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Build Schedule
Contracts
Create a New Contract
In Momentum, Contracts define which days and how many hours every person is supposed to work, as well as what should be done in case of prime days (holidays).
Edit Existing Contract
In Momentum, Contracts define which days and how many hours every person is supposed to work, as well as what should be done in case of prime days (holidays).
Updating Contract in Staff Page
Use these instructions to update contacts for staff. No user can have multiple overlapping contract dates.
Edit Schedules
Add a Note to Assignment
Add a Note to Assignment
Add Time Off Assignment to Schedule
Time off assignments can be added directly to schedule.
Advanced Troubleshooting Assignments
View log file to see list of rules that affected the building of an assignment. Go to Scheduling > Edit Schedule > Date View (or Month View) Click on the assignment and open the assignment pop-up. C
Bulk Assignment Changes
Go to Scheduling > Edit Schedule > List View Set Start and End date using calendar. Click on Display Filter. Filter the roles needing modification. Click in the open box to the left of all assignments
Bulk Assignment Deletions
Go to Scheduling > Edit Schedule > List View Set Start and End date using calendar. Click on Display Filter. Filter the roles needing modification. Click in the open box to the left of all assignments
Copy an Assignment
Assignments can be copied in date and month view. Go to Scheduling > Edit Schedule > Date View (or Month View) Hover the mouse over the assignment needing copied. Left click and drag and drop the assi
Create a New Assignment
Go to Scheduling > Edit Schedule > Date View (or Month View) Click on the green plus sign on the date required. Choose either Work Assignment or Non-Work Assignment. Click on drop down arrow under As
Delete Assignment
Go to Scheduling > Edit Schedule > Date View (or Month View) Right click on the assignment. Click on Delete Assignment.
Edit an Assignment Using Assignment Pop-up
Go to Scheduling > Edit Schedule > Date View (or Month View) Click on the assignment and open the assignment pop-up. Edit as needed. Click on Save.
Edit an Assignment using Right Click Menu
Go to Scheduling > Edit Schedule > Date View (or Month View) Right click on the assignment Hover over Replace With. Menu options include: Today Only, Date Range, and For the Week. To change one day,
Empty or Delete an Assignment
Go to Scheduling > Edit Schedule > Date View (or Month View) Right click on assignment then click on Delete Assignment. To remove a staff member from an assignment and show as unfilled on the schedul
How to Lock Assignments
Locking assignments are only required if assignments should remain unchanged when the layer in which it resides when built. There are several ways to lock an assignment. Assignments may be locked in groups or individually.
Summary of Changes - History Log
Go to Scheduling > Edit Schedule > Date View (or Month View) Click on the assignment and open the assignment pop-up. Click on History Log tab. The history log lists all manual updates to an assignmen
Swap assignments directly in the schedule
Swap two assignments directly in the Momentum schedule as an administrator. Review the change and distinguish it from approving a staff request.
Validation of Schedule
There are several ways to check that manual changes are not violating rules in the schedule. Validate entire schedule at one time: Go to Scheduling > Edit Schedule > Date View (or Month View) Click
Fiscal Periods
Create New Fiscal Period
The fiscal periods give a way to define the pay periods in Momentum. It will then be possible to generate reports over every period.
Reconcile Fiscal Period
Reconciling a period will consolidate the performed extra hours, either by using clocking events, or by using scheduled assignments according to system configuration.
Notifications
Published Schedules
Reporting
Assignment Equity Report
Go to Reports > Assignment reports > Assignment equity. This report provides a mean to check that equity objectives are reached for each staff member on a role by role basis. Note that this report req
Assignment Summary Reporting
Go to Reports > Assignment reports > Assignment summary. This report provides for roles or group of roles the number of assignments, points, hours and cost over a date range. Use the filter Calculati
Hours Count Report
The Hours Count report displays worked hourly roles, time off roles, and clocking against hourly contract terms set in the staff contracts. Note: this report may load a lot of data, depending on fil
Time Off Summary Report
Time Off Summary – provides details regarding time off allocations and usage
Types of Reporting
Momentum reports can be found under the main Report menu. They are divided into Assignment Reports, Time and Attendance Reports, and Audit Reports. All reports can be exported. Assignment reports are
Requests
Approve or reject swap requests
Review swap, give and take requests in Momentum on the web. Check the schedule and warnings, record a decision and handle conflicting requests.
Can't see swaps or the job board? What to check
Find what to check when swaps, job board posts or approval buttons are missing in Momentum. Guidance for staff and administrators on phone and web.
Choose who gets a job board assignment
Review job board applications in Momentum. Choose who receives the assignment and check what happens to the other applications after approval.
