epicor Support

Table of Contents/Checklist
Initial Setup Steps
Schedule Management

Add a Calendar Event
1. Click on the Announcement button from the sidebar on the Manage Schedule screen.
2. Fill out the form

1. Setting Up PTO Accrual Templates
Templates can be set up to automatically apply PTO to employees. They can be found under PTO Accrual Templates, listed under the Company Settings.
To add a new template click on the Add Template button at the top right of the templates screen....

Daily and Weekly alerts can be set up which will send notification emails based on the information in Scheduling +.
Currently, there are 9 alert types in the system:
Max Working Hours – Receive an alert when an employee is about to reach their work limit for the pay period. By default this is 40, but can be customized to fit into part time requirements....