Copyright: ® Kenneth Liew 1993


INTRODUCTION
esp

Employee Schedule Partner

INTRODUCTION

FEATURES

Installing esp

The Main Menu

The Setup Menu

This Weeks Availability Changes

This Week's Schedule Changes

Reports


INTRODUCTION

Welcome to Employee Schedule Partner - esp!  An easy-to-use program designed with the small business owner in mind, yet powerful enough to resolve the most demanding scheduling requirements of major corporations.  With esp your time consuming nightmare of  periodically redesigning  employee schedules is over.  Once you have entered information on your employees and established your schedule requirements, creating  a schedule is as simple as pushing a button.  And esp doesnt stop there.  At your fingertips is a wealth of information including, payroll estimator,  vacation time request, personalized  schedules printed for each employee, quick access to changes of all employees availability, and a wide range of  pre-designed forms to help you manage your schedules more efficiently. And at every step of the program you have the option of displaying help screens to assist you with any questions you may have. We hope this program will become and essential tool for developing your schedules, and encourage any suggestions that could improve future releases.


FEATURES

*  Compatible with  Windows 95 graphical Environment.

*  Assignment of different shifts for each position.

*  Schedules are actually computed by esp!

*  Dates assigned to weeks for accurate referencing.

*  Payroll estimator for budget assistance.

*  Allowance of lunch or breaks for estimating payroll budget.

*  Ability to automatically dial an employees telephone number.

*  Full range of reports to help you schedule more efficiently.

*  Pull down menus  and buttons for easy access and navigation.

*  Easy control of weekly changes in employees availability to work.

*  Easy control of weekly changes to your schedule requirements.

*  Allows for scheduling of positions with stations and skill level.

*  Quick access to employee scheduling information.

*  Full mouse support.

*  Built-in Help.

*  Screens that are easy to understand.

*  Detailed manual with easy reference section.

*  Unlimited number of employees for scheduling.


Installing esp

System Requirements

Installing Program

Starting Program

Where the Help is:

Conventions Used in the Help

Understanding Windows terminology with esp

Entering information throughout the program

Registration of Program

Technical Support

COPYRIGHT  1994 BY BusinessTECH


System Requirements

To run esp, you need:

  Microsoft WindowsTM environment version 3.1 or later (must be 	acquired  separately).

  PC using a 386 or higher microprocessor.

  Minimum 4MB of memory (8 MB or higher recommended)

  4.7 MB of free hard disk space

  EGA OR higher resolution monitor

  Microsoft Mouse or compatible pointing device

  Any printer that prints on normal paper


Installing Program

1. Turn your computer on and begin the windows program.

2. Place the diskette labeled number 1 in floppy drive.

3. From the Windows Program Manager, pull down the File menu and select Run.  For Windows  95 users click the Start button then select Run

4. At the command line, type a:\setup or  b:\setup if you are using drive b.

5. The main installation dialog box appears on the screen with the default c:\esp as the directory you will install esp.  If you wish to change this default, type in new path in the command line. esp will begin installing, prompting you to change disk when required.


Starting Program

1. Double click the esp icon.

2. The Main Menu of esp will be displayed.


Where the Help is:

Pop-up Button Titles

The Checklist - Main Menu

Coach

Specific Help

The Status Bar


Pop-up Button Titles

The name of each button will appear by simply placing pointer device over button.  You do not need to click button for the Pop-up title to appear. The above example displays, Next Position when placing pointer over the RIGHT ARROW BUTTON.

To initiate, place pointer over any button, and a title will display.


The Checklist - Main Menu

The CHECK LIST BUTTON located on the Toolbar opens a dialog box for tracking the task you have accomplished in producing a schedule. The checklist offers an alternative and recommended approach for entering information for the first time user. The numbers on the Checklist are buttons which automatically take you to the screen requiring information to be entered.  After you have selected a screen and entered information,  a check mark will appear next  to the button number. It is recommended that you follow the number sequence listed in the Checklist, since certain steps should be accomplished before others.  If you wish to remove the checklist window, simply click the HIDE BUTTON on the bottom of the checklist. * This is an optional screen of esp yet recommended for first time users.

To initiate, click pointer on THE CHECKLIST BUTTON and the checklist will appear.


Coach

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. * This is an optional dialog box of esp yet recommended for first time users.

To initiate, click pointer on the COACH BUTTON, and the Coach dialog box will display.


Specific Help

On every screen in esp, there is a HELP BUTTON at the right end of the Toolbar ready to be pressed if you begin to get lost or dont know what to do next. By clicking the HELP BUTTON, a question mark with a pointer will appear. With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.

You can also obtain context sensitive help for a given subject by placing the focus on the area in question and pressing the F1 key on your keyboard. A help screen will appear with specific information regarding the button or entry box in focus.

     +


The Status Bar

Located on the bottom of every screen, the Status bar offers a description of the area in focus.

To initiate, simply click pointer on a entry box or button (with buttons on the esp program, click pointer without releasing the button on mouse) and a description will appear on the status bar.


Conventions Used in the Help

Conventions used in this on-screen help are for the purpose of helping the user learn more quickly and recognize areas and functions of the esp program easily. The following is a representation of conventions used:

THE TITLE OF EVERY BUTTON OR ENTRY BOX IS SHOWN IN CAPITAL LETTERS.

A Screen Name or area in the esp Program is Displayed in Italics.

Actions required by the user are displayed in bold italics.

Caution areas are marked in red.

Examples and Notes are marked in blue (i.e. and Notes)

optional areas not required to run esp are marked in magenta.


Understanding Windows terminology with esp

Throughout the esp program, certain terminology will be referenced for identifying a location on a screen or for entering information.  The following are the terms most commonly used throughout the esp program.

Toolbar

DATA ENTRY BOX

Down Arrow Button

Pulldown Menus

SCROLL BAR

SCHEDULE LINE

DEFAULT


Toolbar

Located at the top of every screen and menu, the Toolbar contains buttons for frequently used commands,  procedures and accessing other screen and menus.

To initiate, click pointer on any of the buttons.


DATA ENTRY BOX

Displayed as a white box, the DATA ENTRY BOX is for entering specific information requested.

To initiate, click pointer in the box and enter information.  Information can also be entered using the DOWN ARROW BUTTON if one is adjacent to entry box.


Down Arrow Button

Located next to data entry box, the DOWN ARROW BUTTON allows you to access a selection of entry information.

To initiate, click the Down Arrow Button, then click on the name or number from the selection in pull down menu.


Pulldown Menus

A Pulldown Menu will appear when you click the DOWN ARROW BUTTON that is adjacent to a DATA ENTRY BOX.  It contains a list of data that is available for selection.

To initiate, click the DOWN ARROW BUTTON next to data entry box, then, click the name or number from list in pull down menu.


SCROLL BAR

The scroll bar is located to the right of information on a screen.  By clicking the down the square button located between the two arrows, the user can scroll information on the screen up or down.

To initiate, click the square button between the two arrows to scroll information up or down.


SCHEDULE LINE

A Schedule Line is an entire row of information pertaining to one shift, position or day.  You may think of a Schedule line as a schedule slot or one individual schedule for one person in a given shift.  The example above shows a schedule line for Joe Smith highlighted in red.


DEFAULT

Throughout the esp program, reference may be made to default information when entering new information in an entry box. The default value equals the value that will appear on the screen automatically,  this can be changed for each individual employee if desired. The default information can either be entered by the user initially in the setup screen or by esp, if it is unlikely to change.  If the user encounters existing information in an entry box, this is known as default information and can still be changed by simply typing over information.


Entering information throughout the program

This program is designed to work efficiently using the minimum effort on your part to enter information. After you have initially entered information using your keyboard,  in most cases  you have the option of accessing pull down menus to help access this information. Simply, click the DOWN ARROW BUTTON at the entry box you are filling, and a pulldown menu of choices will appear. Then move pointer to your selection and  click. You may also access information using the scroll bar located on the right. To scroll, click the SCROLL BAR BUTTON and drag button up or down, or, click the UP ARROW button to scroll up and the DOWN ARROW button to scroll down. This method makes the tedious task of entering and changing names, positions, stations, and times easy with the click of a button.


Registration of Program

esp encourages you to complete and mail the registration form provided in the reports menu as soon as you install the program. In order for esp to provide the best possible support it is critical that we know how to contact you. Your registration assures you of receiving any changes and updates to the program.  As a registered user you have access to on-line technical support (fees may apply), priority on future releases of this program, qualify for discounts, and other special offers.

At the start of the program you will be prompted by this screen:

The screen shows, the program ID box, the number of times left for accessing the program without registering, and a blank entry box for entering your registration (Serial) number.

Please note, all users are required to register esp. Each time you begin the program you will be given the option of printing a registration form. The registration dialog box will not display after registration is completed. You can use esp for the first four (4) times without registering.  On the fifth time you will no longer be able to use program until you register.


Technical Support

esp Technical Support options for all esp users is available via America On-line and telephone support.  To reach esp via America On-line, type esp@aol.com. For telephone support dial 702-555-1212 between the hours of 8:00 AM and 5:00 PM Central Standard time.  Please be advised that fees may apply for all telephone support.


COPYRIGHT  1994 BY BusinessTECH

BusinessTECH reserves the right to make improvements in the product described in the on-line help at any time without notice. Companies, names and data used in examples herein are fictious unless otherwise noted.

All rights reserved. The software product, including the manual and the diskette supplied, is copyrighted and contains proprietary information.  You are encourage to make backup copies of the Software for your own use, you are not allowed to make unlimited copies.  This document may not, in whole or in part, be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine readable form, except in the case of brief quotations embodied in critical articles and reviews, without prior consent, in writing , from BusinessTECH. The Software contains trade secrets and in order to protect these secrets, you may not disassemble, decompile, reverse engineer,  or otherwise reduce the software to human-perceivable form. The software is protected by the copyright laws that pertain to computer software.  It is illegal to give copies to another individual, or duplicate the Software by any other means, including electronic transmission. Willful violations of the Copyright Law of the UNITED STATES of AMERICA can result in civil damages of up to $50,000 in addition to actual damages, plus criminal penalties of up to one year imprisonment and/or a $10,000 fine.

Limited Warranty on Media.  BusinessTECH warrants the diskettes on which the software is written  to be free from defects in material and workmanship, assuming normal use, for a period of 90 days from date of purchase. If defect occurs during this 90 day period, the diskette may be returned for replacement without charge, provided that you have completed the enclosed registration form and returned it to BusinessTECH.

EXCEPT FOR THE EXPRESS WARRANTY PROVIDED ABOVE, BUSINESSTECH OFFERS NO OTHER WARRANTIES, EITHER EXPRESS OR IMPLIED, BY STATUE OR OTHERWISE, WITH RESPECT TO THE SOFTWARE, AND RELATED MATERIALS ITS MERCHANTABILITY, ITS QUALITY, OR ITS FITNESS FOR ANY PARTICULAR PURPOSE. THE LIABILITY OF BUSINESSTECH UNDER THE WARRANTY SET FORTH ABOVE SHALL BE LIMITED TO THE AMOUNT PAID BY THE CUSTOMER FOR THE  PRODUCT. IN NO EVENT SHALL BUSINESSTECH BE LIABLE FOR ANY SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES FOR BREACH OF WARRANTY.


The Main Menu

Overview - Main Menu

The Function of each Button in the  Main Menu

Located on the Menu Bar:


Overview - Main Menu

The Main Menu is organized into five buttons. They are positioned in the chronological order of steps you should accomplish to generate your first schedule. Once you have produced a schedule, you will only need to enter the Setup Menu when adding/deleting employees, or making permanent changes to schedule. The five buttons located on the Main Menu are:

SETUP  -Permanent information.

START NEW SCHEDULE   - Create a working copy of the permanent setup information.

THIS WEEK'S AVAILABILITY CHANGES - Allows for temporary  availability changes.

THIS WEEK'S SCHEDULE CHANGES   - Allows for temporary schedule changes.

GENERATE SCHEDULE  -  Produces a schedule.

The first step begins with the SETUP BUTTON, which opens the Setup Menu. Here you will set the framework for your scheduling requirements as well as your employees availability  parameters.  It is the information that will remain constant.

After you enter the permanent information in the Setup Menu, you can then select the START NEW SCHEDULE BUTTON in the Main Menu  to transfer this information to a platform that allows you to make temporary changes.  This button starts your new schedule each week. It discards any changes you made the previous week which no longer apply.

The purpose of the THIS WEEK'S AVAILABILITY CHANGES and THIS WEEK'S SCHEDULE CHANGES  BUTTONS are to allow you to make temporary changes to the information you entered in Setup Menu. This way when the temporary changes no longer apply, you can resort back to your permanent information in the Setup Menu. (i.e. If your company hires a new employee you would make changes in the Setup Menu, but if one of your employees requires a week off and will resume their regular schedule upon their return, then you would make these changes in the This Weeks Availability Changes Screen).

One of the final steps, is attained with the GENERATE SCHEDULE BUTTON. Here the program combines your scheduling requirements with the availability of your employees to produce a schedule.  From here you simply print this information with the REPORTS BUTTON.

Also on the Main Menu is a Toolbar and a Menu bar located on the top of the screen. Both the Toolbar and the Menu bar remain fairly constant throughout the esp program.


The Function of each Button in the  Main Menu

EXIT BUTTON - Main Menu

BACKUP BUTTON - Main Menu

CHECK LIST BUTTON - Main Menu

COACH BUTTON - Main Menu

REPORTS BUTTON - Main Menu

HELP - Main Menu

SETUP BUTTON  - Main Menu

START NEW SCHEDULE BUTTON - Main Menu

THIS WEEK'S AVAILABILITY CHANGES BUTTON - Main Menu

THIS WEEK'S SCHEDULE CHANGES BUTTON - Main Menu

GENERATE SCHEDULE - Main Menu


EXIT BUTTON - Main Menu

Once you have finished using esp, the EXIT BUTTON returns you to windows. The small horizontal line in the upper left hand corner accomplishes the same function as the EXIT BUTTON.

To initiate, place pointer on the EXIT BUTTON and click.


BACKUP BUTTON - Main Menu

The BACKUP BUTTON is located on the Toolbar for easy access and visibility for those of us who might forget to constantly backup. Backing up copies you data to a floppy diskette so that your information is protected in case your system crashes. You can aIso backup information to your hard or tape drive. It is highly recommended that schedule data be backed up after each schedule is completed.

To initiate, place pointer on the BACKUP BUTTON and click. A dialog box pops up requesting which drive you would like to use for backing up your data.  The horizontal bar displays the progress of your backup.

BACKUP DIALOG BOX- Main Menu


BACKUP DIALOG BOX- Main Menu

The Backup Dialog Box shows the date range corresponding to the week that is being saved to disk. A directory entry box allows you to enter the drive and directory that you wish to save your esp data.   You can also click the BROWSE BUTTON next to the entry box to quickly view all the directories available. Once you enter the directory for backup,  click the OK BUTTON and a horizontal bar displays the backup progress. If you want to abort backup, click the  CANCEL BUTTON.

To initiate, select the backup directory by clicking the BROWSE BUTTON. If you choose A or B as your drive, place a diskette in drive. Then click the OK BUTTON to begin backup, or the CANCEL BUTTON to abort.


CHECK LIST BUTTON - Main Menu

The CHECK LIST BUTTON located on the Toolbar opens a dialog box for tracking the task you have accomplished in producing a schedule. A check mark will appear next to the subject you have finished. * This is an optional screen of esp yet recommended for first time users.

To initiate, click the CHECK LIST BUTTON on the Toolbar, and a checklist will pop up.

CHECK LIST - Main Menu


CHECK LIST - Main Menu

The checklist offers an alternative and recommended approach for entering information for the first time user. The numbers on the Checklist are buttons which automatically take you to the screen requiring information to be entered.  After you have selected a screen and entered information,  a check mark will appear next  to the button number. It is recommended that you follow the number sequence listed in the Checklist, since certain steps should be accomplished before others.  If you wish to hide the checklist window, simply click the HIDE BUTTON on the bottom of the checklist.  * This is an optional screen of esp yet recommended for first time users.

To initiate, click the number which corresponds to the step that your are accomplishing.


COACH BUTTON - Main Menu

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. * This is an optional dialog box of esp yet recommended for first time users.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


REPORTS BUTTON - Main Menu

Located on the Toolbar,  this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON located on the center of the Toolbar and click. The Reports Menu will be displayed for selection of desired reports.


HELP - Main Menu

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


SETUP BUTTON  - Main Menu

The SETUP BUTTON opens the Setup Menu Screen for entering and deleting the:

* Startup information needed for your schedule.

* Names of permanent positions and stations.

* Names of permanent employees and times they can work.

* Employers permanent schedule requirements.

To initiate the setup screen place pointer device on the SETUP BUTTON and click.


START NEW SCHEDULE BUTTON - Main Menu

The START NEW SCHEDULE BUTTON located on the Main Menu copies all the permanent information from the Setup Menu to the This Weeks Availability Changes and This Weeks Availability Changes Screens.

To initiate a new schedule place pointer device on the START NEW SCHEDULE BUTTON and click.

START NEW SCHEDULE DIALOG BOX - Main Menu


START NEW SCHEDULE DIALOG BOX - Main Menu

The Start New Schedule Dialog Box appears when you click the START NEW SCHEDULE BUTTON.  The range of dates corresponds to the week you are currently making a schedule. The schedule date range (week) can be changed by clicking one of the two arrow buttons. To advance to the next week dates, click the RIGHT ARROW BUTTON.  To move backwards to an earlier week, click the LEFT ARROW BUTTON.  Once the correct schedule dates have been selected for the new week, click the OK button. This process will copy schedule information from the permanent schedule to this weeks schedule, and will erase information that is currently on this weeks schedule.

CAUTION: If there is information on this weeks schedule that you would like to access in the future, it is recommended that you backup data before continuing.  Click the BACKUP BUTTON to begin backup.  Backing up aborts starting new schedule, you must click the NEW SCHEDULE BUTTON again after you have completed backup.  Click the CANCEL BUTTON to stop generating new schedule.

To initiate, select the desired week for new schedule, then click the OK BUTTON.


THIS WEEK'S AVAILABILITY CHANGES BUTTON - Main Menu

The THIS WEEK'S AVAILABILITY CHANGES BUTTON located on the Main Menu opens the screen for assigning temporary changes for an employee. Changes can be days they need off, or hours they can or cant work from their regular schedule.  They are caused by changes in the employee's personal schedule, rather than changes in your schedule requirements. (i.e. Joe cant work on Saturday.)

To initiate This Weeks Availability Changes Screen, place pointer device on the THIS WEEK'S AVAILABILITY CHANGES BUTTON and click


THIS WEEK'S SCHEDULE CHANGES BUTTON - Main Menu

The THIS WEEK'S SCHEDULE CHANGES  BUTTON located on the Main Menu, assigns temporary changes to the schedule. Changes can be made to:

*  Positions

*  Stations

*  Times

*  Skill level

*  Employees

*  Lunch Breaks

Keep in mind, changes in the schedule are related to business or seasonal changes,  rather than the employees personal needs. (i.e. Joes Bar and Grill is anticipating more customers for St. Patricks holiday, thus he would schedule additional employees to work that day.)

To initiate the This Week's Schedule Changes Screen, place pointer device on the THIS WEEK'S SCHEDULE CHANGES BUTTON and click.


GENERATE SCHEDULE - Main Menu

Producing a schedule is accomplished with the GENERATE SCHEDULE BUTTON. When this button is selected the program sorts through numerous possibilities until it produces a schedule to your specifications.

To initiate a schedule, place pointer device on the GENERATE SCHEDULE BUTTON and click.


Located on the Menu Bar:

File   Help

The Menu bar located above the Toolbar has additional functions which are not on buttons in esp.  The two categories include:  FILE and  	HELP

File - Menu Bar

HELP


File - Menu Bar

The file pull down menu can be accessed by either clicking the mouse on the FILE name, or by pressing the ALT key and the letter F which is the underlined letter on the name FILE.  In the FILE pull down menu you will find:

Print Setup

Reports

Backup

Restore

Auto Dialer

Password Setup

Print setup

Reports

Backup

Restore

Auto Dialer Setup

Password Setup


Print setup

Located under the File pull down menu of the Menu Bar, The Print Setup allows you to configure your printer.  This is the standard windows printer setup.  Please consult your windows manual if you need to reconfigure your printer.

