From the Home page, click the Schedules link.
Depending upon how your system is configured, an employee may have more than one Employee ID. If necessary, adjust the Employee Filter and Schedule Filter until the employee whose time you want to loan to another manager is visible in the schedule grid. You may also need to use the vertical scroll bar to bring the employee into view.
In the employee (left) column
of the schedule grid, click the 
button next to the employee's name. A Monthly Schedule page will open
and display four weeks of the employee's scheduled worked and non-worked
time.
If necessary, adjust the Monthly Schedule start date until the date (or date range) for which you want to schedule loaned time becomes visible. You cannot schedule loaned time for dates that fall in past pay periods.
Tips:
By default, the Monthly Schedule displays the four-week period that
begins with the earliest week that was being viewed in the schedule
grid. However, unlike the grid on the Schedules page
(which can start on any day of the week), the Monthly Schedule view
always starts with the day of the week specified as the start day
of week for your company.
The 
and 
buttons move the Monthly Schedule view backwards and forwards in four-week
increments. You can also change the range of dates displayed by selecting
a date using the 
button (or by manually entering
a date into the date box) and then clicking the Find
button. The Monthly Schedule page will refresh and display the four-week
period that begins with the week that contains the date you entered.
To return to a four-week view that begins with the current week, click
the 
button.
Click the date cell for the day for which you want to schedule loaned time.
Tip:
The Monthly Schedule page can display only one scheduled time pair
per day. If the employee has already been assigned multiple schedules
for a day, the 
icon
will appear next to a single time pair that is made up of the employee's
earliest scheduled in time and latest scheduled out time for the day.
Click the date cell to open the Edit Schedule page, from which you
can view and edit each separate schedule.
In the left pane of the Edit Schedule page, click the time pair representing the schedule you want to assign to another manager. Or, if you want to create a new schedule, click the New Schedule link.
Tip: If the employee has only one schedule for the day, it will automatically be selected.
Edit the Time In, Time Out, Earnings Code, Lunch Plan, Shift Rule, Flextime Rule and Total Hours fields as appropriate. (See Creating a Daily Schedule for a Single Employee (Edit Schedule Page) for more information.)
In the Labor Charge Fields
section, locate the labor charge category that has been configured
for employee loan and use the 
to select the code to which you want to charge scheduled time.
Notes:
Only one labor category is available for employee loan for each time
entry plan. If you do not know which labor category to use to loan
your employees, contact your system administrator.
Each code that is available in the lookup window for the employee loan
category is assigned to no more than one manager. If you select a
code that is assigned to a manager other than yourself, the employee
will be scheduled to be loaned to that manager, and that manager will
have limited access to the employee's records.
Click Submit.
