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Chapter 3 - Configuring
Staffinder Settings
| Setting
Basic Preferences |
There are only a few settings that can be
made to customize Staffinder Web for each individual. You
access these setting via the Preferences menu button on the
navigation bar.
User Preferences are broken down into
three
(3) screens, they are detailed below:
General:
The General tab contains the following options...
- Names: This allows you to specify how you like
to view the names in the various areas of Staffinder.
Your choices are by first and last name or by last then first
name:
- Theme: There are several different color
schemes you can choose from to customize the appearance of
Staffinder.
- Password: This is where you go
to change your password. You must enter your password
twice to verify.
- Browser Setting: This will cause the browser columns
to auto size and fit everything on the screen. Disable
this feature to cause the browser to show horizontal scrollbars.
- Refresh: This setting will determine when Staffinder
checks for new messages and also how often to auto refresh the
browser.
Click the Save button to save your settings.
Figure 3.1
My Group:
My group is a custom view of individuals you frequently
need to track the whereabouts.
In large organizations you may only want to see people who are in
your department or area. With this view you can individually
select who is in this group to simplify finding people you need.
To add a person to the group you
highlight the name in the available list and click the right arrow
button. To add all the names just click the right double
arrow button. To remove a person from the group you select the
name in the Selected list and click the Left arrow button.
To remove all the names click the Left double arrow button.
You may also double-click the name directly in each list to move it
to the other side.
Figure 3.2
Security:
Staffinder contains security settings that allow each employee to
manipulate which employees, if any, can change their In/Out status
or set their Do Not Disturb flag. Below are the various
settings that Staffinder will allow.
Security
Disabled: Click this option if you want to allow any
employee to change your status from their desks.
Security Enabled:
By selecting this option, you make the choices below it
available.
Employees
cannot change my status: Select this option if you
would like no other employees to be able to change your status
from their desk.
Receptionists
can change my status: This allows persons with
Receptionist status to change your status from their desk.
My manager can
change my status: This allows the person assigned as
your manager to change your status from their desk.
Employees in
my department can change my status: This allows all
employees in your department to change your status
Custom
Security: Clicking the Settings button allows the
user to specify other employees who need the ability to change
their In/Out status. The following screen (Figure 3.3)
is used to selected the individual employee(s).
Figure 3.3
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Personal Scheduler Security |
Staffinder will allow you to share you schedule amongst other
individuals and even give them edit ability. To allow someone
to view your schedule move them from the list on the left to the
list on the right.
Personal Scheduler Time Increment:
This setting determines the time increments that are allowed in your
personal scheduler.
Allow Overlapping Schedules:
This setting determines if overlapping events are allowed.
Security
Disabled: Click this option if you want to allow all
employee access to view and make changes to your schedule.
Security Enabled:
By selecting this option, you make the individual selections.
Figure 3.4
This screen allows you to
keep your basic information up to date. You can change this
information at any time.
Figure 3.5
This screen allows you to setup email
notifications for individuals so you will receive an email whenever
they change their status.
Email Address: This is the
email address where the notification will be sent. If you wish
to have an email sent to multiple addresses you need to separate
them with a colon ";".
Employee List: Simply
put a checkmark next to the individuals who you would like to be
notified. This is permanent and you will continue to be
notified until you clear the checkmark.
Figure 3.6
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