To initiate, click the word File on the Menu Bar.  Next click the word Print Setup from the pull down menu that appears


Reports

Located under the File pull down menu of the Menu Bar,  Reports  allows you to access the Reports Dialog Box for selecting and printing reports.

To initiate, click the word File on the Menu Bar. Next click the word Report from the pull down menu that appears


Backup

Located under the File pull down menu of the Menu Bar, Backup allows you to access the Backup Dialog Box for backing up your data.

To initiate, click the word File on the Menu Bar. Next click the  word Backup from the pull down menu that appears.

BACKUP DIALOG BOX


BACKUP DIALOG BOX

The Backup Dialog Box shows the date range corresponding to the week that is being saved to disk. A directory entry box allows you to enter the drive and directory that you wish to save your esp data.   You can also click the BROWSE BUTTON next to the entry box to quickly view all the directories available. Once you enter the directory for backup,  click the OK BUTTON and a horizontal bar displays the backup progress. If you want to abort backup, click the  CANCEL BUTTON.

To initiate, select the backup directory by clicking the BROWSE BUTTON. If you choose A or B as your drive, place a diskette in drive. Then click the OK BUTTON to begin backup, or the CANCEL BUTTON to abort.


Restore

Located under the File pull down menu of the Menu Bar,  this command allows you to restore data which was previously backed up. Any changes made to the schedule after your last backup will be lost.

To initiate, click the word File from the Menu Bar. Next click the word Restore, from the pull down menu that appears.

RESTORE DIALOG BOX


RESTORE DIALOG BOX

The Restore Dialog Box shows the date range corresponding to the week that is being restored to disk.  By clicking the right and left arrows the range of dates corresponding to a week can be changed.  A directory entry box allows you to select the drive and directory where your esp data was saved.   You can also click the BROWSE BUTTON next to the entry box to quickly view all the directories available. Once you enter the directory where the file was saved,  click the OK BUTTON and a horizontal bar displays the restore progress. If you want to abort restore, click the  CANCEL BUTTON.

CAUTION: The restore command will delete any information you currently have in this weeks schedule.  If need your current schedule for later use, you should back up this data before performing a restore.

To initiate, select the directory that you saved your esp data, by clicking the BROWSE BUTTON.  If you choose A or B as your drive, place a diskette in drive. Then click the OK BUTTON to begin restore, or the CANCEL BUTTON to abort.


Auto Dialer Setup

Located under the File pull down menu of the Menu Bar,  the AUTO DIALER SETUP BUTTON, allows you to configure your modem to the correct Comm port.  The Wait time is the amount of time you have to pick up phone after you autodial a phone number. The Wait time can  be changed from one to nine seconds.  This is an optional feature of esp.

To initiate, place pointer on the AUTO DIALER BUTTON and click.

AUTO DIALER SETUP DIALOG BOX


AUTO DIALER SETUP DIALOG BOX

The Auto dialer Setup Dialog Box allows you to make changes to your comm port  and Wait time. The comm port that you have already set on your computer must match the comm port displayed in the COMM PORT ENTRY BOX.  The Wait time is the amount of time you have to pick up phone after you autodial a phone number. The Wait time can  be changed from one to nine seconds. This is an optional feature of esp.

To initiate, click the DOWN ARROW BUTTON next to the Comm Port entry box and select the comm port which corresponds to your computer setting.  Next click the DOWN ARROW BUTTON adjacent to the Wait Time entry box and select the desired wait time by clicking the number in the pull down menu. Finally click the OK BUTTON to exit.


Password Setup

Located under the File pull down menu of the Menu Bar,  the Password Setup allows you to add or change a password for accessing esp.  This is an optional feature of esp.

PASSWORD DIALOG BOX


PASSWORD DIALOG BOX

The PASSWORD DIALOG BOX allows you to add and make changes to a password used to access esp.  If you are changing passwords enter old password and then enter new password in both entry boxes shown.  Make sure that you keep a copy of your password, otherwise will be denied entry to your database.


HELP

The HELP pull down menu can be accessed by either clicking the mouse on the name HELP, or by pressing the ALT key and then the letter H which is the underlined letter on the name HELP. In the HELP pull down menu you will find:

Contents

Search...

About


Contents

The contents list all the topics available in the esp help.  Find the topic that you may have a question on and simply click the word highlighted in green.


Search...

Allows you to perform a search on a topic you may have questions on. Type the word or words which best describes your question.


About

Gives you information on the version of esp as well as your serial number.


The Setup Menu

Overview - Setup Menu

The Function of Buttons and Entry Boxes Located on the Setup Menu

Startup Information Screen

Permanent Positions and Stations Screen

The Permanent Employee and Availability Screen

Permanent Schedule Screen


Overview - Setup Menu

The Setup Menu consist of four buttons for accessing permanent information screens, and a Toolbar on top.  Here you will set the framework for your scheduling requirements as well as your employees availability  parameters.  Once you have produced a schedule, you will only need to enter the Setup Menu when adding/deleting employees, or making permanent changes to schedule.  It is the information that will remain constant. The sections for permanent information in the Setup Menu are:

*  Startup information.

*  The name of the positions and stations in your business.

*  The name of your employees and their availability.

*  Your work schedule requirements for your business

TIP - Setup Menu

.


The Function of Buttons and Entry Boxes Located on the Setup Menu

EXIT BUTTON - Setup Menu

COACH BUTTON - Setup Menu

PRINT SETUP BUTTON - Setup Menu

AUTO DIALER BUTTON - Setup Menu

HELP - Setup Menu

STARTUP INFORMATION BUTTON

PERMANENT POSITIONS AND STATIONS BUTTON

PERMANENT EMPLOYEE AND AVAILABILITY BUTTON

PERMANENT SCHEDULE BUTTON


EXIT BUTTON - Setup Menu

Located on the bottom right side of the Setup Menu, the EXIT BUTTON escapes the Setup Menu and returns to the Main Menu. The small horizontal line in the upper left hand corner accomplishes the same function as the EXIT BUTTON.

To initiate, place pointer on the EXIT BUTTON and click.


COACH BUTTON - Setup Menu

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One button will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. * This is an optional dialog box of esp yet recommended for first time users.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


PRINT SETUP BUTTON - Setup Menu

Located on the Toolbar of the Setup Menu, the PRINT SETUP BUTTON, allows you to configure and install your printer. (See your Microsoft  Windows manual for more information on Print Setup).

To initiate, place pointer on the PRINT SETUP BUTTON and click.


AUTO DIALER BUTTON - Setup Menu

Located on the Toolbar of the Setup Menu, the AUTO DIALER SETUP BUTTON, allows you to configure your modem to the correct Comm port.  The Wait time is the amount of time you have to pick up phone after you autodial a phone number. The Wait time can  be changed from one to nine seconds.  This is an optional feature of esp.

To initiate, place pointer on the AUTO DIALER BUTTON and click.

AUTO DIALER SETUP DIALOG BOX - Setup Menu


AUTO DIALER SETUP DIALOG BOX - Setup Menu

The Auto dialer Setup Dialog Box allows you to make changes to your comm port  and Wait time. The comm port that you have already set on your computer must match the comm port displayed in the COMM PORT ENTRY BOX.  The Wait time is the amount of time you have to pick up phone after you autodial a phone number. The Wait time can  be changed from one to nine seconds. This is an optional feature of esp.

To initiate, click the DOWN ARROW BUTTON next to the Comm Port entry box and select the comm port which corresponds to your computer setting.  Next click the DOWN ARROW BUTTON adjacent to the Wait Time entry box and select the desired wait time by clicking the number in the pull down menu. Finally click the OK BUTTON to exit.


HELP - Setup Menu

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


STARTUP INFORMATION BUTTON

Located in the Setup Menu, this button opens the Startup Information Screen, which is used to enter the most commonly start and end times for your business.  Also on the Startup Information Screen you will enter the default values for the employee setup, payroll estimation, ending time for your business and first day of the week.

To initiate,  click pointer on the STARTUP INFORMATION BUTTON and the Startup Information Screen will appear.


PERMANENT POSITIONS AND STATIONS BUTTON

Located on the Setup Menu, this button opens the Permanent Positions and Stations Screen, which is where you will enter all your positions and stations for your business.

To initiate,  click pointer on the PERMANENT POSITIONS AND STATIONS BUTTON and the Permanent Positions and Stations Screen  will appear.


PERMANENT EMPLOYEE AND AVAILABILITY BUTTON

Located on the Setup Menu, this button opens the Permanent Employee and Availability Screen. Here you can enter personal scheduling information for each of your employees.

To initiate,  click pointer on the PERMANENT EMPLOYEE AND AVAILABILITY BUTTON and the Permanent Employee and Availability Screen will appear.


PERMANENT SCHEDULE BUTTON

Located on the Setup Menu, this button opens the Permanent Schedule Screen, which is where you enter your work schedule requirements for your business.

To initiate,  click pointer on the PERMANENT SCHEDULE BUTTON and the Permanent Schedule  Screen  will appear.


Startup Information Screen

Overview - Startup Information Screen

Located on the Startup Information using step by step coach:

The Function of Each Button in the Toolbar of the Startup Information Screen.

DEFAULT VALUES FOR EMPLOYEE SETUP AREA

DEFAULT VALUES PAYROLL ESTIMATOR AREA - Startup Information Screen

Values for Schedule Setup - Startup Information Screen

TIME ENTRY AREA - Startup Information Screen

How to Enter Information on the Startup Information Screen

How to Delete Commonly used Times in the Startup Information Screen

How to Change Information on the Startup Information Screen


Overview - Startup Information Screen

The purpose of the this screen is to enter some basic information about your scheduling requirements.

Also, on this screen you will indicate the:

•	Default values for the employee setup:

The maximum days per week, the maximum shifts per day, the maximum hours per day, and maximum between hours.

•	Default values for employee payroll estimator:

Time allotted for lunch break time, hourly wage, overtime pay per hour and overtime pay per week.

•	Values for schedule setup:

The ending time for your business day and day your business week begins.

The commonly used arrival and departure times,  you can quickly click these times later from pull down menus located next to time entry lines. This is more efficient than typing the time for each employee and position.

EXAMPLE


Located on the Startup Information using step by step coach:

Greatest number of days - Startup Information - Coach

Greatest number of hours per day - Startup Information - Coach

Greatest number of shifts - Startup Information - Coach

Maximum Hours Between Shifts - Startup Information - Coach

Lunch Break Time - Startup Information - Coach

Hourly Wage - Startup Information - Coach

Hours for Overtime Pay Per Day - Startup Information - Coach

Wage for Overtime Pay  Per Day - Startup Information - Coach

Hours for Overtime Pay Per Week - Startup Information - Coach

Wage for Overtime Pay  Per Week - Startup Information - Coach

First Day of the Week - Startup Information - Coach

Earliest Time to begin work - Startup Information - Coach

Latest Time to end work - Startup Information - Coach

Most Commonly used Times - Startup Information - Coach


Greatest number of days - Startup Information - Coach

This entry box allows you set the default value for the maximum number of days per week most employees want to work, this can be changed for each individual employee at a later time if desired. The range for selection can be any number from one to seven.

To initate, type a number between 1 and 7 that corresponds to the maximum number of days most employees will want to work per week.


Greatest number of hours per day - Startup Information - Coach

This entry box allows you to set the default value for the maximum number of hours per day most employees want to work. This number can be changed for each individual employee at a later time if desired.  (i.e. Most employees at Bills shop are willing work 8 hours per day.)

To initiate, place pointer on the DOWN ARROW BUTTON and click the number desired.


Greatest number of shifts - Startup Information - Coach

This entry box allows you to set the default value for the maximum shifts per day most employees want to work.  This number can be changed for each individual employee at a later time if desired.  Shifts are a range of hours you have assigned a position to work. (i.e. Joe believes most of his employees are willing two shifts - the morning shift (8:00AM to 12:00PM, and the afternoon shift 12:00PM to 5:00PM.)

To initiate, type a number between 1 and 10 that corresponds to the maximum number of shifts most employees will want to work per day.


Maximum Hours Between Shifts - Startup Information - Coach

This entry box allows you to set the default value for the maximum number of hours per day most employees want to wait between shifts.  (i.e.  Joe doesnt believe any of his employees will wait more than two hours between shifts, so he assigns a 2 for the maximum hours between shifts.)

To initiate, type a number that corresponds to the maximum hours most employees will consider waiting before commencing their next shift.


Lunch Break Time - Startup Information - Coach

The Lunch Break Time Entry Box represents the amount of time most employees  take for lunch break (or any unpaid breaks) If your company offers multiple unpaid breaks, enter the total. The value should be  0 if no unpaid breaks exist.  (i.e. Ann believes most of her employees will be assigned a hour break, thus she enters 60 minutes.)   This is an optional feature of esp.

To initiate, enter a number in minutes that corresponds to the maximum number of minutes most employees will take for a break.


Hourly Wage - Startup Information - Coach

The Hourly Wage is the amount  most employees are paid.   This value may vary greatly from employee to employee, however, even if you just have  a handful of employees who earn the same wage, you will not have to re-enter their wages. (i.e. Diane starts all her employees at $5.00/hr. and the majority of her employees are new, thus she enters $5.00 for hourly wage.)   This is an optional feature of esp.

To initiate, enter a number which represents the dollar amount and two numbers for cents. (i.e. Five dollars and fifty cents would be entered as 5.50)


Hours for Overtime Pay Per Day - Startup Information - Coach

The number hours an employee must work to be elgible for overtime pay per day. The number of hours specified must be surpassed for an employee to qualify for overtime pay. The OT Daily is based on a daily computation, rather than weekly.  (i.e. Joe Blow pays employees a higher wage per hour if they work  8 or more hours a day). This is an optional feature of esp

To initiate, enter a number which represents the number of hours that must be exceeded to qualify for OT pay.


Wage for Overtime Pay  Per Day - Startup Information - Coach

The Overtime Daily Wage represents the amount most  employees earn per hour when working overtime per day. The OT Daily is based on a daily computation, rather than weekly.  You are establishing the amount to pay most employees for working overtime in a day. (i.e. Joe Blow pays employees $12.00 per hour for any hours worked over 8 hours per day). This is an optional feature of esp

To initiate, enter a number which represents the dollar amount and two numbers for cents to qualify for OT pay.  (i.e. Twelve dollars and fifty cents would be entered as 12.50)


Hours for Overtime Pay Per Week - Startup Information - Coach

The number hours an employee must work to be elgible for overtime pay per week. The number of hours specified must be surpassed for an employee to qualify for overtime pay.  You are identifying the number of hours an employee must work past to be considered for overtime pay.  The OT Weekly is based on a weekly computation, rather than daily.  (i.e. Joe Blow pays employees a higher wage per week if they work more than 40 hours a week). This is an optional feature of esp

To initiate, enter a number which represents the number of hours to qualify for OT pay.


Wage for Overtime Pay  Per Week - Startup Information - Coach

The Overtime Weekly Wage represents the amount most employees earn per hour when working overtime in a week. The OT Weekly is based on a weekly computation, rather than daily.  You are establishing the amount to pay most employees for working overtime in a week. The OT daily wage is ignored, if the number of hours worked for a week exceeds the number of hours specified in the OT Weekly Wage. If an employee has more than one position with different  pay, the last position this employee works before the end of the week  is the one which is used to calculate OT wage.    (i.e. Joe Blow pays employees $12.00 per hour for any hours worked over 40 hours per week). This is an optional feature of esp

To initiate, enter a number which represents the dollar amount and two numbers for cents to qualify for OT pay.  (i.e. Twelve dollars and fifty cents would be entered as 12.50)


First Day of the Week - Startup Information - Coach

This is the day of the week you choose to be the start day for your week  (i.e. Some business may only be open on week-ends and may choose to have Friday as the first day of the week.)

To initiate, click the day of the week you would like to set as the beginning of the week.


Earliest Time to begin work - Startup Information - Coach

This is the absolute earliest time you would ever consider having any employee begin work.  If there is a special occasion during the year which requires an employee to begin early, this is the time you want to indicate.  (Harry has his Manager begin at 5:00AM during the busy Christmas season.  This is two hours earlier from his normal day which begin at 7:00AM)

To initiate, type the hour and minutes which represents the earliest time you would ever have an employee commence work. Format is HH:MM am or PM.


Latest Time to end work - Startup Information - Coach

This is the absolute latest time you would ever consider having any employee leave work.  If there is a special occasion during the year which requires an employee to stay later, this is the time you want to indicate.  (Jane has her Accountant leave at 2:00AM during the second week in April, so that she may finish her taxes on time!)

To initiate, type the hour and minutes which represents the latest time you would ever have any employee leave work. Format is HH:MM am or PM.


Most Commonly used Times - Startup Information - Coach

The Commonly Used Times Area  facilitates your task of entering commonly used times for positions and employees. By entering the  most commonly used arrival and departure times,  you can quickly click these times later from pull down menus located next to time entry lines. This is more efficient than typing the time for each employee and position.  These times will be used later when assigning arrival and departure times for each employee in the  Schedule Screen,  the Positions Screen and  other screens in esp.

To initiate, click pointer in the first TIME ENTRY BOX.  Then type in the most frequent arrival times and departure times. Format is HH:MM am or PM.

EXAMPLE


The Function of Each Button in the Toolbar of the Startup Information Screen.

EXIT BUTTON - Startup Information Screen

COACH BUTTON -Startup Information Screen

REPORTS BUTTON - Startup Information Screen

HELP BUTTON - Startup Information Screen


EXIT BUTTON - Startup Information Screen

Located on the Toolbar, this button exits from the Startup Information Screen  to the Setup Menu.

To initiate,  place pointer on the EXIT BUTTON located on the left side of the toolbar and click.


COACH BUTTON -Startup Information Screen

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One button will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. * This is an optional dialog box of esp yet recommended for first time users.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


REPORTS BUTTON - Startup Information Screen

Located on the Toolbar,  this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON located on the center of the Toolbar and click. The Reports Menu will be displayed for selection of the desired reports.


HELP BUTTON - Startup Information Screen

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


DEFAULT VALUES FOR EMPLOYEE SETUP AREA

Located on the top left side of the Startup Information Screen, this area allows you to enter commonly used values for the majority of your employees work schedules.  By entering information here, you avoid the repetition of re-entering the same information for each employee later. It is possible to change the default value afterwards for any employee who may have different criteria. The values entered in the Employee Setup Area are: Maximum Days per week, Shifts per Day, Hours per Day and Hours Between Shifts.

MAXIMUM DAYS PER WEEK - Default Values (Employee Setup)

MAXIMUM HOURS PER DAY - Default Values (Employee Setup)

MAXIMUM SHIFTS PER DAY - Default Values (Employee Setup)

MAXIMUM HOURS BETWEEN SHIFTS - Default Values (Employee Setup)


MAXIMUM DAYS PER WEEK - Default Values (Employee Setup)

Located on the left side of the screen, this entry box allows you set the default value for the maximum number of days per week most employees want to work, this can be changed for each individual employee at a later time if desired. The range for selection can be any number from one to seven.

To initiate, place pointer on the DOWN ARROW BUTTON and click the number desired.


MAXIMUM HOURS PER DAY - Default Values (Employee Setup)

Located below the Maximum Shifts Per Day on the left side of the screen, this entry box allows you to set the default value for the maximum number of hours per day most employees want to work.  This number can be changed for each individual employee at a later time if desired  (i.e. Most employees at Bills shop are willing work 8 hours per day.)

To initiate, place pointer on the DOWN ARROW BUTTON and click the number desired.


MAXIMUM SHIFTS PER DAY - Default Values (Employee Setup)

Located below the Maximum Days Per Week on the left side of the screen, this entry box allows you to set the default value for the maximum shifts per day most employees want to work.  This number can be changed for each individual employee at a later time if desired.  Shifts are a range of hours you have assigned a position to work. (i.e. Joe believes most of his employees are willing two shifts - the morning shift (8:00AM to 12:00PM, and the afternoon shift 12:00PM to 5:00PM.)

