Ready to dive into Schedule Xpress and grasp its features? You're in the right place!

This article will guide you through each feature, helping you understand how they can benefit you and your company.

This article will cover the following features in Schedule Xpress:

The Schedule

Employee requests

Reports

Messages (Chat feature)

Notifications

Manage people

Manage sites

Manage services

Settings

Switching between Celayix apps

My Account

Date range

Layout filters

Save, Undo, Redo, Refresh

Schedule Tools

Shift Tools

The Schedule is the most critical component of the entire database. This module is the primary reason you choose to integrate this system into your daily workforce management.

It can be formatted any way you like through modifying your schedule layouts.

The Requests tab houses all employee requests, including:

The majority of these will be time off requests, such as vacation or sick leave. You can also allow shift drop requests.

You can define the types of time off requests in under Branch defaults > Time off. This section allows you to specify time off categories like vacation or sick leave.

The Reports section currently focuses solely on Audit Schedule Changes. You can learn more about this in our Shift Change Audit Report article.

This report provides valuable insights into which employee or user account created, updated, or deleted a shift.

The majority of reports are still exported in eTime Xpress. You can find out more about Collating Reports in eTime Xpress.

Please be aware that we're anticipating that reports will become available in Schedule Xpress in the near future. However, just like the Export feature in your Schedule module, Time Processing has pre-defined layout filters which can be exported to produce reports.

Messages offers an ideal feature for users to communicate with anyone in the company's workforce. It has a substantial capacity to store recent chats, making it easy to revisit ongoing conversations.

You can find out more in our Messaging employees article.

Note: You'll need to contact support to enable Messages.

Clicking the Messages icon will display your contact list. Simply click on a name to start a chat.

The Notifications feature keeps users informed of any alerts or requests that require their attention.

You can find out more in our Notifications in Schedule Xpress article.

You can customize your notifications with filters, ensuring you only receive the ones you want.

You can select which type of notifications you receive by selecting specific filters.

You can also customize your Notifications settings in Settings > Branch features > Notifications. This includes:

The Manage people module is the central hub for overseeing your entire workforce. It includes functions such as activating new employee accounts, archiving old ones, and updating details for any employees in the database.

Additionally, this module is used to manage users who are responsible for operating Schedule Xpress.

Efficient management of this module is crucial to ensure that the data used for scheduling is reliable. It is divided into two sections: Employees and Administration (Users).

The Manage sites module allows users to oversee the company's customers and sites within the schedule.

For more information, check out our article on Creating a Customer and Site in Schedule Xpress. This resource will also assist you in managing your existing customers and sites.

The Manage services module enables users to create a list of services offered by their company. This could include roles such as a chef at a restaurant or an armed guard at an event.

These services can be assigned to shifts, with qualifications applied to validate that employees are qualified to work in those roles. This ensures that only employees with the necessary qualifications are considered, helping users identify the most suitable candidate for each shift.

The Settings module is used to configure the operations and features of the entire database.

Access to this module is determined by the user account's access level. Only Full Admin users (not Managers) can adjust the Settings, which safeguards the database configuration from inadvertent changes.

The Settings module is divided into the following sections:

Celayix Apps allows users to switch seamlessly between Schedule Xpress and Time Xpress.

If you're in Schedule Xpress and choose to switch to Time Xpress, it will open as a new tab in your browser.

This section allows you to make changes to the settings of your profile. The letters on the icon represent the initials of your account's first and last names.

This module includes the following features:

You can adjust the date range parameters to display the specific date range you want in your schedule.

You can choose to view it by:

A layout refers to a particular format for displaying shifts in your Schedule module.

Layouts can be organized by employee, customer, site or service.

You have the option to create a new layout filter or clone an existing one. This allows you to customize the filter to view your schedule exactly as you prefer.

To do this, click the gear icon next to the current filter, which will direct you to the Layout Manager.

For more information on how to set up your preferred layout filter, please refer to our Layout Manager article.

The Save, Undo, Redo, and Refresh options are essential when updating your schedule.

From left to right:

Note: These options will be grayed out if no updates are required for the respective feature.

Schedule Tools is a crucial component of your scheduling process. This tool enables a variety of updates to your schedule:

Shift Tools offers direct control over the shifts in your schedule. See the options below:

If you require more information on Schedule Xpress, please Contact Support now!