MyTime Training: Job Aid Library

Access job aids below to help with the most common tasks in MyTime. Additional job aids are being added daily.

Job aids are supplements to required training courses for UCSF's MyTime implementation.

General System Functions

Employee Timekeeping

Employee Scheduling

Managing Timecards

Accruals - Managers

Review Employee Accrual Balances

Coming soon:

Approve Accrual Payout Request

 

Devices - Managers

Coming soon:

View Punches on Map Manager

 

Information Access - Managers

Add A Chart to A Dataview

Run the Time Detail Report

Search for An Employee

Coming soon:

Apply Conditional Formatting
By Employee View Search
Create a Personal Hyperfind for Employee Visibility period
Manage Tiles
Manage Timecards Time
Run the Rule Analysis Report

 

Time-Off and Timecards - Managers

Employee Time Off Requests

Add-Edit-Delete Punches

Approve Employee Timecards

Assign a Pay Code to Enter Time Off

Create a Delegation

Append Time To Multiple Employee Shifts

Delete A Paycode

Edit the Schedule in the Timecard

Justify Missing Time in the Timecard

Making Historical Corrections

Remove Timecard Approvals

Resolve Timecard Exceptions - Hourly Timecard

Review and Approve Pending Timecard Change Requests

Review Time Off Requests Dataviews

Sign-Off Employee Timecards
 

Coming soon:

Approve Overtime Group
Identify Pay Code Distribution and Overtime Rules
Manage Historical Time Off
Manage Overtime in the Timecard
Move Timecard Total Amounts

Review Historical Corrections
Target Hours

 

Managing Attendance

Coming soon:

Resolve Attendance Events in Timecards
Run Attendance Reports
Make a Manual Adjustment

Core Scheduling

Schedule Creation Quick Start Guide: Core Scheduling

Access Employee Schedules

Create a Shift from a Shift Template

Assign Pay Code for Partial Shift

Delete a Schedule Pattern

Edit a Pay Code in a Schedule

Edit a Schedule Pattern

Edit a Single Shift

Employee Schedule-Weekly Report

Location Schedule Detail - Weekly Report

Location Schedule - Weekly Report

Lock and Unlock Shifts

Maintain Shifts

Manage Schedule Audits

Manage Schedule Tile

Print Report from Schedule Planner

Restore Shifts or Paycodes

Schedule Updates Using Drag and Drop

Define Time Periods in MyTime

Select Employees in the Schedule

Transfer a Shift in the Schedule

Coming soon:

Add Employee to Employment Terms Group
Add Employee to Schedule Group
Manage Request Periods
Manage Schedule Groups
Remove An Employee from a Schedule Group
Remove an Employee from Employment Terms Group
Shifts or Pay codes Reinherit

Advanced Scheduling

Schedule Creation Quick Start Guide: Advanced Scheduling

Plan Schedules

Managing Employee Preferences in MyTime Advanced Scheduling

Using the Workload Planner in MyTime Advanced Scheduling

Assigning and Tracking Employee Skills and Certifications in MyTime Advanced Scheduling

How to Manage Workload Patterns in MyTime Advanced Scheduling

How to Access Skills and Certification Details in MyTime

 

Create Schedules

Tracking Rules Violations in MyTime Advanced Scheduling

Opening Shift Assignments in MyTime Advanced Scheduling

Managing Staffing Tasks in MyTime Advanced Scheduling

Generating Schedules in MyTime Advanced Scheduling

Evaluating Daily Coverage in MyTime Advanced Scheduling

Creating Open Shifts in MyTime Advanced Scheduling

How to Apply Shift Segment Tags in MyTime Advanced Scheduling

 

Maintain Schedules

Viewing the Schedule by Job in MyTime Advanced Scheduling

Unassigning an Employee from a Shift in MyTime Advanced Scheduling

Reviewing the Staffing Dashboard in MyTime Advanced Scheduling

How to Post and Unpost Schedules in MyTime Advanced Scheduling

Performing Mult-Edit Actions in the MyTime Schedule Planner

Managing Shift Breaks in MyTime Advanced Scheduling

How to Schedule a Break Nurse Shift in MyTime Advanced Scheduling

 

Manage Schedules

How to Manage Availability Requests in MyTime Advanced Scheduling 

Pushing Notifications to Fill Open Shifts and Viewing the Call Log in MyTime Advanced Scheduling 

Managing Open Shift Requests in MyTime Advanced Scheduling 

Using the MyTime Advanced Scheduling Call List to Fill Open Shifts and Record Outcomes 

Clinical Scheduling Extensions

Coming soon:

Add Notes in Clinical Scheduling Extensions
Defining Patient Workload Levels
Generate Reports
How to Add and Edit Forecast Events
How to Assign Patients and Tasks
How to Use the Assignment Wizards
How to Use Patient and Staff Tags
How to View Census Data
How to View Historical Components of a Prediction
Using the Scratch Pad in Healthcare Extensions