To initiate, place pointer on the DOWN ARROW BUTTON and click the number desired.


MAXIMUM HOURS BETWEEN SHIFTS - Default Values (Employee Setup)

Located below the Maximum Hours Per Day on the left side of the screen, this entry box allows you to set the default value for the maximum number of hours per day most employees want to wait between shifts. This number can be changed for each individual employee at a later time if desired (i.e.  Joe doesnt believe any of his employees will wait more than two hours between shifts, so he assigns a 2 for the maximum hours between shifts.)

To initiate, place pointer on the DOWN ARROW BUTTON and click the number desired.


DEFAULT VALUES PAYROLL ESTIMATOR AREA - Startup Information Screen

Located in the left center of the Startup Information Screen, this area allows you to enter commonly used values for the majority of your employees work schedule. The purpose of the Payroll Estimator is to allow esp to estimate a weekly or daily payroll budget for one or all employees.   By entering information here, you avoid the repetition of re-entering the same information for each employee later. It is possible to change the default values afterwards for any employee who may have different criteria.   In the Payroll Estimator Area you will enter the default values for an employee Lunch Break Time, Hourly Wage, Overtime Wage, and Overtime Weekly Wage. Entering information in The payroll Estimator Area is optional and is not required to generate a schedule.

Lunch Break Time - Default Values (Payroll Estimator)

Hourly Wage - Default Values (Payroll Estimator)

OT DAILY - HOURS - Default Values (Payroll Estimator)

OT DAILY - WAGE - Default Values (Payroll Estimator)

OT WEEKLY - HOURS - Default Values (Payroll Estimator)

OT WEEKLY WAGE - Default Values (Payroll Estimator)


Lunch Break Time - Default Values (Payroll Estimator)

Located on the left center of the Startup Information Screen, the Lunch Break Time Entry Box represents the amount of time most employees  take for lunch break (or any unpaid breaks) If your company offers multiple unpaid breaks, enter the total. The value should be  0 if no unpaid breaks exist.  (i.e. Ann believes most of her employees will be assigned a hour break, thus she enters 60 minutes.)   This is an optional feature of esp.

To initiate, click the DOWN ARROW BUTTON next to the LUNCH BREAK ENTRY BOX.  Next select  the number of minutes by clicking number with pointer.


Hourly Wage - Default Values (Payroll Estimator)

The Hourly Wage is the amount  most employees are paid.   This value may vary greatly from employee to employee, however, even if you just have  a handful of employees who earn the same wage, you will not have to re-enter their wages. (i.e. Diane starts all her employees at $5.00/hr. and the majority of her employees are new, thus she enters $5.00 for hourly wage.)   This is an optional feature of esp.

To initiate, enter a number which represents the dollar amount and two numbers for cents. (i.e. Five dollars and fifty cents would be entered as 5.50)


OT DAILY - HOURS - Default Values (Payroll Estimator)

Located on the left center of the Startup Information Screen, the Overtime (OT) Daily Hours represents the amount of hours which must be exceeded by an employee to qualify for OT pay. The OT Daily is based on a daily computation, rather than weekly.  You are establishing the number of hours most employees must exceed to receive overtime pay per day. (i.e. Joe Blow decides any employee working more than 8 hours a day should receive OT pay). This is an optional feature of esp

To initiate, enter a number which represents the number of hours that must be exceeded to qualify for OT pay.


OT DAILY - WAGE - Default Values (Payroll Estimator)

Located on the left center of the Startup Information Screen, the Daily Hourly Wage is the amount  most employees are paid for working Overtime (OT). This value may vary greatly from employee to employee, however, even if you just have  a handful of employees who earn the same wage, you will not have to re-enter their wages.  You are establishing the amount to pay most employees for working overtime in a day.  If an employee has more than one position with different  pay, the last position this employee works before the end of the day  is the one which is used to calculate OT wage. (i.e. Diane pays most of her employees $7.50/hr if they work more than 8 hours per day)   This is an optional feature of esp.

To initiate, enter a number which represents the dollar amount and two numbers for cents which most employee will get paid for working OT (i.e. Five dollars and fifty cents would be entered as 5.50)


OT WEEKLY - HOURS - Default Values (Payroll Estimator)

Located on the left center of the Startup Information Screen, the Overtime (OT) Weekly Hours represents the amount of hours which must be exceeded by most employees to qualify for OT pay. The OT Weekly is based on a weekly computation, rather than daily.  You are establishing the number of hours most employees must exceed to receive overtime pay per week. (i.e. Joe Blow decides any employee working more than 40 hours a day should receive OT pay). This is an optional feature of esp

To initiate, enter a number which represents the number of hours that must be exceeded to qualify for OT pay per week.


OT WEEKLY WAGE - Default Values (Payroll Estimator)

Located on the left center of the Startup Information Screen, the Weekly Hourly Wage is the amount  most employees are paid for working Overtime (OT).   This value may vary greatly from employee to employee, however, even if you just have  a handful of employees who earn the same wage, you will not have to re-enter their wages. You are establishing the amount to pay most employees for working overtime in a week If an employee has more than one position with different  pay, the last position this employee works before the end of the week  is the one which is used to calculate OT wage.  The OT daily wage is ignored, if the number of hours worked for a week exceeds the number of hours specified in the OT Weekly Wage.(i.e. Diane pay most of her employees at $7.50/hr. if they work more than 40 hours per week.)   This is an optional feature of esp.

To initiate, enter a number which represents the dollar amount and two numbers for cents that you will pay the majority of your employees for working OT per week. (i.e. Five dollars and fifty cents would be entered as 5.50)


Values for Schedule Setup - Startup Information Screen

Located in the left bottom of the Startup Information Screen, this area allows you to enter End of Day Time and First Day of the Week.

END OF DAY TIME ENTRY BOX - Schedule Setup Area

FIRST DAY OF THE WEEK - Schedule Setup Area


END OF DAY TIME ENTRY BOX - Schedule Setup Area

Located to the bottom left side of the Startup Information Screen,  this entry box allows you to set the time your business day ends.. This is necessary for a business that schedules employees to work past midnight. If no employees work past midnight, set this time to 12:00AM.  Enter a time that is later than the last employees ending work time and earlier than the first employees starting work time.

Once the time is set, it will remain constant for your entire weekly schedule. It may be changed if your schedule requirements change.  (i.e. Joes tavern closes at 3:00 am and opens at 7:00 am, Joe can use any time between 3:01 am and 6:59 am as his End of Day Time. This is necessary so that esp knows that if an employee is scheduled to work Friday night from Midnight till 3:00 am, it doesnt get confused with Saturday.)

To initiate, place pointer on the END OF DAY ENTRY BOX and click. Next, type the hour and minute that you wish your business day to end. (i.e. 4:00 am)


FIRST DAY OF THE WEEK - Schedule Setup Area

This is the day of the week you choose to be the start day for your week  (i.e. Some business may only be open on week-ends and may choose to have Friday as the first day of the week.)


TIME ENTRY AREA - Startup Information Screen

The Commonly Used Times Area  facilitates your task of entering commonly used times for positions and employees. By entering the  most commonly used arrival and departure times,  you can quickly click these times later from pull down menus located next to time entry lines. This is more efficient than typing the time for each employee and position.  These times will be used later when assigning arrival and departure times for each employee in the  Schedule Screen,  the Positions Screen and  other screens in esp.

EXAMPLE

TIP - Startup Information Screen

TIME ENTRY BOX - Commonly used Times

THE UP ARROW BUTTON - Commonly used Times

THE DOWN ARROW BUTTON - Commonly used Times

SORT BUTTON - Commonly used Times

DELETE LINE BUTTON - Commonly used Times

ADD LINE BUTTON - Commonly used Times


TIME ENTRY BOX - Commonly used Times

The TIME ENTRY BOX allows you to enter the most common arrival and departure times so that you will not have to retype this information later.

To initiate, click pointer in the TIME ENTRY BOX. Next type your most common arrival and departure times.


THE UP ARROW BUTTON - Commonly used Times

Located on the Startup Information Screen, this button  moves the focus up from the time displayed.

To initiate, click pointer on the UP ARROW BUTTON to move to the desired time line you want to change.


THE DOWN ARROW BUTTON - Commonly used Times

Located on the Startup Information Screen, this button moves the focus down from the current time displayed.

To initiate, click pointer on the DOWN ARROW BUTTON to move to the desired time line you want to change.


SORT BUTTON - Commonly used Times

Located on the Startup Information Screen, the SORT BUTTON,  allows you to automatically sort the time information entered.  The sort is based on the ending time you have entered on the top right side of the Startup Information Screen as the closing time for your business.

( i.e. If you indicated that your business day ends at 2:00 AM, all the times entered would be sorted beginning with the earliest time your employees come in the morning until 2:00 AM  when your last employee leaves, or 7:00 AM - 2:00AM)

To initiate, after you enter all your times, place pointer on the SORT BUTTON and click. All the times you previously entered will automatically be sorted from the earliest time in the day to the ending time of your business.


DELETE LINE BUTTON - Commonly used Times

Located to the left of each time entry on the Startup Information Screen, this button deletes existing time.

To initiate, first click the TIME ENTRY BOX which contains the time you would like to erase. Next click the pointer on the DELETE LINE BUTTON located on the Startup Information Screen.


ADD LINE BUTTON - Commonly used Times

Located on the Startup Information Screen, this button adds commonly used times.

To initiate, place pointer on the ADD LINE BUTTON and click. The focus will automatically move to an open entry box for entering  time. The format for entering times should be: two digits for hour, a colon, two digits for minutes and A for AM or  P for PM.


How to Enter Information on the Startup Information Screen

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the STARTUP INFORMATION BUTTON.

Set the maximum days per week by clicking pointer on the down arrow button and clicking the desired maximum days per week.

Set the maximum shifts per day by clicking pointer on the down arrow button and clicking the desired maximum shifts per day.

Set the maximum hours per day by clicking pointer on the down arrow button and clicking the desired maximum hours per day.

Set the maximum hours between shifts by clicking pointer on the down arrow button and clicking the desired maximum hours between shifts.

Set the lunch break by clicking the DOWN ARROW BUTTON and selecting the number of minutes.

Set the Hourly Wage by clicking pointer in the HOURLY WAGE ENTRY BOX and entering the amount which most employees will earn.

Set the OT Daily wage by clicking pointer in the Overtime (OT) DAILY ENTRY BOX and entering the amount which most employees will earn for overtime pay. Next enter the number of hours an employee needs to work before qualifying for overtime pay in the adjacent HOURS ENTRY BOX.

Set the OT Weekly wage rate by clicking pointer in the Overtime (OT) WEEKLY ENTRY BOX and entering the amount which most employees will earn for overtime pay. Next enter the number of hours an employee needs to work to qualify for overtime pay in the adjacent HOURS ENTRY BOX.

Set end of day time by clicking pointer in the END OF DAY TIME ENTRY BOX and type in the time.

Set the First Day of the Week by clicking pointer on the DOWN ARROW BUTTON next to the FIRST DAY OF THE WEEK ENTRY BOX and selecting a day.

Add times by clicking the ADD LINE BUTTON in the in the Commonly Used Times Area. With the focus now on an open TIME ENTRY BOX,  type in new time.  The format for entering times is HH:MM PM or AM (i.e. 12:00 PM)  You can also enter times more quickly using Military format (i.e. 13.00) would translate to 1:00 PM) <ENTER> The focus should now be on the next TIME ENTRY BOX.

TIP

Exit by clicking the EXIT BUTTON located on the Toolbar.


How to Delete Commonly used Times in the Startup Information Screen

(Note: the only information that can be deleted on this screen are the lines in the Commonly used times)

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the STARTUP INFORMATION BUTTON.

Choose time entry box  that you want to delete by clicking the ENTRY BOX to place it in focus.

Delete time entry box by clicking the DELETE BUTTON to the left of the time.  A dialog box will now open, asking if you want to delete this time.  If you want to delete the time in focus then click the OK BUTTON, otherwise click the CANCEL BUTTON.

Note: End of Day Time,  Max. Days per week, Max. shifts per day, Max. hours per day, Max. hours and between shifts, may not be deleted, however, they may be changed simply by selecting the corresponding Entry Box and typing over the old value.

Exit by clicking the EXIT BUTTON located on the Toolbar.


How to Change Information on the Startup Information Screen

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the STARTUP INFORMATION BUTTON.

Change time by clicking the pointer on the ENTRY BOX that requires a change. Type in the new value. <ENTER>

Exit by clicking the EXIT BUTTON located on the Toolbar.


Permanent Positions and Stations Screen

Overview - Permanent Positions and Stations Screen

The Function of each button in the Toolbar of the Permanent Positions and Stations Screen.

Stations List Area - Permanent Positions and Stations Screen

STATION ENTRY AREA - Stations List Area

How to Enter Position and Stations names:

How to Delete Position and Station Names:

How to Change the Positions and Stations name:


Overview - Permanent Positions and Stations Screen

The Permanent Positions and Stations Screen allows you to enter positions with their corresponding stations. Positions are titles you have assigned to jobs in your company (i.e. Cook; Cashier; Bookkeeper).  Stations are the different locations, or areas in your building where a position is located (i.e. names for stations could be: Stock room 1 or SR1; Bar front or BF1). Note: if their are no stations for a position, just name the stations 1, 2, 3 etc..., make sure you have as many stations as employees that need to be scheduled to work at a given time for this position.

Enter all the possible positions and stations in your company since you will use these later to assign to different people.  Once you have entered a position name with the corresponding station names, designing your schedule is simplified by having quick access to this information in pull down menus.

On the top of the Permanent Positions and Stations Screen there is a Toolbar with various buttons. Below the Toolbar, the current position is displayed along with the corresponding stations.   Here is where you add, delete or change stations corresponding to the position you select in the Toolbar.


The Function of each button in the Toolbar of the Permanent Positions and Stations Screen.

EXIT BUTTON - Permanent Positions and Stations Screen

PREVIOUS POSITION BUTTON - Permanent Positions and Stations Screen

NEXT POSITION BUTTON - Permanent Positions and Stations Screen

COACH BUTTON - Permanent Positions and Stations Screen

DELETE POSITION BUTTON - Permanent Positions and Stations Screen

NEW POSITION BUTTON - Permanent Positions and Stations Screen

FIND POSITION DOWN ARROW BUTTON - Perm. Positions & Stations Screen

REPORTS BUTTON - Permanent Positions and Stations Screen

PRINT PREVIEW - Permanent Positions and Stations Screen

HELP BUTTON - Permanent Positions and Stations Screen


EXIT BUTTON - Permanent Positions and Stations Screen

Located on the Menu bar, this button exits from the Permanent Positions and Stations Screen to the Setup Menu or Main Menu.

To initiate,  place pointer on the EXIT BUTTON and click. The Setup Menu or Main Menu will now be displayed.


PREVIOUS POSITION BUTTON - Permanent Positions and Stations Screen

Located on the Toolbar, this button will access the previous position entered.

To initiate,  place pointer on the PREVIOUS POSITION BUTTON and click. The previous position with its corresponding stations will now be displayed.


NEXT POSITION BUTTON - Permanent Positions and Stations Screen

Located on the Toolbar, this button will access the next position entered.

To initiate,  place pointer on the NEXT POSITION BUTTON and click. The next position will now be displayed with its corresponding Stations.


COACH BUTTON - Permanent Positions and Stations Screen

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off.  *This is an optional feature of esp.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


DELETE POSITION BUTTON - Permanent Positions and Stations Screen

Located on the Toolbar, this button deletes the current position displayed

To initiate, first select the position you would like to delete by clicking THE DOWN ARROW BUTTON next to the find position display and clicking on a position in the pull down menu, when the desired position is displayed in the POSITION ENTRY BOX, then click the DELETE POSITION BUTTON. A dialog box will open verifying your intent to delete this position.

Warning: When a position is deleted, esp will remove any schedule lines in both the Permanent Schedule Screen and the This Weeks Schedule Changes Screen that use this position.


NEW POSITION BUTTON - Permanent Positions and Stations Screen

Located on the Toolbar, this button adds a new position in the POSITION ENTRY BOX.

To initiate,  place pointer on the NEW POSITION BUTTON and click.  The focus will now be on the POSITION ENTRY BOX, located below the Toolbar so you may enter a new position.


FIND POSITION DOWN ARROW BUTTON - Perm. Positions & Stations Screen

Located on the Toolbar next to the POSITION VIEW BOX, this button allows for quick access to positions already entered.

Note: This is a search tool for finding previously entered positions, and is not intended for entering new positions, which is done below the toolbar in the POSITION ENTRY BOX.

To initiate,  place pointer on the DOWN ARROW BUTTON and click. From the drop down menu select any position by clicking on that position. If there is a scroll bar, use it to view all positions.


REPORTS BUTTON - Permanent Positions and Stations Screen

Located on the Toolbar, this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON and click. The Reports Menu will be displayed for the selection of the desired reports.


PRINT PREVIEW - Permanent Positions and Stations Screen

Located on the Toolbar, this button accesses the Print Preview Screen, for easy viewing of reports.

To initiate,  place pointer on the PRINT PREVIEW and click. The Print Preview Screen will be displayed for viewing of desired reports.


HELP BUTTON - Permanent Positions and Stations Screen

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information..


Stations List Area - Permanent Positions and Stations Screen

Located in the center of the Permanent Positions and Stations Screen, this Area is used to enter the corresponding stations for the position in focus displayed in the POSITION ENTRY BOX directly above. (i.e.  Joe the Manager for XYZ Restaurant has different stations for his servers.  He labels the station that is located downstairs as D and the station next to the show as S)

POSITION ENTRY BOX - Stations List Area


POSITION ENTRY BOX - Stations List Area

Located in the center of the Stations List Area,  this entry box is where you enter the names of positions for you business. Positions (or Job Descriptions) describe work that an employee or group of  employees have the ability to perform. Examples would include Bartender, Bookkeeper, Sales Clerk or Cashier.

To initiate, click the NEW POSITION BUTTON on the Toolbar to place the focus on POSITION ENTRY BOX  then type the name of a new position.


STATION ENTRY AREA - Stations List Area

Stations List Area  is located below the POSITION ENTRY BOX, this is where you enter the corresponding station for the position in focus. (i.e. Joes Bistro may have five different waitresses working at the same time, each works a different section of the restaurant. These sections are referred to as Stations.) A name must be assigned to each Station. Examples would include Red Room, or The Blue Room. If a position exits for which there are no stations, simply make up stations names (such as S1, S2 )

Note: Any employee that can work this position (ex. Bartender) can work any corresponding station for this position (ex. Bill the Bartender can work at any bar within the restaurant) However esp will also allow a skill level to be assigned to each station in the various Schedule Screens.

STATION ENTRY BOX- Station List Area

THE UP ARROW BUTTON - Stations List Area

THE DOWN ARROW BUTTON - Stations List Area

SORT BUTTON - Stations List Area

DELETE  STATION BUTTON - Stations List Area

NEW STATION BUTTON - Stations List Area


STATION ENTRY BOX- Station List Area

Located in the Station List Area,  a STATION ENTRY BOX allows you to enter each of your stations for the corresponding position above the Station List Area.  A Station is a name you assign to an area. (i.e. Ann has two waitress, one covers the East room the other the west.)

To initiate, click pointer in STATION ENTRY BOX, then type corresponding station name. <ENTER> If you have additional stations for this position, continue by entering your next station.


THE UP ARROW BUTTON - Stations List Area

Located on the Stations List Area, this button moves the focus up from the current station displayed.

To initiate, click pointer on the UP ARROW BUTTON to move to the desired time line you want to change.


THE DOWN ARROW BUTTON - Stations List Area

Located on the Stations List Area, this button moves the focus down from the current station displayed.

To initiate, click pointer on the DOWN ARROW BUTTON to move to the desired STATION ENTRY BOX you want to change.


SORT BUTTON - Stations List Area

Located on the, Stations List Area the SORT BUTTON,  allows you to automatically sort the information entered.  Stations you have entered will be sorted in alphabetically.

