PeopleMatter: Schedule: FAQs

Why don’t I see an Employee under a job position drop down?​
When creating schedules, you will only see Team Members who are assigned to the job position you are using.  If the Team Member does not appear under the job position, you will need to update the Team Member's record to add the position. 

What does the Clock icon mean?
When creating schedules, you will see a clock icon for Team Members with time off requests. The Clock icon displays in Green or Yellow. You can click on the Clock to see the details for each Team Member's time off request.

• Green - Team Member's time off request is APPROVED. 
• Yellow - Team Member's time off request is PENDING.

A time off request that has been DECLINED will not appear on the schedule. Managers have to ability to use the Copy Schedule feature to copy a schedule over from a previous week. The Clock icon allows Managers to easily see what time off requests may impact the schedule. Managers have the option to schedule an employee, regardless of time off requests.

What does the Calendar icon mean?​
When creating schedules, you will see a calendar icon for each day for each Team Member. The Calendar icon is used to denote availability, and displays in Green, Yellow, or Red. You can click on the Calendar to see the details for each Team Member's shift.

• Green - Team Member is available ALL DAY; there are no schedule conflicts. 
• Yellow - Team Member has LIMITED AVAILABILITY; there are schedule conflicts.
• Red - Team Member is UNAVAILABLE; there are schedule conflicts.

Managers have the option to override availability, if applicable.

Do all employees for my locations get a notification when I edit/publish the schedule?
Yes. Team Members will be notified of the schedule when you publish a schedule that impacts the individual based on departments, areas, or jobs. If you edit a schedule and re-publish the edited version, only those Team Members impacted by the changes will be notified.

Will I be warned if I put someone on the schedule when they are not available to work?
Yes.  You will be warned if you violate a Team Member's availability.  You have two options:

• You can use the violation warning to update the individual's schedule based on availability.
• You can override the warning and schedule the individual anyway.

Will I be notified if an Employee will be pushed into overtime when I approve them for a shift offer?​
Yes. You will receive a warning if the shift offer approval will push the Team Member over the Overtime or Affordable Care Act thresholds set for your organization. Warnings appear in red, as shown here:

Can I export the schedule to Excel or another program?
Currently, there is no export functionality. The schedule can be printed in its PDF format.

Will costs appear on a printed or published schedule?
When creating schedules, you will see a calendar icon for each day for each Team Member. The Calendar icon is used to denote availability, and displays in Green, Yellow, or Red. You can click on the Calendar to see the details for each Team Member's shift.

Can an Administrator or Manager enter a Time Off Request on the behalf of an employee?
No. The Team Member must submit the Time Off Request in one of the following ways:

• By logging into PeopleMatter on the web
• By logging into the PeopleMatter Mobile App

All Time Off Requests must be approved by a Manager.

Can I see Hours worked by an Employee?
You can review the Shift Actuals report: Scheduled hours for Employees versus the actual hours that they worked. Navigate to Reporting > Search for 'Shift Actuals' and input the Begin/End Date, as well as Jobs and Locations to review. *Shift Actuals are only calculated if importing Scheduled hours from a third party system. This requires an additional Integration and can be requested through your Account Executive.