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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

  1. Navigate to Setup > Scheduling. 
  2. Click the "+ New" button to create a new schedule. 
  3. Enter the required fields. 
    1. "Code" refers to the unique short name of the schedule. 
    2. "Name" refers to the long name of the schedule. 
    3. You may also optionally enter a "Description".
  4. 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.
  5. Select the "Shift" of which the schedule will apply for. Employees who are assigned this shift will appear at the bottom. 
  6. 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.
  7. 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. 
  8. Click the save button to save your changes. 
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