To initiate, after you enter  station names, place pointer on the SORT BUTTON and click.


DELETE  STATION BUTTON - Stations List Area

Located on the Stations List Area, this button deletes an existing station.

To initiate, first use the scroll bar in the Stations List Area to find the station you wish to delete. Click pointer on the desired station. This will place this station in focus,  then click the DELETE BUTTON.


NEW STATION BUTTON - Stations List Area

Located on the Stations List Area, this button allows you to add the names of new stations.

To initiate, click the pointer on the NEW STATION BUTTON. This will place focus in an open STATION ENTRY BOX. Enter the station name. By pressing the enter key the focus will automatically move to the next available entry box.


How to Enter Position and Stations names:

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT POSITION AND STATION BUTTON.

Add position by clicking the NEW POSITION BUTTON located on the Toolbar and type position name in the POSITION ENTRY BOX located in center of the screen. <ENTER> The focus should now be on the STATION ENTRY BOX.

Input station by typing the name of station that corresponds to the position <ENTER> The focus will be on the next open station box so you may enter another station for this position if necessary.


How to Delete Position and Station Names:

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the POSITION AND STATION BUTTON.

Choose position by clicking the DOWN ARROW BUTTON located on the Toolbar next to the FIND ENTRY BOX. Next click the position that you wish to delete by clicking the position with pointer. The focus with the name of the position you selected, will now appear in the POSITION ENTRY BOX.

Delete position by clicking the DELETE BUTTON. A dialog box will open asking you to confirm your decision to delete this position.

Confirm deletion by clicking the OK BUTTON in the dialog box.


How to Change the Positions and Stations name:

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the POSITION AND STATION BUTTON.

Choose position by clicking the DOWN ARROW BUTTON next to the FIND POSITION VIEW BOX located in the Toolbar. Click the position that you wish to change. The position will now be in focus in the position display box.

Change position by typing new position name over old position in the POSITION ENTRY BOX located in the center of the screen. Dont type in the FIND POSITION VIEW BOX. <ENTER> The focus should now be on the STATION ENTRY BOX located in the Stations List Area.

Change station by typing over the station name. Be sure that the related position appears in the POSITION ENTRY BOX just above the Station List. <ENTER>.

Exit by clicking the EXIT BUTTON on the Toolbar, or click the NEW POSITION BUTTON on the Toolbar to enter another position.

TIP - Permanent Positions and Stations Screen


The Permanent Employee and Availability Screen

Overview - Permanent Employee and Availability Screen

The function of each button on the Toolbar of the Permanent Employee & Availability Screen:

Personal Information Area - Permanent Employee and Availability Screen

SCHEDULE INFORMATION AREA - Perm. Employee and Availability Screen

NOTES AREA - Permanent Employee and Availability Screen

POSITIONS LIST AREA - Permanent Employee and Availability Screen

Vacation Time Area - Permanent Employee and Availability Screen

Availability Restrictions List Area - Permanent Employee and Availability Screen

How to Enter Information in The Personal Display Area

How to Enter Information in the Schedule Information Area

How to Enter Information in the Notes Area

How to Enter Information in the Position List Area

How to Enter Information in the Vacation List Area

How to Enter Availability Information on the Availability Restrictions List Area

How to Delete Employees  on the Permanent Employee and Availability Screen:

How to Delete Positions and Skill Level on the Position List Area

How to Delete Information in the Availability Restrictions List Area

How To Change Information on the Permanent Employee and Availability Screen:


Overview - Permanent Employee and Availability Screen

In order to develop an accurate schedule, you must first obtain pertinent information from each employee.  The type of information requested would be; type of positions employed for, days and hours available or not available to work.  For your convenience, if you do not already have this information, a blank form with the necessary questions has already been prepared and is available by accessing the Reports Menu Screen. Once the employee information is obtained you can begin entering the data into the Permanent Employee and Availability Screen.

The Permanent Employee and Availability Screen is divided into seven parts:

1. The Toolbar located on the top of the screen. Buttons to assist you entering or finding employees available for positions.

2. The Personal Information Area is located on the top left side of the screen. Besides the employee name,  the remaining information on this  Area is optional. This optional information is useful if you need to find an employee or replace a absentee employee.   The DIAL BUTTON located next to the telephone entry box, allows you to automatically dial the number entered - if your computer has a modem.

3. Scheduling Information Area located on the center left side of the screen is intended for entering the maximum number of days, shifts, hours, and hours between shifts an employee can work.

4. There is also a note section to enter any information on this employee located on the lower left hand corner of the screen.

5. The Positions List Area located on the top right side of the screen. This area is designated for entering all the positions and corresponding skill levels	an employee is qualified to work.  Also there are entry boxes for entering the hourly wage rate, overtime rate per day and overtime rate per week.  Many employees may be qualified to work more than one position with different pay.

6. The area on the upper right side of the screen is for entering vacation time.  You simply enter the beginning date and ending date of vacation.

7. The Availability Restrictions List Area located on the lower right side of the screen. Here is where you enter an employees restrictions their schedule.  ( i.e. 	Roxanne can work all week except for Fridays and Saturdays.  She also can work Mondays but only from 1:00 PM to 4:00 PM)


The function of each button on the Toolbar of the Permanent Employee & Availability Screen:

EXIT BUTTON - Permanent Employee and Availability Screen

LEFT ARROW BUTTON - Permanent Employee and Availability Screen

RIGHT ARROW BUTTON - Permanent Employee and Availability Screen

COACH BUTTON - Permanent Employee and Availability Screen

DELETE EMPLOYEE BUTTON - Permanent Employee and Availability Screen

ADD EMPLOYEE BUTTON - Permanent Employee and Availability Screen

FIND EMPLOYEE DOWN ARROW BUTTON - Perm. Employee & Avail. Screen

VACATION VIEWER BUTTON - Permanent Employee and Availability Screen

REPORTS BUTTON - Permanent Employee and Availability Screen

PRINT PREVIEW - Permanent Employee and Availability Screen

HELP BUTTON - Permanent Employee and Availability Screen


EXIT BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, this button exits from the Permanent Employee & Availability Screen to the Setup Menu or Main Menu.

To initiate,  place pointer on the EXIT BUTTON and click. The Setup Menu or Main Menu will now be displayed.


LEFT ARROW BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, this button allows you to scroll  back through all previous employees entered.

To initiate, place pointer on the left arrow and click, until the desired employee is displayed on the screen.


RIGHT ARROW BUTTON - Permanent Employee and Availability Screen

Use the right arrow key located on the Toolbar to scroll forward through all previous employees entered.

To initiate,  place pointer on the right arrow and click until the desired employee is displayed.


COACH BUTTON - Permanent Employee and Availability Screen

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. This is an optional feature of esp.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


DELETE EMPLOYEE BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, this button allows you to delete an existing employee.

To initiate, first locate the employee you wish to delete by clicking the DOWN ARROW BUTTON next to FIND EMPLOYEE display box in the Toolbar. Select the employee you wish to delete by clicking on the name. Make sure this employees information is displayed on the screen. Next click the DELETE EMPLOYEE BUTTON. This will permanently delete this employee from all of your files and schedules. A dialog box  will prompt you to confirm your action before actually deleting the employee. Click OK to confirm or CANCEL to abort.


ADD EMPLOYEE BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, this button begins the process of entering an employee.

To initiate,  Place pointer on the ADD EMPLOYEE BUTTON located on the Toolbar and Click. This will clear the screen and place the focus on the FIRST NAME ENTRY BOX. Begin typing the first name of employee.  By pressing the <ENTER> key, you will automatically advance to the LAST NAME ENTRY BOX.


FIND EMPLOYEE DOWN ARROW BUTTON - Perm. Employee & Avail. Screen

Located on the Toolbar, enables you to  quickly  access employees.

To initiate,  place pointer on the DOWN ARROW BUTTON and click. Next select employee by clicking on their name. If a scroll bar exists, use it to view all employee names.


VACATION VIEWER BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, enables you to quickly view your employees vacation times.

To initiate,  place pointer on the VACATION VIEWER BUTTON and click.

VACATION VIEW SCREEN - Permanent Employee and Availability Screen


VACATION VIEW SCREEN - Permanent Employee and Availability Screen

The VACATION VIEWER SCREEN  displays all your positions sorted alphabetically, followed by the date range, and employee name. Use the scroll button to view any information not visible on screen.  Click the CLOSE BUTTON to escape.


REPORTS BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON and click. The Reports Menu will be displayed for selection of desired reports.


PRINT PREVIEW - Permanent Employee and Availability Screen

Located on the Toolbar, this button accesses the Print Preview Screen, for easy viewing of reports.

To initiate,  place pointer on the PRINT PREVIEW and click. The Print Preview Screen will be displayed for viewing of desired reports.


HELP BUTTON - Permanent Employee and Availability Screen

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


Personal Information Area - Permanent Employee and Availability Screen

Located on the left side of the Permanent Employee and Availability Screen, this area is intended for entering personal information about an employee. It includes, an employees name, address and phone number.

FIRST NAME ENTRY BOX - Personal Information Area

LAST NAME ENTRY BOX - Personal Information Area

ADDRESS ENTRY BOX - Personal Information Area

PHONE ENTRY BOX - Personal Information Area


FIRST NAME ENTRY BOX - Personal Information Area

Located on the Personal Information Area, this entry box is for the first name of the employee you are scheduling. (i.e. Mike)

To initiate

Click the FIRST NAME ENTRY BOX, type in first name, and press the <ENTER> key.


LAST NAME ENTRY BOX - Personal Information Area

Located on the Personal Information Area, this entry box is for the last name of the employee you are scheduling. (i.e. Brown)

To initiate, click the LAST NAME ENTRY BOX, type in last name, and press the <ENTER> key.

TIP - Personal Information Area


ADDRESS ENTRY BOX - Personal Information Area

This information is optional.

Located on the Personal Information Area, the first line is intended for the  street address of this employee. (i.e. 2345 River Road).  The second line of the ADDRESS ENTRY BOX, is intended for the city and state name followed by the zip code of this employee. (i.e. Anytown, CA 12345).

To initiate, first click pointer on the address entry box. Type in the street address and press the enter key to place focus on the second line of ADDRESS ENTRY BOX. Next type in the city, state, and zip code. By pressing <ENTER> again, the focus will advance to the PHONE ENTRY BOX.


PHONE ENTRY BOX - Personal Information Area

*This information is optional.

Located on the Personal Information Area, this entry is intended for the telephone number of this employee. (i.e. (310) 555-4567)

To initiate,   click pointer on the PHONE ENTRY BOX and type in telephone number for this employee. To dial the phone simply place pointer on the dial button and click. Pick up the telephone before the wait time has expired. The wait time is specified on the Setup Autodial Dialog Box. (Your computer must have a modem in order to dial a number.)


SCHEDULE INFORMATION AREA - Perm. Employee and Availability Screen

Schedule Information Area located in the center left side of the screen is intended for entering the maximum number of days, shifts, hours, and hours between shifts an employee can work.

MAXIMUM DAYS ENTRY BOX - Schedule Information Area

MAXIMUM SHIFTS ENTRY BOX - Schedule Information Area

MAXIMUM HOURS ENTRY BOX - Schedule Information Area

MAXIMUM BETWEEN HOURS - Schedule Information Area


MAXIMUM DAYS ENTRY BOX - Schedule Information Area

Located on the Personal Information Area, the number entered here represents the maximum number of days the program will schedule an employee to work per week. It is based on what you and your employee have agreed upon as being suitable. esp will not schedule any employee to work more than the maximum number of days entered here, even if it means leaving a schedule line unfilled. (i.e. Janice can only work 5 days a week, she requires 2 days off to be with her family.)

To initiate, first click pointer on the MAX. DAYS ENTRY BOX, then enter the maximum days  between  1-7. You can access the range of numbers by clicking the DOWN ARROW BUTTON, selecting a number by clicking the number. Press <ENTER> to move to the next entry box.


MAXIMUM SHIFTS ENTRY BOX - Schedule Information Area

Located on the Personal Information Area, the number entered here represents the maximum number of shifts an employee is willing to work.  The default value entered in the setup menu can be overwritten. (i.e. Jackie is a workaholic she willing to work the morning, the lunch and the dinner shift, thus you would enter 3)

To initiate, first click pointer on the DOWN ARROW BUTTON next to the MAX. SHIFTS ENTRY BOX, then select the maximum shifts  between  1-10 by clicking the number. You can also just type the number from your keyboard.


MAXIMUM HOURS ENTRY BOX - Schedule Information Area

Located on the Schedule Information Area, the number entered here represents the maximum number of hours an employee is willing to work per day.  The default value entered in the setup menu can be overwritten. (i.e. Joe is trying to pay off his car, he tells his employer he wants to work  up to 9 hours every day)

To initiate, type the number that corresponds to the maximum hours an employee is willing to work per day using your keyboard.


MAXIMUM BETWEEN HOURS - Schedule Information Area

Located on the Schedule Information Area, the number entered here represents the maximum number of hours an employee is willing to wait between scheduled shifts. The default value entered in the setup menu can be overwritten. (i.e. Joe is willing to wait around for up to four hours after his morning shift that ends at 12:00PM, in order that he may work the night shift that starts at 4:00PM.)

To initiate, type the number that corresponds to the maximum between hours an employee is willing to wait between their shifts.


NOTES AREA - Permanent Employee and Availability Screen

Located on the bottom left side of the Permanent Employee and Availability Screen, the notes area gives you space for  entering information for this employee.  If you double click the Notes area, it will expand to allow for more information.

To initiate, click the pointer on the notes area and begin typing information. Press the <ENTER> key to add a blank line between your data.  Use your mouse to advance to the next entry box


POSITIONS LIST AREA - Permanent Employee and Availability Screen

The Positions List Area is located on the top right side of the screen. This area is designated for entering all the positions and corresponding skill levels	an employee is qualified to work. Many employees may be qualified to work more than one position.  In addition, the hourly wage rate, overtime pay per day and overtime pay per week can be entered. Values already listed here, were entered in the Startup Information Screen and may be changed for each employee.

POSITION ENTRY BOX - Positions List Area

SKILL ENTRY BOX - Positions List Area

RATE ENTRY BOX - Positions List Area

 OT d - Positions List Area

OT w - Positions List Area

DELETE POSITION BUTTON - Positions List Area

NEW POSITION BUTTON - Positions List Area

THE UP ARROW BUTTON - Positions List Area

THE DOWN ARROW BUTTON - Positions List Area


POSITION ENTRY BOX - Positions List Area

The POSITION ENTRY BOX located on the Positions List Area is intended for entering the names of the positions the employee shown in the Tool bar is qualified to work. If an employee qualifies for more than one position, you should list  the most qualified position first, followed with the next most qualified position.  esp will list each position in numerical sequence showing the number 1 as being the most qualified position. Entering various positions are easy, since you simply pick from positions you entered in the Permanent Positions and Stations Screen by clicking the down arrow button.

Note: Employees will only be scheduled to work the positions listed in the Positions List Area.

To initiate, place pointer on the NEW POSITION ENTRY BOX. Then click the DOWN ARROW BUTTON next to the POSITION ENTRY BOX and click the position you would like to schedule for this employee.


SKILL ENTRY BOX - Positions List Area

The SKILL ENTRY BOX located on the Positions List Area is intended for entering the skill level the employee has for the corresponding position. The range of skill levels is between 1-10 with 1 being the least skilled and 10 being the most skilled.

Many times, it is important that a slightly or even greatly above average employee work a certain Schedule Line.

(i.e. The bartender at Cash Register 1 on Tuesday Night is extremely busy and only a few of Joes bartenders are fast enough to keep up with the customers, therefore you would enter 8, 9, or 10 for the skill level of this bartender)

To initiate, click pointer on the SKILL ENTRY BOX. With the focus now on the position corresponding to the SKILL ENTRY BOX, click the DOWN ARROW BUTTON next to the SKILL ENTRY BOX, and click the number for the skill level.


RATE ENTRY BOX - Positions List Area

Located next to the SKILL ENTRY BOX in the Positions List Area, the RATE ENTRY BOX, is intended for entering the amount of pay corresponding to the adjacent position.  The amount is based on an hourly wage.

To initiate, click pointer on the RATE ENTRY BOX, and enter the amount hourly wage. (i.e. if the employee is to receive $5.50/hour, simply enter 5.5)


OT d - Positions List Area

Located next to the center of the Positions List Area, the OVERTIME DAILY WAGE	 is the amount this employee earns per hour when working more than the number of hours specified in the adjacent HOURS ENTRY BOX. (i.e. Joe Blow pays employees $12.00 per hour for any hours worked over 8 hours per day).  This is an optional feature of esp the amount

To initiate, enter a number which represents the dollar amount and two numbers for cents. Then enter  the number of hours to qualify for OT pay.


OT w - Positions List Area

Located on the left center of the Positions List Area, the Overtime Weekly Wage represents the amount most  employees earn per hour when working more than the number of hours specified in the adjacent HOURS ENTRY BOX. The OT daily wage is ignored, if the number of hours worked for a week exceeds the number of hours specified in the OT Weekly Wage. If an employee has more than one position with different  pay, the last position this employee works before the end of the week  is the one which is used to calculate OT wage.   (i.e. Joe Blow pays employees $12.00 per hour for any hours worked over 40 hours per week). This is an optional feature of esp.

To initiate, enter a number which represents the dollar amount and two numbers for cents. Then enter the number of hours to needed to qualify for OT pay.  (i.e. Twelve dollars and fifty cents would be entered as 12.50


DELETE POSITION BUTTON - Positions List Area

Located on the Positions List Area,  this button deletes a line for a position and skill level.

Warning: this employee will be removed from all Schedule positions for which the corresponding position was removed.

To initiate, first use the scroll bar to find the position you wish to delete. Click pointer on the desired position. When the position in focus, click the DELETE BUTTON.


NEW POSITION BUTTON - Positions List Area

Located on Positions List Area, this button allows you to add positions and corresponding skill levels for the employee shown in the Personal Display Area.

To initiate, click the pointer on the NEW POSITION BUTTON. This will place focus on an open position entry box, so that you may enter a new position name. By pressing the <ENTER> key the focus will automatically move to the SKILL ENTRY BOX.


THE UP ARROW BUTTON - Positions List Area

Located on Positions List Area, this button  moves the focus up from the current position in focus.

To initiate, click pointer on the UP ARROW BUTTON to move to the desired POSITION ENTRY BOX you want to change.


THE DOWN ARROW BUTTON - Positions List Area

Located on Positions List Area, this button moves the focus down from the current position. in focus.

To initiate, click pointer on the DOWN ARROW BUTTON to move to the desired position entry box you want to change.


Vacation Time Area - Permanent Employee and Availability Screen

This area allows you to enter vacation dates an employee may request in advance.  esp will not schedule this employee during the time range of specified for vacation or time off.

Begin Time Entry Box -  Vacation Time Area

End Time Entry Box -  Vacation Time Area

NEW DATE BUTTON - Vacation Time Area

THE UP ARROW BUTTON - Vacation Time Area

THE DOWN ARROW BUTTON - Vacation Time Area

DELETE VACATION BUTTON - Vacation Time Area


Begin Time Entry Box -  Vacation Time Area

Located on the Vacation Time Area, the BEGIN TIME ENTRY BOX is the date this employee will begin their vacation, or time off.

To initiate, click pointer on the BEGIN TIME ENTRY BOX  and enter date in this format: MM/DD/YY see picture above.


End Time Entry Box -  Vacation Time Area

Located on the Vacation Time Area, the END TIME ENTRY BOX is the date this employee will return from their vacation, or time off.

To initiate, click pointer on the END TIME ENTRY BOX  and enter date in this format: MM/DD/YY see picture above.


NEW DATE BUTTON - Vacation Time Area

Located on Vacation Time Area, this button allows you to add new vacation dates for the employee shown in the Personal Display Area.

To initiate, click the pointer on the NEW DATE BUTTON. This will place focus on an open VACATION ENTRY BOX, so that you may enter a new begin vacation date. By pressing the <ENTER> key the focus will automatically move to the END TIME DATE .


THE UP ARROW BUTTON - Vacation Time Area

Located on Vacation Time Area, this button  moves the focus up from the current position in focus.

