Your Additional employee settings allow you to choose parameters to define how far into the future that your employees can see their schedule, submit Availability records and submit Time off records.

In this article, we'll look into the following on Additional employee settings in Schedule Xpress:

Finding your Additional employee settings

Your Additional employee settings

Your Additional employee settings can be located in Schedule Xpress, under Settings > Security.

The Additional employee settings is broken down into 3 different sections:

Let's look at what each of these means.

You can choose Full access or View only access for Additional employee settings inside of a Users' Feature access group.

If their current level of access needs to be adjusted, then you can click the pencil at the end of each row. Be mindful that if they share a group with other Users, this will also impact them.

The Employee Schedule settings is the same as your Publish schedule was. You will now visit this section to set parameters on how far into the future you would like your employees to see shifts in their schedule.

Let's look into the three options.

If the User selects this option, employees will instantly see all of their shifts for all dates within their Team Xpress app.

This option allows the User to choose a date to which employees can see shifts. If they're scheduled beyond this date, they will NOT see the shifts in their Team Xpress app unless this date is changed.

This option allows the User to choose a specific amount of days after the current date to which employees can view shifts in their Team Xpress app. For example, if you set this to 7, they will only be able to see shifts within 7 days after the current date, irrespective of whether shifts are in the scheduled beyond that date or not.

The Employee Availability settings allow you to choose From and Up to parameters for when employees can create and modify Availability.

Let's look into the From date options.

All dates on or after current date means that employees can select the From date as the current date and any date beyond.

On or after 'x' date means that employees can select the From date on or after the selected date (example shows 06/25/2023). Any date before this date CAN NOT be selected.

On or 'x days after the current date means that employees can select the From date as the current date, or 'x' days (example shows 7) after current date. Any date beyond 7 days CAN NOT be selected.

Let's look into the Up to date options.

If All future dates is selected then the employees can select up to any date in the future to create or modify Availability records.

If you choose to check mark the box prior to End date can be set to 'Never', then employees can set a recurrence pattern/continuous duration in which their Availability will continue.

On or before 'x' date means that employees can select the Up to date on or before the selected date (example shows 06/25/2023). Any date beyond this date CAN NOT be selected.

On or 'x days after the current date means that employees can select the Up to date as the current date, or 'x' days (example shows 7) after current date. Any date beyond 7 days CAN NOT be selected.

The Employee Time off settings allows you to define:

You can set a parameter to cancel an approved time off request prior to it taking place.

For example, if you chose 48 hours, the employees could cancel the time off request up to 48 hours before. Anytime within 48 hours will NOT allow the employees to cancel the time off request.

Employees can create and modify their time off records using From and Up to dates.

Let's look at From dates for Time off requests.

If All dates is selected, the employees will be able to select any future date to create or modify time off requests.

On or after 'x' date means that employees can select the From date on or after the selected date (example shows 06/30/2023). Any date before this date CAN NOT be selected or modified.

You can choose 'x' days before/after or after the current date (example if 7 days) as a parameter for when employees can create or modify Time off records.

You can use the dropdown to choose before or after.

Let's look at Up to dates for Time off requests.

If All dates is selected, the employees will be able to select any future date.

On or before 'x' date means that employees can select the Up to date on or after the selected date (example shows 06/30/2023). Any date after this date CAN NOT be selected or modified.

You can choose 'x' days before/after or after the current date (example if 7 days) as a parameter for when employees can create or modify Time off records.

You can use the dropdown to choose before or after.

Time off requests blocked allows admins to prevent employees from requesting time off on certain dates.

You can use this feature to add any dates you want to block your employees from being able to request time off for. If they do attempt to request time off for a blocked date, they will receive an error message in their Team Xpress app.

If a day in your schedule is blocked for time off requests, it will also be shown in the Schedule info widget.

The employee will receive the following error if they attempt to book time off on a blocked date.

If you have any questions your Additional employee settings, please Contact Support now!