your organization uses.
Employee is high risk: this allows you to use the COVID risk stratify rule.
On-call note: allow your employee to have notes tied to the on-call schedule e.g. "Call cell first".
Skill Proficiency: set the employee's proficiency by skill.
Spot Proficiency: set the employee's proficiency by spots.
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