Connectivity test

Purpose: This document provides instructions for logging in to Unifocus  software.

Audience: This document is for IT personnel and others who are responsible for ensuring connectivity of Unifocus Workforce Management software.

1. Opening the software and logging in

To open the software and log in:

1. Open a web browser.

2. In the address bar, type "https://portal.unifocus.com".

3. Press Enter.
   The software loads.

4. Enter the Login ID and Password that your Unifocus representative has given you.

5. Press Login.
   The software opens in a window.
   

2. Testing screens and tasks

Make sure that the following screens open and tasks run:

• Review Pay Period

• Scheduling

• Labor Dashboard

• Reports

• Generate Schedules

Review Pay Period

Ensure that the Review Pay Period screen opens.

To open the Review Pay Period screen:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select T&A > Review Pay Period.
   The Review Pay Period screen appears.

If the screen does not appear, contact your Unifocus representative. 

Scheduling

Ensure that the Employee Schedules screen opens and that schedules are loading correctly.

To open the Scheduling screen:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Labor > Scheduling.
   The Employee Schedules screen appears.

   Note: When you first access the Employee Schedules screen, you must select jobs for which to display scheduling information.

If the screen does not appear or the schedules do not load, contact your Unifocus representative.

Labor Dashboard

Ensure that the Labor Dashboard opens.

To open the Labor Dashboard:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Analytics > Labor Dashboard.
   The Labor Dashboard menu expands.

3. Select one of the Labor Dashboard screens:

   • At a Glance

   • Issues and Opportunities

   • Metrics and Reports

   • Trends

   • Property Ranking

   • Last Week Next Week

   • Best Available Data

The selected Labor Dashboard screen opens to the Setting dialog box.
For more information, see Settings dialog box for the Labor Dashboard.

If the screen does not appear, contact your Unifocus representative.

Reports

Ensure that you can run reports. For testing purposes, you can run any report. The instructions below are for the Weekly Schedule report.

To run the Weekly Schedule report:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Reports > Reporter.
   The Reporter screen appears.

3. Open the Weekly Schedule report. If necessary, you can search by report names or filter by tags to find the report.
   The report configuration screen opens in a separate tab.

4. In the Parameter Sets section, select the parameter set to generate for the report.

5. Hover over the Generate Report button and select an option from the drop-down list.
   The report should appear.

If the screen does not appear or the report does not run, contact your Unifocus representative.

Generate Schedules

Ensure that you can run Generate Schedules in the Planning screen.

To run Generate Schedules:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Labor> Planning.
   The Planning screen appears.

3. Find and run the Generate Schedule task in the Planning menu.

   Click here for information on working with each view of the Planning menu:

   If you are using Quick View:

   1. Find the task to update or run by moving through the task sub-screens:

      • Select previous or next task buttons.
        
        or

      • Select the dashed lines of the screen selector.
        

   2. When you get to the task, do one of the following:

      • To start or run the task for the first time, select Start.
        The selected task opens in either separate tab or in a pane, depending on the task.

      • To update the task (if it has already been started), select Update.

   If you are using List View:

   1. Find the task to update, run, or mark complete by scrolling down the screen.

   2. When you get to the task, hover the mouse pointer over the status label.
      A drop-down list appears.
      
      

   3. From the drop-down list, select one of the following:

      • To start or run the task for the first time, select Start.
        The selected task opens in either separate tab or in a pane, depending on the task.

      • To update the task (if it has already been started), select Update.
        The selected task opens in either separate tab or in a pane, depending on the task.

   The Generate Schedules dialog box opens.

4. Complete the fields as necessary.

   Click here for field descriptions.

   

   Fields on the Generate Schedules dialog box

   Field	Description	Notes
   Employee Type	Specifies the type of schedules to generate. Options include: Pre-schedules—Employees with pre-schedules entered. Permanent—Employees with permanent schedules. Regular—Employees with regular schedules. Variable—Employees with variable schedules.	Default: All options selected. You can select one or multiple options.
   Start Date	Start date of the time frame for which to generate schedules. This date is the first day of the current planning period and cannot be changed.	Read-only.
   End Date	End date of the time frame for which to generate schedules.	Default: Last day of the current planning period.
   Select jobs section	Jobs to include in the schedule. If necessary, use the following controls to find shifts: Select All (  )—Selects the check boxes for all organization levels in the tree menu. Deselect All ( )—Clears the check boxes for all organization levels in the tree menu. Expand All ( )—Expands the tree menu to display all organization levels. Collapse All ( )—Collapses the tree menu to display only top organization levels. Search ( )—Search field for entering the name of job or organization level, and tree menu updates to match your entry.	You can select one or multiple options.
   Clear Schedule	On ( )—Schedules for the selected jobs are be cleared for the chosen date range before schedules are populated. Off ( )—Only existing unscheduled planned shifts are scheduled.	Default: On—schedules will be cleared.
   Rotate Days Off	On ( )—For jobs with day-off rotation plans configured, plans will be used as part of the autoschedule routine. Off ( )—No day-off rotation plans will be used.	Default: Off.
   Generate	Generates the schedule and closes the dialog box.	This button becomes available for selection only after you have selected jobs.

5. Select Generate.
   The auto-schedule is generated.
   When the process is complete, a message appears with a link to retrieve the file. If the file is a “zipped” (compressed) folder, you will need to unzip the folder to extract the individual files before moving them to their destination folder. You can also retrieve the file from the My Processes screen. For more information, see My Processes.  

If the screen does not appear or Export Schedules does not run, contact your Unifocus representative.