Scheduling is a paid sub-module of Harmony's Time & Attendance module, and is a way for you to schedule your employees to work ahead of time. You can create schedules 1 week, 1 month, and even 1 year in advance if necessary. Scheduling is simply a way to organize your shifts, allowing your employees to work a selected day.
Pre-Requisites
- Your base Time & Attendance module is fully set up (especially your shifts)
- Your employees are already in the system
- Have purchased the Scheduling sub-module
- Are logged in as the super administrative user, or any regular user with the required Scheduling permissions
Creating a Schedule
- 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.