To initiate, click pointer on the UP ARROW BUTTON to move to the desired DATE ENTRY BOX you want to change.


THE DOWN ARROW BUTTON - Vacation Time Area

Located on Vacation Time Area, this button moves the focus down from the current date in focus.

To initiate, click pointer on the DOWN ARROW BUTTON to move to the desired date entry box you want to change.


DELETE VACATION BUTTON - Vacation Time Area

Located on the Vacation Time Area,  this button deletes a line for a position and skill level.

To initiate, first use the scroll bar to find the DATES you wish to delete. Click pointer on the desired dates. When the date is  in focus, click the DELETE BUTTON.


Availability Restrictions List Area - Permanent Employee and Availability Screen

Located on the bottom of the Permanent Employee and Availability Screen, this area is intended for entering restrictions to when an employee can or cant not work. Any restrictions made here are permanent and will be transferred each week to temporary schedule.

DAY ENTRY BOX - Availability Restrictions List Area

AVAILABILITY ENTRY BOX - Availability Restrictions List Area

FROM - Availability Restrictions List Area

TO - Availability Restrictions List Area

DELETE LINE BUTTON - Availability Restrictions List Area

ADD LINE BUTTON - Availability Restrictions List Area

UP ARROW BUTTON - Availability Restrictions List Area

DOWN ARROW BUTTON - Availability Restrictions List Area

REMOVE ALL AVAILABILITY RESTRICTIONS- Avail. Restrict. List Area

COPY BUTTON  - Availability Restrictions List Area

SORT BUTTON  - Availability Restrictions List Area


DAY ENTRY BOX - Availability Restrictions List Area

Located on the  Availability Restrictions List Area, this entry box is the day of the week which this employee:

•	can not work

or

•	can work, yet for only a portion of the day.

To initiate, first place pointer on the DAY ENTRY BOX and click. Then type in day or click DOWN ARROW BUTTON to access the days of the week and click the selected day.


AVAILABILITY ENTRY BOX - Availability Restrictions List Area

Located on the Availability Restrictions List Area, adjacent to the DAY ENTRY BOX, this entry box allows you to set parameters for the day selected. You have three options:

1.  Select OFF if the employee needs the entire day off. (i.e. Jane cant work all day 	on Friday.)

or

2.  Select CANT FROM TO if the employee can work all day except for a few hours. 	(i.e. Jane can work all day Tuesday except between 1-3 PM)

or

3.  Select CAN FROM TO if the employee can work only a few hours on a given day. 	(i.e. Jane can only work from 6-10 PM on Wednesdays)

To initiate, click the DOWN ARROW BUTTON next to the AVAILABILITY ENTRY BOX and click one of the three selections.


FROM - Availability Restrictions List Area

Located on the Availability Restrictions List Area,  the FROM ENTRY BOX sets the beginning time which an employee can or cant work for the corresponding day in focus. Entering times is easy since you can pick from times you entered in the Setup Menu by clicking the down arrow button.

To initiate, click the DOWN ARROW BUTTON next to the FROM ENTRY BOX and click the desired time. If the time is not listed, simply type in the time.


TO - Availability Restrictions List Area

Located on the Availability Restrictions List Area, the TO ENTRY BOX sets the  ending time which an employee can or cant work for the corresponding day in focus. Entering times is easy since you can pick from times you entered in the Setup Menu.

To initiate, place pointer on the TO ENTRY BOX. Next click the DOWN ARROW BUTTON and click the desired time. If the time is not listed, simply type in the time.


DELETE LINE BUTTON - Availability Restrictions List Area

The DELETE LINE BUTTON found on the left side of Availability Restrictions List Area will remove a line entered that no longer applies.  (i.e. After entering Janes schedule with exceptions of days she can and cant work, Janes schedule changes so that she can work on a certain day. Thus you would delete that day that no longer has restrictions.)

To initiate, click the DELETE AVAILABILITY BUTTON  adjacent to the day you would like to delete. A dialog box will appear asking you to confirm this deletion.


ADD LINE BUTTON - Availability Restrictions List Area

Located on the bottom right side of the Availability Restrictions List Area, this button is used to add days and times for which an employee has restrictions on his/her availability to work.

To initiate, Click pointer on the ADD LINE BUTTON and this will place focus on the first open entry box for entering restrictions.


UP ARROW BUTTON - Availability Restrictions List Area

Located on the Availability Restrictions List Area, use the up arrow key to scroll up through an entire row already entered consisting of the day, availability, from and to.

To initiate, click pointer on the UP ARROW BUTTON to scroll up.


DOWN ARROW BUTTON - Availability Restrictions List Area

Located on the Availability Restrictions List Area, the DOWN ARROW BUTTON is used to scroll down through an entire row already entered consisting of the day, availability, from and to.

To initiate, click pointer on the DOWN ARROW BUTTON to scroll down.


REMOVE ALL AVAILABILITY RESTRICTIONS- Avail. Restrict. List Area

Located on the bottom of the - Availability Restrictions List Area, this button allows you to quickly remove all the availability restrictions entered for an employee.

To initiate, click pointer on the REMOVE AVAILABILITY RESTRICTIONS BUTTON,  a dialog box will appear.  Click the OK BUTTON to confirm your decision, or the CANCEL BUTTON to abort procedure.


COPY BUTTON  - Availability Restrictions List Area

Located on the bottom of the - Availability Restrictions List Area, this button allows you to copy an availability restrictions line to any other day of the week.  When you click the COPY BUTTON a dialog box will appear with the check boxes next to each day.  You can click as may days of the week that the availability restriction applies to.

To initiate, click pointer on the COPY BUTTON.  When the dialog box appears, click the days that you would like to copy the availability restriction line in focus to.

COPY DIALOG BOX - Availability Restrictions List Area


COPY DIALOG BOX - Availability Restrictions List Area

The Copy Dialog box allow you to easily copy the availability restrictions line in focus to any other day of the week.

To Initiate, click the checkboxes next to the days which the availability restriction applies.

or

If it applies to all the days of the week simply click the SELECT ALL BUTTON located on top.

or

If availability restriction applies only to Monday - Friday, click the SELECT Mon-Fri BUTTON.

Click the OK BUTTON TO begin, or the CANCEL BUTTON to abort.


SORT BUTTON  - Availability Restrictions List Area

Located on the bottom of the Availability Restrictions List Area, this button allows you to sort the days you have entered with availability restrictions.  Days are sorted with Sunday listed first, and Saturday listed last.

To initiate, click pointer on the pointer on the SORT BUTTON. All previously enter data in the Availability Restrictions List Area will be sorted.


How to Enter Information in The Personal Display Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES AVAILABILITY BUTTON.

Input first name by clicking the ADD EMPLOYEE BUTTON located on the Toolbar. The focus will now appear on the FIRST NAME ENTRY BOX. Type the first name of the employee. <ENTER> The focus will now appear on the LAST NAME ENTRY BOX.

Input last name by typing  the last name of the employee in the LAST NAME ENTRY BOX.   <ENTER> . The focus will now appear on the first ADDRESS ENTRY BOX. *This is an optional esp feature.

Input Street Address (optional) by typing the street mailing address for this employee in the first line of the address entry box <ENTER>. The focus will now appear on the second ADDRESS ENTRY BOX. *This is an optional esp feature.

Input City, State and Zip (optional) by typing the city, state, and zip on the second line of the ADDRESS ENTRY BOX, <ENTER> The focus will now be on the PHONE entry box. *This is an optional esp feature.

Input Phone Number (optional) by typing the area code first, followed by the seven digit number.  The number separators will automatically be entered for you. <ENTER>  The focus will now be on the MAX. DAY ENTRY BOX. *This is an optional esp feature.

Input the MAX. DAY this employee can work. (Range is between 1-7; See use and function of buttons above for more information regarding MAX. DAYS.)


How to Enter Information in the Schedule Information Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Input Max. Days by clicking pointer on the DOWN ARROW BUTTON next to the MAX. DAY ENTRY BOX and selecting the maximum number of days between 1-7 this employee is willing to work. <ENTER> The focus will now be on the MAX. SHIFTS ENTRY BOX.

Input Max. Shifts by clicking pointer on the DOWN ARROW BUTTON next to the MAX. SHIFTS ENTRY BOX and selecting the maximum number of shifts this employee is willing to work. <ENTER> The focus will now be on the MAX HOURS ENTRY BOX.

Input Max Hours by clicking pointer on the DOWN ARROW BUTTON next to the MAX. HOURS ENTRY BOX and selecting the maximum number of hours this employee is willing to work. <ENTER> The focus will now be on the MAX BETWEEN HOURS ENTRY BOX.

Input Max Between Hours  by clicking pointer on the DOWN ARROW BUTTON next to the MAX BETWEEN HOURS ENTRY BOX and selecting the maximum number of hours this employee is willing to work.


How to Enter Information in the Notes Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Input Notes by clicking the pointer in the notes area and typing information, if you want to enter any notes for this employee. *This is an optional esp feature.


How to Enter Information in the Position List Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Input Position by clicking the NEW POSITION BUTTON in the Position List Area. The focus will now be on the position entry box. Click the DOWN ARROW BUTTON on the POSITION ENTRY BOX and click the desired position for this employee from the list in the pull down menu. <ENTER> The focus should now be on the SKILL ENTRY BOX.

Input Skill by clicking the DOWN ARROW BUTTON on the SKILL ENTRY BOX and the clicking skill level from the drop down menu for the adjacent position. (Range is between 1-10, 10 being the most skilled) <ENTER> The focus should now be on the RATE ENTRY BOX.

Input Rate by clicking the RATE ENTRY BOX and entering the wage rate for this employee if it different from the default. Enter the dollar amount then a period followed by two digits for the cents. (i.e. $5.25 would be entered 5.25) <ENTER> The focus should now be on the OT d ENTRY BOX.

Input OT d by clicking the OT d ENTRY BOX and entering the overtime daily rate for this employee if it different from the default. Enter the dollar amount then a period followed by two digits for the cents. (i.e. $12.25 would be entered 12.25) <ENTER> The focus should now be on the OT w ENTRY BOX.

Input OT w by clicking the OT w ENTRY BOX and entering the overtime weekly rate for this employee if it different from the default. Enter the dollar amount then a period followed by two digits for the cents. (i.e. $12.25 would be entered 12.25)


How to Enter Information in the Vacation List Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Input Begin Time  by clicking the BEGIN ENTRY BOX and entering the date which vacation begins.  <ENTER> The focus should now be on the OT w ENTRY BOX.

Input End Time  by clicking the END ENTRY BOX and entering the date which vacation ends.

The bottom portion of this screen is for limitations to the employees availability to work. If there are none, then you are finished. All information entered is automatically stored, and you can click the ADD EMPLOYEE BUTTON on the Toolbar to enter another employee or click the EXIT BUTTON on the Toolbar and exit to Setup Menu or Main Menu.

TIP - Positions List Area


How to Enter Availability Information on the Availability Restrictions List Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Input day by clicking the DOWN ARROW BUTTON on the DAY ENTRY BOX. Select the day by clicking with pointer. <ENTER> The focus should now be on the AVAILABILITY entry box.

Input Availability changes by clicking  the DOWN ARROW BUTTON on the AVAILABILITY entry box, and click one of the three options. Only one choice is available for each day selected.

Select OFF, if an employee cannot work the full day.

or

Select CANT FROM, if an employee can work an entire day. except for a certain 	time range.

or

Select CAN FROM TO, if an employee can work only a range of hours on a given 	day.

If you choose OFF, then your finished with entering this employees availability for this day. If you are finished entering availability information for this employee,  you can either 	enter another employee, or exit by clicking the EXIT BUTTON located on the 	Toolbar.

If you choose CANT FROM TO or CAN FROM TO, then click pointer in the 	FROM OPTION BOX and click DOWN ARROW BUTTON to display selection of 	times.  Click starting time this employee can or cant work.

Input To time Next click the DOWN ARROW BUTTON in the TO ENTRY BOX and click the ending time this employee can or cant work.

TIP - Availability Restrictions List Area


How to Delete Employees  on the Permanent Employee and Availability Screen:

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the EMPLOYEES and AVAILABILITY BUTTON.

Select employee you want to delete by clicking the DOWN ARROW BUTTON next to the  FIND EMPLOYEE BOX located on the Toolbar. A drop down menu box will appear with all the names of employees entered. Click the name of  the employee you would like to delete. The focus will now be on the FIRST NAME ENTRY BOX, along with the name you selected.

Delete employee.  If the name that appears on the screen is the one which you would like to delete, then click the DELETE BUTTON located on the Toolbar. This will permanently delete this employee from your files, and a warning dialog box will appear.

Confirm deletion by clicking the OK in the dialog box.

Exit by clicking the EXIT BUTTON on the Toolbar, or begin with the first  step if you plan to delete another employee.


How to Delete Positions and Skill Level on the Position List Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

To delete position click the POSITION ENTRY BOX with the position you wish to delete. With the focus now on the position with the corresponding skill Level you are deleting, Click the DELETE BUTTON.


How to Delete Information in the Availability Restrictions List Area

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Select day by clicking the DAY ENTRY BOX with the day you wish to delete.

Delete day With the focus on the day you are deleting, click the DELETE BUTTON located on the Availability portion of the screen. A warning dialog box will appear.

Confirm deletion by clicking the OK BUTTON in the warning dialog box


How To Change Information on the Permanent Employee and Availability Screen:

Open screen by Clicking the SETUP BUTTON from the Main Menu. Once the Setup Menu appears, click the PERMANENT EMPLOYEES and AVAILABILITY BUTTON.

Select entry box you would like to change by simply clicking the pointer on the entry box. Notice the entry box will now become in focus.

Change information by clicking the DOWN ARROW BUTTON next to the entry box you are changing and clicking new choice. (Or simply type in the new value)

Exit by clicking the EXIT BUTTON on the Toolbar.


Permanent Schedule Screen

Overview - Permanent Schedule Screen

The Function of each Button and Entry Box on the in the Permanent Schedule Screen

How to Enter  Information in the Permanent Schedule Screen

How to Delete Information  in the Permanent Schedule Screen

How to Change Information  in the Permanent Schedule Screen:


Overview - Permanent Schedule Screen

In the Permanent Schedule Screen, you assign your businesss permanent schedule requirements. Entering your schedule is easy, since you can utilize information that was entered in the first parts of the Setup Menu. Simply click the down arrow button next to any of the entry boxes and click your selection from the available choices. The SCHEDULE BUTTON opens the screen for entering the following requirements you have for your business:

*  POSITION

*  STATION.

*  TIMES.

*  SHIFT  (Optional - default set to 1)

*  SKILL LEVEL.

*  Optional Employee Names appointed to positions.

*  Lunch Time (Optional)


The Function of each Button and Entry Box on the in the Permanent Schedule Screen

EXIT BUTTON - Permanent Schedule Screen

COACH BUTTON - Permanent Schedule Screen

SHIFT ENTRY BOX - Permanent Schedule Screen

DAY SELECTION BOX - Permanent Schedule Screen

SELECT DAY DOWN ARROW BUTTON - Permanent Schedule Screen

PERMANENT AVAIL. RESTRICTION VIEWER  BUTTON- Perm. Schedule Screen

PAYROLL ESTIMATOR VIEWER BUTTON - Permanent Schedule Screen

REPORTS BUTTON  - Permanent Schedule Screen

PRINT PREVIEW -  Permanent Schedule Screen

HELP BUTTON - Permanent Schedule Screen

POSITION - Permanent Schedule Screen

STATION - Permanent Schedule Screen

FROM - Permanent Schedule Screen

TO - Permanent Schedule Screen

HOURS DISPLAY BOX - Permanent Schedule Screen

SKILL  - Permanent Schedule Screen

NAME - Permanent Schedule Screen

SEARCH - Permanent Schedule Screen

BINOCULARS - Permanent Schedule Screen

LOCK BUTTON - Permanent Schedule Screen

LUNCH ENTRY BOX - Permanent Schedule Screen

DELETE LINE BUTTON - Permanent Schedule Screen

ADD SCHEDULE LINE BUTTON - Permanent Schedule Screen

COPY BUTTON  - Permanent Schedule Screen

UP ARROW BUTTON - Permanent Schedule Screen

DOWN ARROW BUTTON - Permanent Schedule Screen

SEARCH UNFILLED POSITIONS BUTTON - Permanent Schedule Screen

REMOVE ENTIRE SHIFTS BUTTON - Permanent Schedule Screen

SORT BUTTON - Permanent Schedule Screen


EXIT BUTTON - Permanent Schedule Screen

Located on the Toolbar, this button exits the Permanent Schedule Screen back to the Setup Menu or Main Menu.

To initiate,  place pointer on the EXIT BUTTON and click. The Setup Menu or Main Menu will now be displayed.


COACH BUTTON - Permanent Schedule Screen

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. This is an optional feature of esp.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


SHIFT ENTRY BOX - Permanent Schedule Screen

Located in the left side of the Toolbar, this entry box allows you to select different shifts for a given position on the same day.  A shift is a range of time a position is scheduled to work on a given day. Some business may only utilize one shift, while others may have a number of shifts. (i.e. Joes Tavern is open 8:00 AM to 3:00 AM, Joe hires one employee to work the first shift - between 8:00 AM to 5:00 PM and hires a second employee to work the second shift between 5:00 PM and 3:00 AM)

To initiate, place pointer device on the down arrow key next to the SHIFT ENTRY BOX and click the number which corresponds to the shift you are scheduling.


DAY SELECTION BOX - Permanent Schedule Screen

Located on the Toolbar, this selection box displays the day for the corresponding schedule below the Toolbar.

To initiate,  click pointer on the DOWN ARROW BUTTON  next to the DAY SELECTION BOX and click on the day desired.


SELECT DAY DOWN ARROW BUTTON - Permanent Schedule Screen

Located on the Toolbar next to the DAY SELECTION BOX, this button enables you to quickly access the days of the week.

To initiate,  place pointer on the DOWN ARROW BUTTON and click. Next select day of the week clicking the day.


PERMANENT AVAIL. RESTRICTION VIEWER  BUTTON- Perm. Schedule Screen

Located on the Toolbar next to the DAY SELECTION BOX, this button enables you to quickly view all employees that have availability restrictions for position selected.  The viewer does not take into account the times which you are requesting  to fill position..  (i.e.  If your wondering why a particular employee may not be scheduled for a position you are trying to fill, simply click the PERMANENT AVAILABILITY RESTRICTION VIEWER and see if they have requested time off.)

To initiate,  click pointer on the position that you wish to view and click the PERMANENT AVAILABILITY RESTRICTION VIEWER

PERMANENT AVAIL. RESTRICTION VIEWER - Perm. Schedule Screen


PERMANENT AVAIL. RESTRICTION VIEWER - Perm. Schedule Screen

The Permanent Availability Restrictions Viewer, shows all employees for the position selected which have availability restrictions.  The name of employee along with the times they have requested off are shown in viewer. Click the CLOSE BUTTON TO exit viewer.


PAYROLL ESTIMATOR VIEWER BUTTON - Permanent Schedule Screen

Located on the Toolbar next to the DAY SELECTION BOX, this button enables you to get an estimate of how much your payroll  will cost, for an employee or all employees per day or per week.

To initiate,  place pointer on the PAYROLL ESTIMATOR BUTTON and click.

PAYROLL ESTIMATOR VIEWER - Permanent Schedule Screen


PAYROLL ESTIMATOR VIEWER - Permanent Schedule Screen

The Payroll estimator screen shows all your employees on the right side with the total number of  hours they are to work each day and week . The total number of hours for all your employees is displayed at the bottom of the screen.  It may be necessary to use the scroll bar to view all your employees. In addition an approximate amount to be paid to each employee is shown on the right side of the screen along with the total pay for all your employees shown at the bottom right side.

To initiate, click the scroll bar to view all your employees and click the CLOSE BUTTON when finished.


REPORTS BUTTON  - Permanent Schedule Screen

Located on the Toolbar, this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON and click. The Reports Menu will be displayed for selection of desired reports.


PRINT PREVIEW -  Permanent Schedule Screen

Located on the Toolbar, this button accesses the Print Preview Screen, for easy viewing of reports.

