In this topic you will learn how to Assign/Create Work Schedules.

Click the Assign Work Schedules link.

Click the Search button.

Click the Plus (+) Sign button to add another row.

The Effective Date is the date the schedule change will commence. This should be the pay period Start Date.

Click the Calendar button.

NOTE: A future pay period date must be selected. Schedules may not be adjusted for previous pay periods.

Click the Create Schedule link.

You will need to enter the schedule information into the system before attempting to Apply the schedule.

Click the Schedule Shifts tab.

Click the View All link to view all 14 days in the pay period.

NOTE: You could also click the arrow to the right of 1-7 of 14 to view rows 8-14, rather than viewing all 14 rows at one time.

Some shift schedules have been preloaded into the system in the Look up Shift ID panel.

Click the Look up Shift ID button to view available shift options.

Click the 330P-12A link.

You can copy the shift information in Day 1 to other days within the pay period rather than entering or searching for the data.

Click the Select Day 1 option.

Click the Copy link.

Enter the number of times you wish the system to repeat copying the selected information onto the Shift Details panel.

Enter the desired information into the Paste Repetitions field. Enter "4".

Select the day of the pay period you want the system to begin copying the information.

Click the Select Day 2 option.

Click the Paste link.

Click the Select Day 8 option.

Click the Paste link.

You must designate which days the employee will be off shift.

Click the Look up Shift ID button for Day 6.

Click the Look up Shift ID button for Day 7.

Click the Save button to save the changes made to the schedule.

This exercise will create a Personal Schedule for an employee for pay period 05/14/12 - 05/27/12. The employee will work the 3p-12a M-F schedule. Select the schedule from the preloaded options available in the  Schedule Shifts panel using the Look up Shift ID option.

In order to create a new schedule, the current schedule displayed for the pay period beginning on 05/14/12 will need to be deleted.

Click the Minus (-) Sign button.

You could also utilize the Update Schedule link to make changes to the schedule.

NOTE: Previously used schedules should never be deleted from the Assign Schedules panel.

Click the OK button verify the delete.

Click the Save button to save the changes made to the panel.

Click the Plus (+) Sign button to add a new row.

Click the Calendar button.

NOTE: A future pay period date must be selected. Schedules may not be adjusted for previous pay periods.

Click the Create Schedule link.

NOTE: The Schedule information must be entered into the system before attempting to Apply the schedule.

Click the Schedule Shifts tab.

Click the View All link to view all 14 days of the pay period.

You will enter the Start Time in the In column and the End Time in the Out column.

Enter the desired information into the In field. Enter "3p".

Enter the desired information into the Out field. Enter "11:30p".

Click the Select Day 1 option.

Click the Copy link.

Enter the number of times you wish the system to repeat copying the selected information onto the Shift Details panel.

Enter the desired information into the Paste Repetitions field. Enter "4".

Select the day of the pay period you want the system to begin copying the information.

Click the Select Day 2 option.

Click the Paste link.

Enter the desired information into the Repeat field. Enter "5".

Click the Select Day 8 option.

Click the Paste link.

Click the Apply button to apply the changes made in the Shift Details panel.

NOTE: The Apply button must be clicked before the OK button so that changes made to the panel will apply.

Click the Save button to save the schedule changes.

In this exercise the personal schedule created was incorrect and must be re-entered. Correct the employee's personal schedule for pay period 05/14/12 - 05/27/12. The employee will work a 3p-11:30p M-F schedule. The schedule is not preloaded into the system, so you will need to enter the schedule information directly onto the Shift Details panel.

The Assignment Method should be Create Personal Schedule. In this example, the Create Personal Schedule defaults into the Assignment Method field. If the Create Personal Schedule method does not default, click the drop-down button to the right of the Assignment Method field and select it.

Enter the desired information into the Shift ID field for Day 13. Enter "OFF".

Enter the desired information into the Shift ID field for Day 14. Enter "OFF".

Click the Apply button.

NOTE: The Apply button must be clicked before the OK button so that changes made to the panel will apply.

NOTE: The Create Personal Schedules option is the preferred method of assigning or creating work schedules. Users should refrain from using the other options available in the drop-down list.

NOTE: You must designate which days the employee will be off shift. Do not use the checkboxes in the Off Shift column for this designation.

Enter the desired information into the Day 6 field. Enter "OFF".

Repeat the previous step for Day 7, 13 and 14.

This completes Assign or Create Work Schedules.

Enter the number of times you wish the system to repeat copying the selected information onto the Shift Details panel.

Enter the desired information into the Paste Repetitions field. Enter a valid value e.g. "4".

You will enter the Start Time in the In column and the End Time in the Out column.

Enter the desired information into the In field. Enter a valid value e.g. "3p".

Enter the desired information into the Out field. Enter a valid value e.g. "11:30p".

Enter the number of times you wish the system to repeat copying the selected information onto the Shift Details panel.

Enter the desired information into the Paste Repetitions field. Enter a valid value e.g. "4".

Enter the desired information into the Repeat field. Enter a valid value e.g. "5".

Enter the desired information into the Shift ID field for Day 13. Enter a valid value e.g. "OFF".

Enter the desired information into the Shift ID field for Day 14. Enter a valid value e.g. "OFF".

Enter the desired information into the Day 6 field. Enter a valid value e.g. "OFF".