Last modified by: Inclusion Support -

Sign Off Sheets

 

Contents:

How Do I Print a Sign Off Sheet

How Do I Change the Settings and Look of The Sign Off Sheets?

How Do I Enable Sign Off Sheet Printing?

 

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How Do I Print a Sign Off Sheet

To print a sign off sheet they must be enabled by your organization's administrator. To learn how to enable Sign Off Sheets click here.

1. From the schedule screen of the schedule you wish to print click the Print button at the top of the screen. 

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2. Click the tab titled Sign Off Sheet. If you don't see the tab it is because Sign off Sheets are not enabled for your organization. Click here to learn more. 

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3. Choose the period of the sign off sheet you wish to print and choose whether you'd like to see Vacant Shifts. Press Submit to reload the Sign up Sheet. To learn how to change the way shifts are ordered click here.

 

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4. Once reloaded click Export to PDF. Most browsers* will then open the sign off sheet in another tab. Click on the print button in the bottom right corner to print.  

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*Some browsers will also automatically download the sign off sheet. You can then print the sign off sheet from your PDF viewer. 

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How Do I Change the Settings and Look of The Sign Off Sheets?

To follow this tutorial you must be a system administrator for your organization. Please call the Includables at 1-800-335-0039 ext. 580 or email us at includables@ibexpayroll.ca for more information.

1. Click on your organization's name from the drop down tab in the top right corner of the screen and then click "Organization Details".

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2. Click on the tab titled Scheduling.

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3. Scroll to the bottom of the page. You will see a set of options under the subtitle Sign Off Sheet Preferences.

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Enable Sign Off Sheet - Choose whether or not to allow Schedule Managers to print sign off sheets. 

Name - Rename Sign Off Sheets for your organization.

Print Preferences - Change the way the shifts are organized and ordered on the Sign Off Sheets, whether that is by employee, department or both. 

 

4. Once you are happy with the settings click Save. 

 

 

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How Do I Enable Sign Off Sheet Printing?

To follow this tutorial you must be a system administrator for your organization. Please call the includables at 1-800-335-0039 ext. 580 or email us at includables@ibexherd.com for more information.

1. Click on your organization's name in the top left corner of the screen and then click  "Organization Details".

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2. Click on the tab titled Scheduling.

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3. Scroll to the bottom of the page. Click the checkbox titled Enable Sign Off Sheet and then click Save. 

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