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Scheduling

Scheduling

Owned by Nathan Brick
Last updated: Oct 11, 2019 by Mike Hart

Group Schedules


Tool Bar: 

  1. Date – Change the date range.
  2. Pages – goto more employees. 
  3.  Filter – system defined
  4. My Workgroups – user-defined filters based on workgroups.
  5. Refresh – updates data on the screen.
  6. Preferences – Changes the view.  




Clicking on the + to add a schedule.

  • Cut (Off This Day) – Removes the schedule for that day.
  • Cut (Off This Week) – Removes the schedule for that week.
  • Copy – Copy a schedule. This works similar to how it would in Microsoft Word or Excel.
  • Paste – Pastes a schedule that you have copied to this day.
  • Replicate Previous Week – Copies entire week to this week.
  • Scheduled Absent – Assign a Benefit, such as Vacation, to an employee’s schedule. This can be done up to a year in advance, and will automatically appear on the employee’s Time Card once the day moves into the current pay period.

Add Work Schedule

  • Add a Schedule – Opens a dialog box that allows you to schedule any times in for that day.  The schedule may also perform a department transfer. The “+”  mark on the calendar also adds a schedule.
Make Flex on Day


Off This Day

Removes Schedule


Add Note



Schedule Patterns

Schedule Patterns are repeating schedules assigned to employees.  As in every company, employees are scheduled to work.  This may be as easy as a consistent schedule of 9a-5p Monday to Friday until notified, or as complex as every other weekend off.  Both examples could be addressed as a “Schedule Patterns”. Individual schedules can be modified from that point, or by starting from scratch.





Add New

This adds the schedule container.
+

This adds the schedule to that day of the week and times.

You will need to do to this for each day of the week.

Assignments


Click on Unassigned or a different pattern.

Click the + plus to add them to this schedule








Can change the name.

Most patterns run forever, but still, need to be reapplied.


For the Days Worth of Forward Schedules to create, we recommend changing it to 180 days.
















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