In this section you will learn how to create a personal schedule for an employee. Use this feature to setup a permanent work schedule.
Effective Date: Click the "Calendar" icon or you may enter the date directly into the field.
This date should always be the beginning of the pay period. No prior pay period dates may be used.
You will need to fill in the following fields: Description, Num Days in Schedule.
Enter the desired information into the Description field. The description should describe what type of schedule this will be (i.e. 8-4:30 M-F).
Enter "9a-530pM-F".
Click the Schedule Shifts tab.
You will need to enter the schedule information into the system before attempting to Apply the schedule.
The fields used will be "Select", "Off Shift", "In", and "Out". The column entitled "Day" represents the 14 day schedule, with Day 1 representing Monday, the first day of the period.
You will enter the Start Time in the In column for each day the employee will be scheduled to work in the pay period.
*Click the "View All" link to view all fourteen days.
Click in the In field.
Enter the desired information into the In field. Enter "9:00a".
NOTE: Examples of Acceptable Time Entry:
“9a”
“9:30a”
“0900”
Enter the desired information into the Out field. Enter "5:30p".
NOTE: Examples of Acceptable Time Entry:
“5:30p”
“1730”
Click the Select option on Day 1.
NOTE: Day 1 is always considered Monday when entering schedules. In some cases an employee's first day in this schedule may not be until Day 2 (Tuesday) or Day 3 (Wednesday). For those employees you will use the Off Shift option discussed in Step 26.
Click the Copy link, located underneath the schedule information.
Click the Select All link.
Click the Off Shift option for the days the employee is not schedule to work.
Click the Show Calendar link to view the employees schedule.
Click the Apply button. Do not Navigate away from the Assign Work Schedule page before saving the data. Doing so will result in Orphan Records that interfere with the system performance.
NOTE: If the system prompts “over lapping shift”, look at the end of previous day work. Example: If an employee work 7 pm – 7am, on the first day off, his off shift should begin at 7:01 am instead of 12:00 am.
Click the Look up Schedule Group button.
Click the SHARE link. (Schedule Group will ALWAYS be Share)
Enter the Num Days in Schedule field. Enter "14".
New Schedule: The screen will look like this. Proceed to Step 11.
Existing Schedule: The Screen will look this. Click the "plus sign" to insert a new row. Proceed to Step 11.
This message appears when the user navigates away from the Assign Work Schedule page before following the correct save procedures.
It is very important to click the OK Button and go back and save the data by following the correct save procedures.
WARNING: Do Not Click the Cancel Button doing so will cancel changes made to the schedule and create the Orphan Records that interfere with the system performance.
Click the OK button to go back and correctly save the Assign Work Schedule data.
Click the Apply Button to Apply Assign Work Schedule changes.
Click the OK button to return to the Assign Work Schedule Main Page.
Click the Save button to the Save Assign Work Schedule data.
This completes Assign a Work Schedule.
You will need to fill in the following fields: Description, Num Days in Schedule.
Enter the desired information into the Description field. The description should describe what type of schedule this will be (i.e. 8-4:30 M-F).
Enter a valid value e.g. "9a-530pM-F".
The fields used will be "Select", "Off Shift", "In", and "Out". The column entitled "Day" represents the 14 day schedule, with Day 1 representing Monday, the first day of the period.
You will enter the Start Time in the In column for each day the employee will be scheduled to work in the pay period.
*Click the "View All" link to view all fourteen days.
Enter the desired information into the In field. Enter a valid value e.g. "9:00a".
NOTE: Examples of Acceptable Time Entry:
“9a”
“9:30a”
“0900”
Enter the desired information into the Out field. Enter a valid value e.g. "5:30p".
NOTE: Examples of Acceptable Time Entry:
“5:30p”
“1730”
Enter the Num Days in Schedule field. Enter a valid value e.g. "14".