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- Navigate to Setup > Scheduling.
- Click the "+ New" button to create a new schedule.
- Enter the required fields.
- "Code" refers to the unique short name of the schedule.
- "Name" refers to the long name of the schedule.
- You may also optionally enter a "Description".
- Select the "Start Date" and "End Date" of which the schedule will apply. By default, it will be set to the current date and for one (1) month from today.
- Select the "Shift" of which the schedule will apply for. Employees who are assigned this shift will appear at the bottom.
- Select the employee(s) and the date(s) of which they will be scheduled to work. You may click an employee's name to select all dates for that employee, or click a date to select all employees for that date. You may also click "Select All" to select all employees and all dates.
- Click "Assign Selected" to assign the shift to the selected employees and dates. Click "Unassign Select" to unassign the shift from the selected employees and dates.
- Click the save button to save your changes.
Tip: There are notifications related to the schedule that you may want to configure. Navigate to Setup > Notifications to set these up, including when an employee is assigned to work a schedule (when the schedule is published) and when someone's schedule was changed.
Things to Consider
- If an employee is scheduled for multiple shifts in a day, the clock entries must be assigned a shift in order for the system to confirm which shift that they are working.
- If an employee is scheduled for multiple shifts in a day, when they requests time off, a 'full day' includes the duration of all shifts for that particular day. A partial day refers to a value less than the full day.
Viewing a Schedule
- Navigate to Schedule > Current. This view will show the schedule for the current date. You can filter the view by location, department, employee type, employee. and/or date. You can hover over or click on a block in the schedule to view its details.
- Navigate to Schedule > Timeline. This view will show the schedule for the current month. You can filter the view by location, department, employee type, employee, and/or date range. You can hover over or click on a block in the schedule to view its details.
- Navigate to Schedule > Calendar. This view will show the schedule for the current month in a calendar view for one employee. You can change the view by month, week, day, or in a list view. You can also change the employee at the top of the page.