Set up swaps and the job board
Configure Momentum access for swaps and the job board. Check security groups, eligible roles, candidacies, published schedules and notifications.
Using Manage Requests Page to Add/Edit/Approve/Delete Bulk Requests
Manage request page will allow admin to add, edit, approve, and delete bulk requests.
Using Request Calendar Page to Add Single Request Admins
The request calendar page is formatted in a calendar format.
Using Request Calendar Page to Delete Request
Using Request Calendar Page to Delete Request
Using Request Calendar Page to Reopen and Modify Requests
This article will assist with modifying previously submitted requests.
Role Groups
Copy Role Groups
Copy Role Groups
Create New Role Groups
Role groups are used for a variety of functions, including rules and filtering. Roles can be part of numerous role groups. Go to Setup > Role setup > Role groups Click on Add Group. Add Group name.
Update Role Groups
Update Role Groups
Roles
Add Candidacy to Working Role
Candidates must be setup for the build to auto-assign staff in the roles. Go to Setup > Role setup > Role list Click on the role needing candidate update. Click on Candidates to expand the options.
Add Time Off Role Candidacy
Candidacy for time off roles are controlled through security groups.
Changing Role Name or Abbreviation
Changing Role Name or Abbreviation
Copying a Role
Copying a Role
Create a New Time Off Role
Create a New Time Off Role
Create a New Working Role
Adding a new role requires more configuration and it is easier to duplicate an existing role to reuse its existing parameters. Go to Setup > Role setup > Role list Click on Add New Role in upper rig
Create New Time Off Block
Go to Setup > Calendar setup > Time off blocks Click on Add in the upper right corner. Enter a name for the block. Add start time and end time for the block. Add full day equivalent (1 for full day, .
Deleting Candidacy to Working Roles
Go to Setup > Role setup > Role list Click on the role needing candidate update. Click on Candidates to expand the options. Click on the box to the left of the staff needing removed. Click on Delete S
Edit Time Off Block
Edit Time Off Block
Remove Time Off Role Candidacy
Candidacy for time off roles are controlled through security groups.
Role Equity Goals
Equity goals dictate the goals for each individual candidate to the role. The numbers are not percentages although the default is 100. The number relates to the number another staff is assigned. If a
Updating Candidacy for Working Roles
Updating Candidacy for Working Roles
Working Role Options
Under the role page there is a table with role options. It includes: Hourly Role – option required if this is an hourly role to calculate hours. Display Role – if unchecked the assignment will not s
Site Features
About Prime Dates (holidays)
Prime dates are dates on the schedule that impact holidays and other special days for the organization. Holidays that require specialized staffing needs need to be setup as prime dates. Other days can
Copy Prime Date from Year to Year
Prime dates must be setup each year. They do not automatically update.
Create New Prime Date (holiday)
Go to Setup > Calendar Setup > Prime Date Click on Add New Enter name to show on schedule Enter start and end date (same if only one day) Choose the type of day: School break D
Display Prime Dates on Calendar
To display prime dates on schedule the option must be chosen for the filters. Go into each filter, display filter, and choose Highlight Prime Dates under Options. Save filters. Names of Prime dates wi
Edit Prime Dates (holiday)
Go to Setup > Calendar Setup > Prime Date Click on the prime date needing updated Change any option needed Click on Save
Setting and Saving Filters
Filters are a valuable tool for drilling down into a complex report to just show the information you need. They are also an effective way to preserve many reports to use again in the future, using Mom
Time Off Rollover
Contracts are used to manage allowances for time off roles in the system. Only time off roles can be added to contracts. They control yearly allowances for these time off roles. When adjustments need to be made (additions only), the time off rollover
Staff Accounts
Copy Existing Staff Account
Copy Existing Staff Account
Create New Staff Account
There are several ways to create new staff. Copying is recommended as it will retain all the candidacy, staff groups, and notification settings. A blank staff account can also be created.
Disable Staff Account
Staff accounts need to be disabled when the provider or admin are no longer working
How to Reset Password via Email
Admins can send a email to a staff member for password reset.
Other articles
Get started with mobile clocking
What you need before staff clock in and out from the Momentum app, what they will see, and how to prepare staff and staff representatives.
Payroll inputs: close a month
Check each employee's hours worked, overtime, time off and payouts for a month on the Payroll inputs page, then finalize the month.
Review flagged punches
Approve or reject zone flags and forgotten punches in Time Clock Review, and check punches that do not match the plan in Time Clock Summary.
Set a zone for a site
Set a center and a radius for a site so that mobile punches made away from it are flagged for your review.
Set clocking tolerances
Decide how early or late a punch can be and still count as on time, whether it is rounded to the planned time, and check the result in the preview.