To initiate,  place pointer on the PRINT PREVIEW and click. The Print Preview Screen will be displayed for viewing of desired reports


HELP BUTTON - Permanent Schedule Screen

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


POSITION - Permanent Schedule Screen

Located on the left side of the Permanent Schedule Screen, the POSITION ENTRY BOX  designates which positions you require to work on the day you selected on the Toolbar. You can choose from the  positions you entered earlier in the Permanent Position and Stations screen, by clicking the down arrow button.

To initiate, Click the pointer on the DOWN ARROW BUTTON to the right of the POSITION entry box and click the name of the desired position from the pull down menu.. You can enter each position without any particular order. By pressing the <ENTER> key the focus moves to the STATION ENTRY BOX.


STATION - Permanent Schedule Screen

Located next to the POSITION entry box, on the Permanent Schedule Screen, this entry box is describes the area which the position in focus is located on your business. (i.e. Joes Bistro has two bars in his restaurant. The main bar requires 3 bartenders,  and he refers to these stations as M-Bar1, M-Bar2 and M-Bar3. Thus he would enter each of these stations separately with each corresponding bartender).

Only stations that are not scheduled for this particular shift and day will be displayed in the pull down menu.

To initiate,. click pointer in STATION ENTRY BOX or press <ENTER> from the POSITION ENTRY BOX.  Station names that where previously entered in the Permanent Positions and Stations Screen, can now be accessed by clicking the pointer on the down arrow and clicking the name of the desired station.


FROM - Permanent Schedule Screen

Located on the middle of the Permanent Schedule Screen, this entry box is the time which the employee needs to arrive. (i.e. Joes Bartender for the Main Bar should arrive at seven PM, thus he enters 7:00 PM in FROM ENTRY BOX.)

To initiate, click pointer in the FROM ENTRY BOX or press <ENTER> from the STATION ENTRY BOX.  Times that where previously entered in the Permanent Positions and Stations Screen, can be accessed by clicking the pointer on the down arrow and clicking the time desired or the time can be typed in the FROM ENTRY BOX.


TO - Permanent Schedule Screen

Located on the middle of the Permanent Schedule Screen, this entry box is the time the employee  needs to leave. (i.e. Joes bartender for the Main Bar should leave at nine AM, thus he enters 9:00 AM in the TO ENTRY BOX.)

To initiate, click pointer in the TO ENTRY BOX or press <ENTER> from the FROM ENTRY BOX.  Times that where previously entered in the Permanent Positions and Stations Screen, can be accessed by clicking the pointer on the down arrow and clicking the time desired or the time can be typed in the TO ENTRY BOX.


HOURS DISPLAY BOX - Permanent Schedule Screen

Located on the middle of the Permanent Schedule Screen,  this information  box displays the total hours that the employee is scheduled to work. This is not a data entry box, rather a display box of information.

To initiate, enter an arrival and departure times in the FROM and TO ENTRY BOXES.


SKILL  - Permanent Schedule Screen

Located on the right side of the Permanent Schedule Screen this entry box is the  level of experience that describes the position/station in focus. The skill levels range from 1-10 with 1 being the least skilled, and 10 being the most skilled. (Joe believes the bartender for the Back bar should not be very skilled  thus he put 1 in this entry box.)

It is important to choose the Skill Level wisely for this Schedule Line, otherwise an under skilled employee may be chosen to work a Station he/she is not qualified to work. Also consider the skill level of your employees.

Ask yourself: Which of you employees are skilled enough to work this Schedule Line? What skill ranking did you assign to them?

To initiate, click pointer in SKILL ENTRY BOX or press <ENTER> from the TO ENTRY BOX,  Skill levels that where previously entered in the Permanent Positions and Stations Screen can be accessed by clicking the pointer on the DOWN ARROW BUTTON and clicking the skill level desired.


NAME - Permanent Schedule Screen

This is optional but highly recommended to have consistency in your schedules. If esp fills in the all of the names by itself, your employees schedules will tend to vary more so than if the names are entered here in the Permanent Schedule. Remember, it is only recommended to enter the names here in the Permanent Schedule, this allows you to take advantage of the power of esp to make all of your weekly schedule changes.

Located on the right side of the Permanent Schedule Screen.  If there is a particular employee that you prefer to work a given shift, then enter the employee name in the NAME ENTRY BOX.

To initiate, click pointer in NAME ENTRY BOX or press <ENTER> from the SKILL ENTRY BOX.  Names that where previously entered in the Permanent Positions and Stations Screen, and qualify for the position entered can be accessed by clicking the pointer on the DOWN ARROW BUTTON and clicking the name of the desired employee. (Note: only employees which meet all scheduling criteria will be displayed in the pull down menu)


SEARCH - Permanent Schedule Screen

Located on the right side of the Permanent Schedule Screen, this button allows you to search for employees who meet the qualifications you have specified on this line. (i.e. If you have scheduled for an employee to work a position for a certain amount of hours and require a skill level of 3 or less than by clicking the SEARCH BUTTON, esp will display a list of those employees meeting those qualifications)

To initiate, click pointer on the SEARCH BUTTON, esp will pop up a searching display, followed by a list of employees if any are found to meet your qualifications on this line.

SEARCH AVAIL. EMPLOYEES DIALOG BOX - Perm. Sched. Screen


SEARCH AVAIL. EMPLOYEES DIALOG BOX - Perm. Sched. Screen

The Search Availability Employees Dialog Box displays all those employees who have met the requirements entered on the specified on the line.  Also shown in this dialog box is a telephone button which will automatically dial the employee if your computer has a modem and the telephone number for this employee has been entered in the Permanent Employee Screen. Once you are finish with the dialog box simply click the CANCEL BUTTON located on the bottom.

TELEPHONE BUTTON - Permanent Schedule Screen


TELEPHONE BUTTON - Permanent Schedule Screen

Located on the right side of each name in the Search Available Employees Dialog Box, this button automatically will dial the employees telephone number  when clicked.  Your telephone must be picked up within the specified wait time given the Telephone Setup Dialog Box.  Each employees telephone number must be previously entered in the Permanent Employee and Availability Screen, and an installed modem on your computer is necessary.

To initiate, click pointer on the TELEPHONE BUTTON, esp will automatically dial the employees telephone.


BINOCULARS - Permanent Schedule Screen

Located next to the DOWN ARROW BUTTON for the NAME ENTRY BOX in the Permanent Schedule Screen, this button determines the range of employees available for selection in THE NAME ENTRY BOX pull down menu. The BINOCULARS BUTTON is also an optional button since it works in conjunction with the NAME ENTRY BOX. A SEARCH DIALOG BOX appears when you click the BINOCULARS BUTTON.

To initiate, click pointer on the BINOCULARS BUTTON, esp will open the Search Dialog Box

SEARCH DIALOG BOX - Permanent Schedule Screen


SEARCH DIALOG BOX - Permanent Schedule Screen

The following search options appear in a dialog box when you click the BINOCULARS BUTTON. There are seven different criteria related to employee availability which can be ignored in an attempt to find an employee to work a given shift.

•	Skill level

•	Position

•	Availability Restrictions

•	Maximum Days Per Week

•	Maximum Hours Per Day

•	Maximum Between Hours

Criteria can be ignored by the least importance until an employee is found. You can have more than one criteria checked. (i.e. if you dont care how much skill level an employee has, you would check of skill level.)

To initiate, click pointer on any of the criteria that you want to ignore. Next click the SEARCH BUTTON, esp will begin a search and display the names of employees which meet your new requirements. Next, click the name of the employee you wish to fill your schedule. If you decide not to continue with search, then click the CANCEL BUTTON,

TIP - Permanent Schedule Screen


LOCK BUTTON - Permanent Schedule Screen

This is an Optional Item.

Located next to the BINOCULAR BUTTON in the Permanent Schedule Screen, this button determines if an employee you designate in the NAME ENTRY BOX will unconditionally remain in the Schedule Line regardless of other schedule needs.  If the LOCK BUTTON is not checked,  then esp may remove the employee in order to complete a schedule.  ( i.e. Jackie is the best and most reliable Chef for the main kitchen.  Joe absolutely only wants her to work on Saturdays, thus you would click the LOCK BUTTON, after selecting her name for that schedule line.)

To initiate, click pointer on the LOCK BUTTON after you have entered an employee name in the NAME ENTRY BOX


LUNCH ENTRY BOX - Permanent Schedule Screen

Located on the far right side of the Permanent Schedule Screen, the LUNCH ENTRY BOX, allows you to enter the amount of time you want the scheduled shift to take for lunch or break. This time which is listed in minutes will be deducted from the overall hours an employee works  when estimating payroll.  The default time is set in the Startup Information Screen and can be changed here if necessary.

To initiate, click pointer on the DOWN ARROW BUTTON, if you need to change the default value. Then click on the number of minutes you want to assign the employee for lunch or break.


DELETE LINE BUTTON - Permanent Schedule Screen

Located on the left side of the each scheduled line in the Permanent Schedule Screen, this button will remove a line that no longer applies.  (i.e. After entering an additional waitress for the summer season,  business slacks off in winter and Joe decides to remove this position from the schedule.)

To initiate, click the  DELETE BUTTON to delete the scheduled line that no longer applies.


ADD SCHEDULE LINE BUTTON - Permanent Schedule Screen

Located on the bottom right side of the Permanent Schedule Screen,  this button is used to add schedule lines you require to fill a schedule.

To initiate, Click pointer on the NEW SCHEDULE LINE BUTTON, this will place the focus on the an open POSITION entry box. Then click the DOWN ARROW BUTTON and select a position. Continue selecting information for each category across this row of the Permanent Schedule Screen.


COPY BUTTON  - Permanent Schedule Screen

Located on the bottom of the Permanent Schedule Screen, this button allows you to copy an entire days schedule to any other day of the week.  When you click the COPY BUTTON a dialog box will appear with checkmark next to days of the week you can select.

To initiate, click pointer on the COPY BUTTON.  When the dialog box appears, click the checkmark box of the days that you would like to copy the schedule focus to.

COPY DIALOG BOX - Permanent Schedule Screen


COPY DIALOG BOX - Permanent Schedule Screen

The Copy Dialog box allow you to easily copy the entire days schedule to any other day of the week.

To Initiate, click the checkboxes next to the days which the same schedule applies. Click the OK BUTTON to begin or the CANCEL BUTTON to abort.


UP ARROW BUTTON - Permanent Schedule Screen

Use the UP ARROW BUTTON to scroll up through schedule line information already entered.

To initiate, place pointer on the UP ARROW BUTTON to scroll upwards and click.


DOWN ARROW BUTTON - Permanent Schedule Screen

Use the DOWN ARROW BUTTON to scroll down through schedule line information already entered.

To initiate, place pointer on the DOWN ARROW BUTTON  to scroll downwards and click.


SEARCH UNFILLED POSITIONS BUTTON - Permanent Schedule Screen

Located on the bottom right side of the Permanent Schedule Screen, the SEARCH BUTTON, allows you to find unfilled scheduled positions. This is useful in finding positions that  do not have an employee name assigned to yet. When activated, the search process will begin search with the day on the current screen, then continue with the following day.

To initiate, place pointer on the button and click.  The focus will appear on the POSITION ENTRY BOX of the first position without an assigned employee name.


REMOVE ENTIRE SHIFTS BUTTON - Permanent Schedule Screen

Located on the bottom right side of the Permanent Schedule Screen, this button will delete all of the schedule  you have previously entered for the day and shift shown.  A dialog box will appear after you click the REMOVE ENTIRE SHIFTS BUTTON, asking you to confirm your deletion.

To initiate, place pointer on the button and click.  A dialog box will appear.  If you want to continue in deleting all schedule lines click the OK BUTTON, or click the CANCEL BUTTON to abort.


SORT BUTTON - Permanent Schedule Screen

Located on the Permanent Schedule Screen, the SORT BUTTON,  allows you to automatically sort the information entered.  It is alphanumeric sort based on the name of  the position entered..

To initiate, after you enter all your schedule lines, place pointer on the SORT BUTTON and click. All the schedule lines you previously entered will be alphabetically sorted by Position and Station.


How to Enter  Information in the Permanent Schedule Screen

Open the screen  from the Main Menu and click the SETUP BUTTON. The Setup Menu will appear. Next click the PERMANENT SCHEDULE BUTTON.

Select the day of the week you would like to schedule by clicking the DOWN ARROW BUTTON on the DAY ENTRY BOX located on the Toolbar. A pull down menu will appear from the DAY SELECTION BOX. Click the day you are scheduling.

Select the shift of the day you would like to schedule by clicking the DOWN ARROW BUTTON on the SHIFT ENTRY BOX located on the Toolbar. A pull down menu will appear from the SHIFT SELECTION BOX. Click the shift you are scheduling.

Position - Click the DOWN ARROW BUTTON in the POSITION entry box.  From the pull down menu, click the position you wish to schedule.

Station - Click the DOWN ARROW BUTTON in the STATION ENTRY BOX. From the pull down menu, click the station that corresponds to the  position previously entered.

From - Click the DOWN ARROW BUTTON in the FROM ENTRY BOX to pull down a menu of times. Click the beginning time for this  position.

To - Click the DOWN ARROW BUTTON in the TO ENTRY BOX. From the pull down menu, click the ending time for this position.

Skill - Click the DOWN ARROW BUTTON in the SKILL ENTRY BOX. From the pull down menu, click the skill level required for this position. (Note 1 is a low skill level and 10 is high skill level)

Name options- The NAME ENTRY BOX is optional,  yet it is  recommended that you try and fill as many positions as possible. To enter a  name for this position, you have three options:

1. Click the SEARCH BUTTON and select only from qualified and available employees for this position. The names in drop down menu represent employees that are listed for the position, have a minimum or higher skill level required, and are not already  scheduled in another schedule line for the day in focus. Click the name of the employee of choice.

or

2. Click the BINOCULAR BUTTON and select those criteria you wish to ignore in order to find an employee to fill the position..

3. Click the LOCK BUTTON if the employee selected in the NAME ENTRY BOX is unconditionally the only employee desired to work the schedule line in focus.

Lunch - Click the appropriate lunch break for this employee if the default amount shown is wrong.

Exit Once you have entered all your positions, with their corresponding stations, times, shift and optional employee names you can exit this screen by clicking the EXIT BUTTON.


How to Delete Information  in the Permanent Schedule Screen

Open the screen  from the Main Menu and click the SETUP BUTTON. The Setup Menu will appear. Next click the PERMANENT SCHEDULE BUTTON.

Select the day of the week you would like to delete a schedule line by clicking the DOWN ARROW BUTTON next to the DAY SELECTION BOX located on the Toolbar. A pull down menu will appear from the DAY SELECTION BOX. Click the day you want to change.

Select the shift of the day you would like to delete a schedule line by clicking the DOWN ARROW BUTTON next to the SHIFT SELECTION BOX located on the Toolbar. A pull down menu will appear from the SHIFT SELECTION BOX. Click the shift you want to change.

Select the Schedule line  you would like to delete by clicking your pointer on the schedule line.

Delete the Schedule line by clicking the DELETE BUTTON on the bottom left of the screen.

Exit Once you have deleted all your schedule lines, you can exit this screen by clicking the EXIT BUTTON.


How to Change Information  in the Permanent Schedule Screen:

Open the screen  from the Main Menu and click the SETUP BUTTON. The Setup Menu will appear. Next click the PERMANENT SCHEDULE BUTTON.

Select the day of the week you would like to change by clicking the DOWN ARROW BUTTON next to the DAY SELECTION BOX located on the Toolbar. A pull down menu will appear from the DAY SELECTION BOX. Click the day you want to change.

Select the shift of the day you would like to change by clicking the DOWN ARROW BUTTON next to the SHIFT SELECTION BOX located on the Toolbar. A pull down menu will appear from the SHIFT SELECTION BOX. Click the shift you want to change.

Change information to an entry box by clicking pointer on the POSITION, STATION, FROM, TO, SKILL, OR NAME ENTRY BOX.. Once the focus is on selected entry box, simply click the DOWN ARROW BUTTON next to the entry box and click new selection from the pull down menu.

Exit Once you have changed any entries you can exit this screen by clicking the EXIT BUTTON.


This Weeks Availability Changes

Overview - This Weeks Availability Changes Screen

The function and use of buttons in This Weeks Availability Changes Screen

How  to temporarily add an employee availability limitation:

How  to delete a temporarily availability change from an employee:

How  to change a temporarily schedule change to an employee:


Overview - This Weeks Availability Changes Screen

In This Weeks Availability Changes Screen, you assign temporary changes to an employee schedule These changes can be days employees need to have off or hours they can and cant work from their normal work schedule.


The function and use of buttons in This Weeks Availability Changes Screen

EXIT BUTTON - This Weeks Availability Changes Screen

LEFT ARROW BUTTON - This Weeks Availability Changes Screen

RIGHT ARROW BUTTON - This Weeks Availability Changes Screen

COACH BUTTON - This Weeks Availability Changes Screen

EMPLOYEE FIND BOX - This Weeks Availability Changes Screen

FIND EMPLOYEE DOWN ARROW BUTTON - This Weeks Avail. Chgs.  Screen

VACATION VIEWER BUTTON - This Weeks Avail. Chgs. Screen

REPORTS BUTTON - This Weeks Availability Changes Screen

PRINT PREVIEW - This Weeks Availability Changes Screen

HELP - This Weeks Availability Changes Screen

DATE - This Weeks Availability Changes Screen

DAY ENTRY BOX - This Weeks Availability Changes Screen

AVAILABILITY ENTRY BOX - This Weeks Availability Changes Screen

FROM ENTRY BOX - This Weeks Availability Changes Screen

TO ENTRY BOX - This Weeks Availability Changes Screen

DELETE LINE BUTTON - This Weeks Availability Changes Screen

NEW  DAY BUTTON - This Weeks Availability Changes Screen

UP ARROW BUTTON - This Weeks Availability Changes Screen

DOWN ARROW BUTTON - This Weeks Availability Changes Screen

REMOVE AVAILABILITY RESTRICTIONS- This Weeks Avail. Chgs Screen

COPY BUTTON  - This Weeks Availability Changes Screen

SORT BUTTON  - This Weeks Availability Changes Screen


EXIT BUTTON - This Weeks Availability Changes Screen

Located on the Toolbar, this button exits THIS WEEKS AVAILABILITY CHANGES and returns back to the Main Menu.

To initiate,  place pointer on the EXIT BUTTON and click. The Main menu will now be displayed.


LEFT ARROW BUTTON - This Weeks Availability Changes Screen

Located on the Toolbar, allows you to scroll  back to previous employee

To initiate, place pointer on the left arrow and click, until the desired employee is displayed.


RIGHT ARROW BUTTON - This Weeks Availability Changes Screen

Use the right arrow key located on the Toolbar to scroll forward to next employee already entered.

To initiate,  place pointer on the right arrow and click until the desired employee is displayed.


COACH BUTTON - This Weeks Availability Changes Screen

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off. This is an optional feature of esp.

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


EMPLOYEE FIND BOX - This Weeks Availability Changes Screen

Located on the Toolbar, this selection box displays the current employee for the corresponding schedule below the Toolbar.

To initiate,  click pointer on the DOWN ARROW BUTTON next to the EMPLOYEE FIND BOX then click the name of the employee of your choice.


FIND EMPLOYEE DOWN ARROW BUTTON - This Weeks Avail. Chgs.  Screen

Located on the Toolbar, next to the EMPLOYEE FIND BOX,  the DOWN ARROW BUTTON enables you to  quickly  access employees.

To initiate,  place pointer on the DOWN ARROW BUTTON and click. Next select employee by clicking their name. If a scroll bar exists, you may use the scroll bar to view all employee names.


VACATION VIEWER BUTTON - This Weeks Avail. Chgs. Screen

Located on the Toolbar, enables you to quickly view your employees vacation times.

To initiate,  place pointer on the VACATION VIEWER BUTTON and click.

