To assign a recurring schedule to an employee, you must select the employee, specify an effective start date for the assignment, and select the recurring schedule template (created by your system administrator) to be assigned. If you do not want the assignment to continue indefinitely, you must also specify an end date for the assignment.

To create a new recurring schedule assignment for a single employee:

1. From the Home page, click the Schedules link.

2. Click the Recurring Schedules tab. The Edit Single action mode will be selected by default.

3. In the schedule grid, on the row for the employee for whom you are creating a new recurring schedule assignment, click the cell that represents the date on which you want the new assignment to become effective. If the cell you select does not already contain a previous recurring schedule assignment, the cell's date value will be entered into the Start Date field. If the cell you selected was part of an existing recurring schedule assignment, the recurring schedule ID, start date, and end date (if any) for the assignment will be displayed in the property sheet at the top of the page.

   Tip: Depending upon how your system is configured, an employee may have more than one Employee ID. You may need to adjust the employee filter and schedule filter, change the date range, and/or use the scroll bars if the employee and date are not visible in the schedule grid.

4. If you selected a grid cell that already contained a recurring schedule description, click the Start New Recurring Schedule Assignment on [Selected Date] link. The information about the pre-existing assignment will be cleared from the property sheet and the start date you selected will be entered in the Start Date field.

   Note: This step is not required if the date you select does not fall within an existing recurring schedule assignment.

5. Click the button next to the Recurring Schedule box and select from the Recurring Schedule Lookup window the recurring schedule you want to assign to the employee.

Note: The list includes only the schedules that are available for immediate use. You can view all recurring schedules by selecting the Include Hidden Recurring Schedules option. The Hidden column will display with check marks for those schedules that have been hidden. You can assign any schedule in the list, including those marked as Hidden, to employees.

8        If desired, click the Preview link to view in a pop-up window the schedule pattern defined for the selected recurring schedule.

Tip: To view even more detail about the recurring schedule, click a week number in the preview. The window will expand to show more detailed information, such as multiple time pairs on the schedule or the earnings code, lunch plan, shift rule, Flextime rule or labor charge categories that have been associated with the schedule. When you are finished looking at the preview and/or detail, click Close.

Note: Although your company may use more than two labor charge categories, only two labor charge fields can be associated with a schedule. Your system administrator determines which labor charge fields are available for schedules.

If your company has chosen not to use the optional Shift Rules or Flextime features, the Shift Rule and Flextime Rule fields do not appear.

9        If you are not satisfied with the chosen recurring schedule, repeat the procedure to select a different one.

10    If desired, click the button next to the End Date field and select the date on which you want the assignment to end.

Tip: An end date is not required. If you leave this field blank, the recurring schedule will be in effect indefinitely.

11    If the selected recurring schedule is for a multiple-week recurring schedule template, enter in the Start Week field the week number of the template that should be used when the recurring schedule is first applied (on the start date). If the recurring schedule is a one-week pattern, leave the Start Week set to 1.

Tip: It may be helpful to view the template preview again to make this decision.

12    Click the Submit button.

Note: After you click Submit, the new recurring schedule assignment will be saved, but will remain selected, with the assignment properties displayed in the property sheet and the affected cells highlighted in a blue-green (teal) color. This allows you to easily view the effects of the assignment and edit or delete the assignment if necessary. To edit the start week, start date, or end date, simply enter a different value in the appropriate field and then click Submit. To delete the assignment, click Delete.