Setting Up the Monthly View Screen

To fully use the Monthly View screen, there are several items that need to be set up. Some of the following items are optional, or contain optional steps, depending on the features that your organization uses.

• Assign Authorization Roles
• Set Indicators
  • Activity Code Indicators
  • Organization Unit Indicators
  • Profile Indicators
  • Application Indicator and Parameter
• Create Selection Styles
• Create Schedule Partners
• Set Profile Qualifications
• Update Staffing Configurations

For documentation related to features found on the Monthly View screen, see the following guides located on the Client Connections website and under Feature Set Up Instructions in the online help.

• Current Staffing Overview Guide - for Schedule Partners and Profile Qualifications information
• Schedule Incentive Configuration Guide
• Schedule Incentive Employee Guide