VACATION VIEW SCREEN - This Weeks Avail. Chgs. Screen


VACATION VIEW SCREEN - This Weeks Avail. Chgs. Screen

The VACATION VIEWER SCREEN  displays all your positions sorted alphabetically, followed by the date range, and employee name. Use the scroll button to view any information not visible on screen.  Click the CLOSE BUTTON to escape.


REPORTS BUTTON - This Weeks Availability Changes Screen

Located on the Toolbar, this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON and click. The Reports Menu will be displayed for selection of desired reports.


PRINT PREVIEW - This Weeks Availability Changes Screen

Located on the Toolbar, this button accesses the Print Preview Screen, for easy viewing of reports.

To initiate,  place pointer on the PRINT PREVIEW and click. The Print Preview Screen will be displayed for viewing of desired reports.


HELP - This Weeks Availability Changes Screen

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


DATE - This Weeks Availability Changes Screen

Located on This Weeks Availability Changes Screen, the Date displays the month, date and year which the employee requires a restriction to their schedule. This date can be changed by selecting a different day in the Day Entry Box.


DAY ENTRY BOX - This Weeks Availability Changes Screen

Located on This Weeks Availability Changes Screen this is the day of the week which the employee in focus has availability limitations. (i.e. If Mike can not work on Friday, you would simply select Friday in the DAY ENTRY BOX.)

To initiate, click DAY and then click the DOWN ARROW BUTTON to drop pull down menu of days of the week. Next, click the day you want to schedule.


AVAILABILITY ENTRY BOX - This Weeks Availability Changes Screen

Located on This Weeks Availability Changes Screen, The AVAILABILITY ENTRY BOX located adjacent to the DAY ENTRY BOX allows you to set parameters for the day selected. You have three options:

1. Select OFF if the employee needs the entire day off. (i.e. Jane cant work all day on 	Friday.).

2. Select CANT FROM TO if the employee can work all day except for a few hours. (i.e. Jane can work all day Tuesday except between 1-3 PM)

3. Select CAN FROM TO if the employee can work only a range of hours on a given day. (i.e. Jane can only work from 6-10 PM on Wednesdays)

To initiate, Click the AVAILABILITY entry box. The focus will now be on the corresponding day adjacent to the AVAILABILITY entry box. Next, click the DOWN ARROW BUTTON next to the AVAILABILITY entry box and click one of the three selections referred to above.


FROM ENTRY BOX - This Weeks Availability Changes Screen

Located on This Weeks Availability Changes Screen, This entry box corresponds to the beginning time which an employee can or cant work for the corresponding day in focus.

To initiate, place pointer on the FROM ENTRY BOX. Next click the DOWN ARROW BUTTON and click the desired time. If the time is not listed, simply type in the time.


TO ENTRY BOX - This Weeks Availability Changes Screen

Located on This Weeks Availability Changes Screen, the ending time which an employee can or cant work for the corresponding day in focus.

To initiate, place pointer on the TO ENTRY BOX. Next click the DOWN ARROW BUTTON and click the desired time. If the time is not listed, simply type in the time.


DELETE LINE BUTTON - This Weeks Availability Changes Screen

Located on This Weeks Availability Changes Screen, the DELETE LINE BUTTON will remove a day that no longer applies.  (i.e. Janes college class has ended and she is now available to work Tuesday and Thursday nights.)

To initiate, click the day you would like to delete, and then click the  DELETE LINE BUTTON to delete this day.


NEW  DAY BUTTON - This Weeks Availability Changes Screen

Located on the lower right hand corner of the This Weeks Availability Changes Screen The NEW DAY BUTTON is used to add a day which an employee has availability limitations. (i.e. Jane has a family emergency and will not be able to work this week, thus Joe would add this change in the This Weeks Availability Changes Screen.)

To initiate, place pointer on the NEW DAY BUTTON and click, this will place focus on an open entry box . Next click the DOWN ARROW BUTTON to display the days of the week. Click the day of the week you wish to select.  By pressing the <ENTER> key, you will automatically advance to the next entry box.


UP ARROW BUTTON - This Weeks Availability Changes Screen

Located on the bottom of This Weeks Availability Changes Screen  This button allows you to scroll upwards to the previous day.

To initiate, click UP ARROW BUTTON to move upwards to the previous day.

Located on This Weeks Availability Changes Screen


DOWN ARROW BUTTON - This Weeks Availability Changes Screen

Located on the bottom of This Weeks Availability Changes Screen, this button allow you to scroll downwards to the next day.


REMOVE AVAILABILITY RESTRICTIONS- This Weeks Avail. Chgs Screen

Located on the bottom of the This Weeks Availability Changes Screen, this button allows you to quickly remove all the availability restrictions entered for an employee.

To initiate, click pointer on the REMOVE AVAILABILITY RESTRICTIONS BUTTON,  a dialog box will appear.  Click the OK BUTTON to confirm your decision, or the CANCEL BUTTON to abort procedure.


COPY BUTTON  - This Weeks Availability Changes Screen

Located on the bottom of the This Weeks Availability Changes Screen , this button allows you to copy an availability restrictions line to any other day of the week.  When you click the COPY BUTTON a dialog box will appear with the check boxes next to each day.  You can click as may days of the week that the availability restriction applies to.

To initiate, click pointer on the COPY BUTTON.  When the dialog box appears, click the days that you would like to copy the availability restriction line in focus to.

COPY DIALOG BOX - This Weeks Availability Changes Screen


COPY DIALOG BOX - This Weeks Availability Changes Screen

The Copy Dialog box allow you to easily copy the availability restrictions line in focus to any other day of the week.

To Initiate, click the checkboxes next to the days which the availability restriction applies.

or

If it applies to all the days of the week simply click the SELECT ALL BUTTON located on top.

or

If availability restriction applies only to Monday - Friday, click the SELECT Mon-Fri BUTTON.

Click the OK BUTTON to begin, or the CANCEL BUTTON to abort.


SORT BUTTON  - This Weeks Availability Changes Screen

Located on the bottom of the This Weeks Availability Changes Screen, this button allows you to sort the days you have entered with availability restrictions.  Days are sorted with Sunday listed first, and Saturday listed last.

To initiate, click pointer on the pointer on the SORT BUTTON. All previously enter data in the Availability Restrictions List Area will now be sorted.

To initiate Click DOWN ARROW BAR to move downwards to the next day.


How  to temporarily add an employee availability limitation:

Open This Weeks Availability Changes Screen from the Main Menu by clicking THIS WEEKS AVAILABILITY CHANGES BUTTON. This Weeks Availability Changes Screen will appear.

Select the employee you would like to make the temporary changes to his/her availability by clicking the DOWN ARROW BUTTON on the FIND EMPLOYEE SELECTION BOX located on the Toolbar.. Click the employees name. You will notice that this employees name will show on the top, center portion of the current This Weeks Availability Changes Screen.

Add a new Availability Line by clicking the NEW DAY BUTTON. The focus will now be in the DAY ENTRY BOX of a new line.

Select day of the week by clicking the DOWN ARROW BUTTON next to the DAY ENTRY BOX with the pointer, and then clicking the pointer on the selected day.

Select the Availability by clicking the DOWN ARROW BUTTON on AVAILABILITY entry box with the pointer. Your selection is between Off, Cant From To and Can From To. Only one of three choice is available for selection

1.  Select the OFF BUTTON, if an employee wants the full day off.

2.  Select the CANT FROM, if an employee can work an entire day except for a certain time range.

3. Select the CAN FROM TO, if an employee can work only a range of hours on a given day.

If you choose OFF, then your finished with entering this change. You can either enter another change, or exit by clicking the EXIT BUTTON located on the Toolbar.

If you choose CANT FROM TO or CAN FROM TO, then click pointer in the FROM option box and click DOWN ARROW BUTTON to display selection of times.  Click starting time this employee can or cant work.

Select To time Next click the DOWN ARROW BUTTON in the TO ENTRY BOX and click the ending time this employee can or cant work.


How  to delete a temporarily availability change from an employee:

Open This Weeks Availability Changes Screen from the Main Menu by clicking THIS WEEKS AVAILABILITY CHANGES BUTTON. This Weeks Availability Changes Screen will appear.

Select the employee you would like to make the temporary changes to his/her availability by clicking the DOWN ARROW BUTTON on the FIND EMPLOYEE SELECTION BOX located on the Toolbar.. Click the employees name. You will notice that this employees name will show on the top, center portion of the current This Weeks Availability Changes Screen.

Select day of the week by clicking pointer on the DAY ENTRY BOX you would like to delete. The focus will now appear on your selection.

Delete day by clicking the DELETE LINE BUTTON. A dialog box will appear confirming your decision to delete the day in focus.


How  to change a temporarily schedule change to an employee:

Open This Weeks Availability Changes Screen from the Main Menu by clicking THIS WEEKS AVAILABILITY CHANGES BUTTON. This Weeks Availability Changes Screen will appear.

Select the employee you would like to make the temporary changes to his/her availability by clicking the DOWN ARROW BUTTON on the FIND EMPLOYEE SELECTION BOX located on the Toolbar. Click the employees name. You will notice that this employees name will show on the top, center portion of the current This Weeks Availability Changes Screen.

Select the entry box you would like to change by clicking pointer on the entry  box. Next click the DOWN ARROW BUTTON next to the entry box you are changing  and select new choice.


This Week's Schedule Changes

Overview -This Weeks Schedule Changes

The function of buttons and entry boxes in This Weeks Schedule Changes Screen

How to Enter Temporary Changes in This Week's Schedule Changes


Overview -This Weeks Schedule Changes

THIS WEEK'S SCHEDULE CHANGES  BUTTON located on the  Main Menu, allows you to assign temporary changes to the schedule. Changes can be made to:

*  Positions

*  Stations

*  Times

*  Skill level

*  Optional employee names

Changes  in  the schedule, are related  to business or seasonal changes, rather than the employees personal needs. (i.e. Joes Bar and Grill is anticipating more customers for St. Patricks holiday, thus he would schedule additional employees to work that day.)


The function of buttons and entry boxes in This Weeks Schedule Changes Screen

EXIT BUTTON - This Weeks Schedule Changes Screen

COACH BUTTON - This Weeks Schedule Changes Screen

SHIFT ENTRY BOX - This Weeks Schedule Changes Screen

DAY SELECTION BOX - This Weeks Schedule Changes Screen

SELECT DAY DOWN ARROW BUTTON - This Weeks Schedule Changes Screen

DATE - This Weeks Schedule Changes Screen

THIS WEEKS AVAIL. RESTRICTION VIEWER  BUTTON- This Weeks Sch. Chgs. Screen

PAYROLL ESTIMATOR VIEWER BUTTON - This Weeks Schedule Changes Screen

REPORTS BUTTON - This Weeks Schedule Changes Screen

PRINT PREVIEW- This Weeks Schedule Changes Screen

HELP BUTTON - This Weeks Schedule Changes Screen

POSITION ENTRY BOX - This Weeks Schedule Changes Screen

STATION ENTRY BOX - This Weeks Schedule Changes Screen

FROM  ENTRY BOX - This Weeks Schedule Changes Screen

TO  ENTRY BOX - This Weeks Schedule Changes Screen

HOURS DISPLAY BOX - This Weeks Schedule Changes Screen

SKILL ENTRY BOX - This Weeks Schedule Changes Screen

NAME ENTRY BOX - This Weeks Schedule Changes Screen

SEARCH - This Weeks Schedule Changes Screen

BINOCULARS - This Weeks Schedule Changes Screen

LOCK BUTTON - This Weeks Schedule Changes Screen

LUNCH ENTRY BOX - This Weeks Schedule Changes Screen

DELETE LINE BUTTON - This Weeks Schedule Changes Screen

ADD LINE BUTTON - This Weeks Schedule Changes Screen

COPY BUTTON  - This Weeks Schedule Changes Screen.

REPLACE PERM.  SCHED. BUTTON - This Weeks Sch. Chgs.  Screen

UP ARROW BUTTON - This Weeks Schedule Changes Screen

DOWN ARROW BUTTON - This Weeks Schedule Changes Screen

SEARCH UNFILLED LINE BUTTON - This Weeks Schedule Changes Screen

REMOVE ENTIRE SCHEDULE BUTTON - This Weeks Schedule Changes Screen

SORT BUTTON - This Weeks Schedule Changes Screen


EXIT BUTTON - This Weeks Schedule Changes Screen

Located on the Toolbar, this button exits THIS WEEKS SCHEDULE CHANGES and returns back to the Main Menu.

To initiate,  place pointer on the EXIT BUTTON and click. The Main Menu will now be displayed.


COACH BUTTON - This Weeks Schedule Changes Screen

The COACH BUTTON located on the Toolbar opens a screen with tips and step by step instructions to help you with the current screen. It is highly recommended that the first time user take advantage of the information offered in the Coach dialog box.  On the bottom of the Coach dialog box are two buttons. One will minimized the Coach dialog box to an icon, the other will turn the Coach dialog box off

To initiate, click the COACH BUTTON on the Toolbar, and a coach screen with tips will appear.


SHIFT ENTRY BOX - This Weeks Schedule Changes Screen

Located in the left side of the Toolbar, this entry box allows you to select different shifts for a given position on the same day.  A shift is a range of time a position is scheduled to work on a given day. Some business may only utilize one shift, while others may have a number of shifts. (i.e. Joes Tavern is open 8:00 AM to 3:00 AM, Joe hires one employee to work the first shift - between 8:00 AM to 5:00 PM and hires a second employee to work the second shift between 5:00 PM and 3:00 AM)

To initiate, place pointer device on the down arrow key next to the SHIFT ENTRY BOX and click the number which corresponds to the shift you are scheduling


DAY SELECTION BOX - This Weeks Schedule Changes Screen

Located on the Toolbar, this selection box displays the current day for the corresponding schedule below the Toolbar.

To initiate,  place pointer on the DOWN ARROW BUTTON of the DAY SELECTION BOX and click on the desired day.


SELECT DAY DOWN ARROW BUTTON - This Weeks Schedule Changes Screen

Located on the Toolbar, next to the DAY SELECTION BOX, the DOWN ARROW BUTTON enables you to  quickly  access  the days of the week.

To initiate,  place pointer on the DOWN ARROW BUTTON and click. Next select the day by clicking the desired day.


DATE - This Weeks Schedule Changes Screen

Located on the Toolbar, next to the Day Selection, the Day of the Week displays the current date for the schedule displayed on the screen.  To change the date click the Day Selection Entry Box and select a day from the pull down menu.


THIS WEEKS AVAIL. RESTRICTION VIEWER  BUTTON- This Weeks Sch. Chgs. Screen

Located on the Toolbar next to the DAY SELECTION BOX, this button enables you to quickly view all employees that have availability restrictions for position selected.  The viewer does not take into account the times which you are requesting  to fill position.  (i.e.  If your wondering why a particular employee may not be scheduled for a position you are trying to fill, simply click the PERMANENT AVAILABILITY RESTRICTION VIEWER and see if they have requested time off.)

To initiate,  click pointer on the position that you wish to view and click the PERMANENT AVAILABILITY RESTRICTION VIEWER

THIS WEEKS AVAIL. RESTRICTION VIEWER - This Weeks Schedule Changes Screen


THIS WEEKS AVAIL. RESTRICTION VIEWER - This Weeks Schedule Changes Screen

The Permanent Availability Restrictions Viewer, shows all employees for the position selected which have availability restrictions.  The name of employee along with the times they have requested off are shown in viewer. Click the CLOSE BUTTON TO exit viewer.


PAYROLL ESTIMATOR VIEWER BUTTON - This Weeks Schedule Changes Screen

Located on the Toolbar next to the DAY SELECTION BOX, this button enables you to get an estimate of how much your payroll  will cost, for an employee or all employees per day or per week.

To initiate,  place pointer on the PAYROLL ESTIMATOR BUTTON and click.

PAYROLL ESTIMATOR VIEWER - This Weeks Schedule Changes Screen


PAYROLL ESTIMATOR VIEWER - This Weeks Schedule Changes Screen

The Payroll estimator screen shows all your employees on the right side with the total number of  hours they are to work each day and week . The total number of hours for all your employees is displayed at the bottom of the screen.  It may be necessary to use the scroll bar to view all your employees. In addition an approximate amount to be paid to each employee is shown on the right side of the screen along with the total pay for all your employees shown at the bottom right side.

To initiate, click the scroll bar to view all your employees and click the CLOSE BUTTON when finished.


REPORTS BUTTON - This Weeks Schedule Changes Screen

Located on the Toolbar, this button accesses the Reports Menu.

To initiate,  place pointer on the REPORTS BUTTON and click. The Reports Menu will be displayed for selection of desired reports.


PRINT PREVIEW- This Weeks Schedule Changes Screen

Located on the Toolbar, this button accesses the Print Preview Screen, for easy viewing of reports.

To initiate,  place pointer on the PRINT PREVIEW and click. The Print Preview Screen will be displayed for viewing of desired reports.


HELP BUTTON - This Weeks Schedule Changes Screen

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


POSITION ENTRY BOX - This Weeks Schedule Changes Screen

Located on the left side of This Weeks Schedule Screen, the POSITION entry box  designates the positions  you require to work on the day you selected on the Toolbar. You can choose from eligible positions you entered earlier in the Permanent Position and Stations Screen by clicking the DOWN ARROW BUTTON. (i.e. Joe needs an additional barback that he would like to schedule for St. Patrick day, thus he would click barback.)

To initiate, Click the pointer on the DOWN ARROW BUTTON to the right of the POSITION ENTRY BOX and click the new position from the pull down menu.. You can enter each position without any particular order. By pressing the <ENTER> key the focus moves to the STATION ENTRY BOX.


STATION ENTRY BOX - This Weeks Schedule Changes Screen

Located next to the POSITION ENTRY BOX, in This Weeks Schedule Screen,  this entry box describes the area which the position in focus is located on your business. . (i.e. The additional bartender that Joe wants to schedule for St. Patricks day is located on the bar by the front entrance which he has labeled as front. Thus he would type in front or Click the DOWN ARROW BUTTON and click front from the pull down menu).

Note: Only stations that are not scheduled for this particular shift and day will be displayed in the pull down menu.

To initiate,. click pointer in STATION ENTRY BOX or press <ENTER> from the POSITION ENTRY BOX.  Station names that were previously entered in the Setup Menu, can be accessed by clicking the pointer on the DOWN ARROW BUTTON and clicking the name of the desired station.


FROM  ENTRY BOX - This Weeks Schedule Changes Screen

Located on the middle of This Weeks Schedule Changes Screen, this entry box is the time which the employee needs to arrive. (i.e. Joes Bartender for the Main Bar needs to arrive at seven in the evening, thus you would  type 7:00 PM in the FROM ENTRY BOX.)

To initiate, click pointer in the FROM ENTRY BOX or press <ENTER> from the STATION ENTRY BOX. Times that where previously entered in Setup Menu, can be accessed by clicking the pointer on the DOWN ARROW BUTTON and clicking the time desired or by typing the time in the FROM ENTRY BOX.


TO  ENTRY BOX - This Weeks Schedule Changes Screen

Located on the middle of This Weeks Schedule Changes Screen, this entry box is the time the employee needs to leave. (i.e. Joes bartender for the Main Bar leaves at one AM, thus he enters 1:00 AM in the TO ENTRY BOX.)

To initiate, click pointer in the TO ENTRY BOX or press <ENTER> from the FROM ENTRY BOX.  Times that were previously entered in the Setup Menu, can be accessed by clicking the pointer on the DOWN ARROW BUTTON and clicking the time desired or by typing the time in the TO ENTRY BOX.

.


HOURS DISPLAY BOX - This Weeks Schedule Changes Screen

Located on the middle of This Weeks Schedule Changes Screen,  this information  box displays the total hours that the employee is scheduled to work. This is not a data entry box, rather an information display box.

To initiate, enter an arrival and departure times in the FROM and TO ENTRY BOXES.


SKILL ENTRY BOX - This Weeks Schedule Changes Screen

Located on the right side of This Weeks Schedule Changes Screen this entry box is the  level of experience that describes the position / station in focus. The skill levels range from 1-10 with 1 being the least skilled, and 10 being the most skilled. (i.e. Joe believes the bartender for the main bar should be highly skilled, thus he enters 9 in the SKILL ENTRY BOX.)

