Removing a Recurring Schedule Assignment |
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Note: These instructions are intended for Practitioners who do not have access to the Manager role . If you have Manager user rights, we recommend that you perform this task while using the Manager role .
To remove an employee's recurring schedule assignment so that scheduled time pairs based on the recurring schedule no longer appear on the employee's schedule:
From the Time & Attendance menu, select Timecards.
Note: If the Timecards option is not visible, make sure that you have selected Practitioner in the Role Selector.
If the Multiple Employee Timecard Manager opens, click the Single Employee View link near the upper right corner of the page to view the Timecard Manager for one employee. If the single employee Timecard Manager opens, skip this step.
On the Timecard Manager, click the button (next to the Find button). The Employee ID Lookup window opens. Select the employee whose recurring schedule assignment you want to remove. The Timecard Manager refreshes and displays timecard information for the selected employee.
Click the Schedule link above the table of timecard data. The Monthly Schedule page opens and displays in a calendar view the employee's schedule for the four-week period that begins with the week that was being viewed in the Timecard Manager.
In the left-most column of the Monthly Schedule page, click one of the buttons. The Recurring Schedules page opens and displays the employee's recurring schedule assignments for a four-week period beginning with the week for which you clicked the button. In each date cell, a description of the recurring schedule (if any) in effect for that date is displayed. If no recurring schedule has been assigned for a date, the corresponding calendar cell is empty.
Tip: You can use the and date buttons to move the Recurring Schedules view backward or forward one week at a time. You can also use the Week Of drop-down menu to navigate to a specific starting week. To return to a four-week view that begins with the current week, click the button.
Click any calendar cell that contains a recurring schedule assignment that you want to remove. The Edit Recurring Schedules page opens and displays the Start Date, End Date (if any), and Start Week for the recurring schedule assignment.
Notes:
Before proceeding to the next step, note the start and end dates of
the recurring schedule assignment. If you remove the recurring schedule
from the employee's overall schedule, it will be removed for the entire
range of dates defined by the start and end date. If you want to change
the effective dates of the recurring schedule instead, simply change
the values in the Start Date and End Date fields and then click the
Submit button. For example,
if you want the recurring schedule not to appear on the employee's
schedule after a certain date, enter that date in the End Date field
and click the Submit button.
If you want to view more information about the recurring schedule before
deciding whether to remove it from the employee's schedule, click
the Preview link to open the
Preview Recurring Schedule pop-up window. Then, to view even more
detail about the recurring schedule template, click a week number
in the pop-up window. The window expands to show more detailed information
for the selected week in the template, including each time pair defined
for that week and the earnings codes, labor charge category values,
lunch plans, Flextime rules and/or shift rules that have been associated
with each time pair. When you are finished viewing the preview information,
click the Close button to
close the pop-up window.
If you are certain that you want to delete the recurring schedule assignment, click the Delete button.
Notes:
If the employee had been assigned to two or more overlapping or nested
recurring schedules, a schedule may still appear in the Recurring Schedules
calendar for the dates previously assigned to the deleted schedule. If
this happens, the schedule that appears in the calendar will be in effect
unless you remove it also.
Removing a recurring schedule assignment as described in this procedure
does not affect the master recurring schedule template. You can reassign
the recurring schedule to this employee or any other employee at any time,
as long as the template itself is not deleted.