Smart Square User Guide

Intro to Smart Square and other videos for Staff Members

Staff member feature videos below or be guided through all videos in this eLearning module: Staff Member Smart Square Training

Note: If your organization has assigned you a module within your Learning Management System (LMS), be sure to watch from there to confirm completion with your organization, if needed.

Intro to Smart Square Menu, My Calendar, Notifications (4 min)

Submitting Schedule Requests (8 min)

Self-Scheduling (7 min)

Selecting Open Shifts (5 min)

Opting In to Rapid Shift Recruit (3 min)

Editing Schedule Features - Videos for Elevated Users

Managers or schedulers responsible for maintaining entire department schedules

Account Profile (8 min)

Cyclic Setup 10 min.mp4

Cyclic Setup (10 min)

Balancer Overview

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Scheduler - Navigation (8 minutes)

Scheduler - Editing Shifts (12 min)

Predictive Model Overview (3 min)

Sending Messages (2 min)

Processing Schedule Requests (8 min)

Daily Assignment Tool (7 min)

Scheduled Staff Hours Report (6 min)

Printable Schedule (3 min)

Staffing Analysis (8 min)

Schedule Dashboard (5 min)

Financial Dashboard (7 min)

Variance Dashboard (5 min)

Understanding the Predictive Model (6 min)

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Deployment Plan

Deployment Plan (7.5 min)

Classic Scheduling Features

Classic scheduling feature videos

Classic Cyclic Setup (7 min)

Classic Unit Scheduler (8 min)

Classic Account Profile (4 min)

Tip Sheets

You will find tip sheets throughout Smart Square on the right hand side of a page of any chapter.

Tip sheets are in PDF form to download and print, too. When you see a tip sheet, click on it to open the file.

All information is the property of Avantas and to be used only by users within an organization that has contracted use of Smart Square.