It is important to choose the Skill Level wisely for this Schedule line, otherwise an under skilled employee may be chosen to work a Station he/she is not qualified to work. Also consider the skill level of your employees.

Ask yourself: Which of you employees are skilled enough to work this Schedule line? What skill ranking did you assign to them?

To initiate, click pointer in SKILL ENTRY BOX or press <ENTER> from the TO ENTRY BOX  Skill levels that where previously entered in the Setup Menu, can be accessed by clicking the pointer on the down arrow and clicking the name of the desired station.


NAME ENTRY BOX - This Weeks Schedule Changes Screen

Located on the right side of This Weeks Schedule Changes Screen, this is an optional entry box.  If there is a particular employee that you prefer to work a given shift, then enter their name in the NAME ENTRY BOX. (i.e. Joe promised Bob that he would try to give Bob front bar on Tuesday night, so he enters his name in the NAME ENTRY BOX)

To initiate, click pointer in NAME ENTRY BOX or press <ENTER> from the SKILL ENTRY BOX.  Names that where previously entered in the Setup Menu, subject to scheduling criteria, can be accessed by clicking the pointer on the down arrow and clicking the name of the desired person.


SEARCH - This Weeks Schedule Changes Screen

Located on the right side of the This Weeks Schedule Changes Screen, this button allows you to search for employees who meet the qualifications you have specified on this line. (i.e. If you have scheduled for an employee to work a position for a certain amount of hours and require a skill level of 3 or less than by clicking the SEARCH BUTTON, esp will display a list of those employees meeting those qualifications)

To initiate, click pointer on the SEARCH BUTTON, esp will pop up a searching display, followed by a list of employees if any are found to meet your qualifications on this line.

SEARCH AVAILABLE EMPLOYEES DIALOG BOX - This Weeks Schedule Changes Screen


SEARCH AVAILABLE EMPLOYEES DIALOG BOX - This Weeks Schedule Changes Screen

The Search Availability Employees Dialog Box displays all those employees who have met the requirements entered on the specified on the line.  Also shown in this dialog box is a telephone button which will automatically dial the employee if your computer has a modem and the telephone number for this employee has been entered in the Permanent Employee Screen. You can select any of the employees displayed in the Dialog box by simply clicking name with your pointer.  By clicking the CANCEL BUTTON located on the bottom, you abandon your search and return to This Weeks Schedule Changes Screen.

TELEPHONE BUTTON - This Weeks Schedule Changes Screen


TELEPHONE BUTTON - This Weeks Schedule Changes Screen

Located on the right side of each name in the Search Available Employees Dialog Box, this button automatically will dial the employees telephone number  when clicked.  Each employees telephone number must be previously entered in the Permanent Employee and Availability Screen, and an installed modem on your computer is necessary.

To initiate, click pointer on the TELEPHONE BUTTON, esp will automatically dial the employees telephone.


BINOCULARS - This Weeks Schedule Changes Screen

Located next to the DOWN ARROW BUTTON for the NAME ENTRY BOX in the This Weeks Schedule Changes Screen, this button determines the range of employees available for selection in THE NAME ENTRY BOX. The BINOCULARS BUTTON is also an optional button since it works in conjunction with the NAME ENTRY BOX. A SEARCH DIALOG BOX appears when you click the BINOCULARS BUTTON.

To initiate, click pointer on the BINOCULARS BUTTON, esp will open the Search Dialog Box

SEARCH DIALOG BOX - This Weeks Schedule Changes Screen


SEARCH DIALOG BOX - This Weeks Schedule Changes Screen

The following search options appear in a dialog box when you click the BINOCULARS BUTTON. There are seven different criteria related to employee availability which can be ignored in an attempt to find an employee to work a given shift.

* Skill level

* Position

* Availability Restrictions

* Maximum Days Per Week

* Maximum Hours Per Day

* Maximum Between Hours

Criteria can be ignored by the least importance until an employee is found. You can have more than one criteria checked. (i.e. if you dont care how much skill level an employee has, you would check of skill level.)

To initiate, click pointer on any of the criteria that you want to ignore. Next click pointer on the SEARCH BUTTON, esp will begin a search and display the names of employees which meet your new requirements. Next, click the name of the employee you wish to fill your schedule. If you decide not to continue with search, then click the CANCEL BUTTON,


LOCK BUTTON - This Weeks Schedule Changes Screen

Located next to the BINOCULAR BUTTON in the This Weeks Schedule Changes Screen, this button determines if an employee you designate in the NAME ENTRY BOX will unconditionally remain in the Schedule line regardless of other schedule needs.  If the LOCK BUTTON is not checked,  then esp may remove the employee in order to complete a schedule.  ( i.e. Jackie is the best and most reliable Chef for the main kitchen.  Joe absolutely only wants her to work on Saturdays, thus you would click the LOCK BUTTON, after selecting her name for that schedule line.)   This is an Optional feature.

To initiate, click pointer on the LOCK BUTTON after you have entered an employee name in the NAME ENTRY BOX


LUNCH ENTRY BOX - This Weeks Schedule Changes Screen

Located on the far right side of the This Weeks Schedule Changes Screen, the LUNCH ENTRY BOX, allows you to enter the amount of time you want the scheduled shift to take for lunch or break. This time which is listed in minutes will be deducted from the overall hours an employee works  when estimating payroll.  The default time is set in the Startup Information Screen and can be changed here if necessary.

To initiate, click pointer on the DOWN ARROW BUTTON, if you need to change the default value. Then click on the number of minutes you want to assign the employee for lunch or break.


DELETE LINE BUTTON - This Weeks Schedule Changes Screen

The DELETE LINE BUTTON found to the left of each line in This Weeks Schedule Changes Screen,  will remove a line that no longer applies.  (i.e. After the party you decide to delete the additional schedule lines you created.)

To initiate, click the schedule line you would like to delete, and then click the  DELETE LINE BUTTON to delete the schedule line now in focus.


ADD LINE BUTTON - This Weeks Schedule Changes Screen

The NEW SCHEDULE LINE BUTTON located on This Weeks  Schedule Changes  Screen,  is used to add schedule lines you require to fill for schedule.

To initiate, Click pointer on the NEW SCHEDULE LINE BUTTON, this will place the focus on the first open POSITION ENTRY BOX. Then click the DOWN ARROW BUTTON and select position. Continue selecting information for each category across This Weeks Schedule Changes Screen.


COPY BUTTON  - This Weeks Schedule Changes Screen.

Located on the bottom of the This Weeks Schedule Changes Screen, this button allows you to copy an entire days schedule to any other day of the week.  When you click the COPY BUTTON a dialog box will appear with checkmark next to days of the week you can select.

To initiate, click pointer on the COPY BUTTON.  When the dialog box appears, click the checkmark box of the days that you would like to copy the schedule focus to.

COPY DIALOG BOX - This Weeks Schedule Changes Screen


COPY DIALOG BOX - This Weeks Schedule Changes Screen

The Copy Dialog box allow you to easily copy the entire days schedule to any other day of the week.

To Initiate, click the checkboxes next to the days which the same schedule applies. Click the OK BUTTON to begin or the CANCEL BUTTON to abort.


REPLACE PERM.  SCHED. BUTTON - This Weeks Sch. Chgs.  Screen

Located on the bottom left side of the screen, the REPLACE PERMANENT SCHEDULE BUTTON, allows you to swap this weeks schedule for your permanent schedule.  Keep in mind all the information in your permanent schedule will be erased and replaced with this week schedule.

To initiate, click the REPLACE PERMANENT SCHEDULE BUTTON, a dialog box will prompt you if your sure you want to continue.


UP ARROW BUTTON - This Weeks Schedule Changes Screen

The UP ARROW BUTTON located at the bottom of This Weeks Schedule Changes Screen is used to scroll up through schedule lines already entered.

To initiate, click pointer on the UP ARROW BUTTON to scroll upwards.


DOWN ARROW BUTTON - This Weeks Schedule Changes Screen

The DOWN ARROW BUTTON located at the bottom of This Weeks Schedule Changes Screen is used to scroll down through schedule lines already entered.

To initiate, click. pointer on the DOWN ARROW BUTTON to scroll downwards.


SEARCH UNFILLED LINE BUTTON - This Weeks Schedule Changes Screen

Located on the bottom right side of the, This Weeks Schedule Changes Screen the SEARCH BUTTON, allows you to find unfilled schedule lines. This is useful in finding positions that  do not have an employee name assigned to yet. When activated, the search process will begin search with the day on the current screen, then continue with the following day.

To initiate, place pointer on the button and click.  The focus will appear on the POSITION ENTRY BOX of the first position without an assigned employee name.


REMOVE ENTIRE SCHEDULE BUTTON - This Weeks Schedule Changes Screen

Located on the bottom right side of the This Weeks Schedule Changes Screen, this button will delete all the schedule you have previously entered for the day and shift shown.  A dialog box will appear after you click the REMOVE ENTIRE SCHEDULE BUTTON, asking you to confirm your deletion.

To initiate, place pointer on the button and click.  A dialog box will appear.  If you want to continue in deleting all schedule lines click the OK BUTTON, or click the CANCEL BUTTON to abort.


SORT BUTTON - This Weeks Schedule Changes Screen

Located on the Permanent Schedule Screen,  the SORT BUTTON,  allows you to automatically sort the information entered.  It is alphanumeric sort based on the name of  the position entered..

To initiate, after you enter all your schedule lines, place pointer on the SORT BUTTON and click. All the schedule lines you previously entered will sorted alphabetically by Position and Station.


How to Enter Temporary Changes in This Week's Schedule Changes

Open the screen  from the Main Menu and click the THIS WEEK'S SCHEDULE CHANGES BUTTON. The current schedule will appear.

Select the day of the week you would like to make the temporary changes to the schedule by clicking the DOWN ARROW BUTTON on the DAY SELECTION BOX located on the Toolbar. Click the day you are scheduling from the pull down menu that appears from the DAY SELECTION BOX..

Select the shift of the day you would like to make the temporary changes to the schedule by clicking the DOWN ARROW BUTTON on the SHIFT SELECTION BOX located on the Toolbar. Click the shift you are scheduling from the pull down menu that appears from the SHIFT SELECTION BOX..

Add a new Schedule line by clicking the NEW SCHEDULE LINE BUTTON located on the Toolbar. This will place the focus on the next available blank Schedule Line.

Change an entry box by clicking the UP OR DOWN ARROW BUTTON located at the bottom of the screen to scroll up or down. Next click the entry box below that  you would like to change.

Position - Click the DOWN ARROW BUTTON in the POSITION entry box. From the pull down menu, click the position you wish to choose.

Station - Click the DOWN ARROW BUTTON in the STATION ENTRY BOX. From the pull down menu, click the station that corresponds to the position previously entered.

From - Click the DOWN ARROW BUTTON in the FROM ENTRY BOX to pull down a menu of times. Click the beginning time for this position.

To - Click the DOWN ARROW BUTTON in the TO ENTRY BOX. From the pull down menu, click the ending time for this position.

Skill - Click the DOWN ARROW BUTTON in the SKILL ENTRY BOX. 	From the pull down menu, click the skill level required for this position.

Name - The NAME ENTRY BOX is optional. If you want to schedule an employee, click the DOWN ARROW BUTTON in the NAME ENTRY BOX to pull down a menu of names. Click the name of the employee to fill this position. You can also increase your selection of employees by clicking the BINOCULARS BUTTON followed by one of the two options given.

Lunch - click the DOWN ARROW BUTTON next to the LUNCH ENTRY BOX to change the default amount.

Exit this screen by clicking the EXIT BUTTON, if you have entered or changed all the time lines.


Reports

Overview - Reports

Function of each Button located in the Reports Menu

Reports Available for print located in the Reports Menu

 How to Print reports


Overview - Reports

The Reports Menu allows you to easily access some of the pre-defined reports supplied with esp.  These reports have been specifically designed to help you with scheduling.

The Reports Menu list all the reports available for printing.  The menu is divided between those reports which relate to This Weeks Information, and those pertaining to Permanent Information.  In addition there is a section for a pre-designed blank form, and a report for vacation time.  The toolbar on the top of the menu has four buttons, the EXIT, the PRINT, the PRINT SETUP, and the HELP BUTTON.

To initiate, click pointer device on the radio button next to the report names you wish to print. Your report selections will remain in memory until you deactivate these selections by clicking the radio button again.


Function of each Button located in the Reports Menu

EXIT BUTTON - Reports Menu

PRINT BUTTON - Reports Menu

PRINT SETUP BUTTON- Reports Menu

HELP - Reports Menu


EXIT BUTTON - Reports Menu

Located on the top left side of the Toolbar in the Reports Menu, the EXIT BUTTON escapes the Reports Menu to the previous screen. The small horizontal line in the upper left hand corner accomplishes the same function as the EXIT BUTTON.

To initiate, place pointer on the EXIT BUTTON and click.


PRINT BUTTON - Reports Menu

Located on the top center of the Toolbar in the Reports Menu, the PRINT BUTTON, begins printing the reports you have selected.

To initiate, place pointer on the PRINT BUTTON and click.


PRINT SETUP BUTTON- Reports Menu

Located on the top center of the Toolbar in the Reports Menu, the PRINT SETUP BUTTON, allows you to configure and install your printer. (See your Microsoft  Windows manual for more information on Print Setup).

To initiate, place pointer on the PRINT SETUP BUTTON and click.


HELP - Reports Menu

Located on the Toolbar, this button offers specific help with any area, button or entry box on the current screen.

To initiate,  place pointer on the HELP BUTTON and click.  With the pointer now converted into a question mark with pointer, click on the area, button or entry box you would like more information.


Reports Available for print located in the Reports Menu

SCHEDULE HANDOUT REPORT (THIS WEEKS)

SCHEDULE BY WEEK REPORT  (THIS WEEKS)

SCHEDULE BY DAY REPORT  (THIS WEEKS)

AVAILABILITY RESTRICTION REPORT  (THIS WEEKS)

SETUP POSITION AND STATION REPORT (PERMANENT)

SETUP SCHEDULE BY WEEK REPORT  (PERMANENT)

SETUP SCHEDULE BY DAY REPORT (PERMANENT)

SETUP EMPLOYEE AND AVAILABILITY REPORT (PERMANENT)

AVAILABILITY FORM

VACATION REPORT


SCHEDULE HANDOUT REPORT (THIS WEEKS)

This is the employee handout Schedule. Its a report that is given to each employee showing the days, times and location they are scheduled to work for the given week. If a position has not been filed, the word (none) will appear instead of a name.


SCHEDULE BY WEEK REPORT  (THIS WEEKS)

This is the current schedule for a given week. It reflects the most updated schedule in a grid form, listing all the positions, stations, times and name of employee assigned to a position.


SCHEDULE BY DAY REPORT  (THIS WEEKS)

This is the current schedule listed by line items for a given day. It reflects the most updated schedule, listing all the positions, stations, times and name of employee assigned to a position.


AVAILABILITY RESTRICTION REPORT  (THIS WEEKS)

This report shows the most recent Availability Restrictions changes you have entered in the This Weeks Availability Changes Screen and changes initially made in the Permanent Employee and Availability Screen. It shows the times and days each employee is not available to work.


SETUP POSITION AND STATION REPORT (PERMANENT)

This report shows all the positions with corresponding stations names entered in the Permanent Positions and Stations Screen.


SETUP SCHEDULE BY WEEK REPORT  (PERMANENT)

This report displays all the initial information entered in the Permanent Schedule Screen. The report displays the employee requirements your business has for each week and shift of the week


SETUP SCHEDULE BY DAY REPORT (PERMANENT)

This report displays all the initial information entered in the Permanent Schedule Screen. The report displays the positions, stations and times assigned to each employee for each day and shift.


SETUP EMPLOYEE AND AVAILABILITY REPORT (PERMANENT)

The purpose of the employee list report is to list all the information (except for address and notes) for each employee and their availability restrictions.


AVAILABILITY FORM

This is a blank form that can be used as a guide to collect the information necessary to setup esp. It is designed to be initially completed by each employee.  This information can be used as a guide when entering information in the Permanent Employee and Availability Screen. It is also be handy for employees to use if they need any changes to their weekly schedule.


VACATION REPORT

The vacation report shows all the employees who have requested vacation time.  It is sorted by the position name on the left, followed by the date range and the employee name.


How to Print reports

Open screen by clicking pointer on the REPORTS BUTTON located on any screen. The Reports Dialog box will now be displayed.

Select reports by clicking the pointer on the name of the report you wish to print. Notice the report name becomes focused and the box on left is checked when report name is clicked. If you have previously selected a report from another screen, then the report will already show as being selected.

Print reports. Once you have selected all the reports you wish to print, click pointer on the PRINT BUTTON located on the top right of the print dialog box to print.

If you change your mind and decide not to print a report simply click the pointer on the name of  the report and the X will disappear. You can also cancel the entire print job by clicking the CANCEL BUTTON.


green
esp will automatically show information pertaining the word highlighted in green.


TIP
Keep in mind that information which you enter in the first two parts (The Startup Information Screen and in the Positions and Stations Screen) will be accessible for selection in the last two parts (Permanent Employee and Availability Screen and the Permanent Schedule Screen) as well as other screens in this program.  Therefore, it is highly recommended that you complete each section in the sequential order shown above


EXAMPLE
Joes Bar and Grill opens at noon for business and employees begin to arrive for work at 10:00 AM. and stop coming in at 12:00 PM for his first shift.  Joe generally schedules employees every half hour thus, he would enter:  10:00 AM;   10:30 AM;  11:00 AM;  11:30 AM   The first shift leaves between 7 and 9 thus he would enter:  7:00 PM;    7:30 PM;     8:00 PM;     8:30 PM;   9:00 PM


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


EXAMPLE
Joes Bar and Grill opens at noon for business and employees begin to arrive for work at 10:00 AM. and stop coming in at 12:00 PM for his first shift.  Joe generally schedules employees every half hour thus, he would enter:  10:00 AM;   10:30 AM;  11:00 AM;  11:30 AM   The first shift leaves between 7 and 9 thus he would enter:  7:00 PM;    7:30 PM;     8:00 PM;     8:30 PM;   9:00 PM


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


default
The default value equals the value that will appear in the entry box automatically when referenced again in any other screen.


EXAMPLE
Joes Bar and Grill opens at noon for business and employees begin to arrive for work at 10:00 AM. and stop coming in at 12:00 PM for his first shift.  Joe generally schedules employees every half hour thus, he would enter:  10:00 AM;   10:30 AM;  11:00 AM;  11:30 AM   The first shift leaves between 7 and 9 thus he would enter:  7:00 PM;    7:30 PM;     8:00 PM;     8:30 PM;   9:00 PM


TIP
Since all the times entered may be later accessed by a pull down menu, it is recommended that you limit your times to about  10. This way it will not be necessary to scroll indefinitely through the pull down times menu to select a time


TIP
Esp will automatically save information after it is entered.


TIP
Please note, if you change a position name, it will automatically change this name with the new position name throughout the program


TIP
The name of the employee displayed in the FIND EMPLOYEE BOX on the Toolbar will always coincide with the employee name in the EMPLOYEE NAME ENTRY BOX  in the Personal Display Window. An employee name needs to be entered in the EMPLOYEE NAME ENTRY BOX first, before it can appear in the selection of employees in the FIND EMPLOYEE BOX.


TIP
Note, if you have an employee that qualifies for more than one position, enter the most  qualified position first, followed by each subsequent position. It is important to list positions in sequential order of importance, since esp will also search for candidates in this order.


TIP
Note, if you try to enter a time after selecting OFF, a dialog box will appear, advising you of your error. If you plan to enter another employee, then place pointer on the NEW EMPLOYEE BUTTON on the Toolbar to place focus on the first NAME ENTRY BOX. If this is your last employee you would like to enter, then place pointer on the EXIT BUTTON on the Toolbar and click.


TIP
The Binocular feature is useful when you can not find an employee to manually fill a position, with the availability parameters for your employees. Your first scheduling attempt should usually be accomplished without using the BINOCULARS.  If you do not succeed, in locating an employee, then you have the option of over-riding some or all of the scheduling criteria.