Configuring and Managing Employee Schedules Overview |
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Practitioners and managers can use the Time & Attendance module scheduling features to assign employees to recurring schedules and/or to create individualized daily schedules for employees. Practitioners and managers can also schedule employees for planned non-worked time (such as vacations, bereavement, or jury duty).
Although scheduling tasks are usually performed by practitioners, managers may occasionally need to check, create, or edit employee schedules. If you have access to the Manager role, these tasks are most easily performed from the schedule grid available using the Manager role. If you are an a practitioner or manager who does not have access to the Manager role. you can initiate most of the scheduling tasks by clicking the Schedule link on the Single Employee View of the Practitioner Timecard Manager.
When you are using the Practitioner role, you can also perform certain recurring schedule management tasks that managers cannot perform. You can view, edit, or delete the recurring schedule templates that have been defined for your company. You can also create new templates as necessary. Once a recurring schedule template has been created, it is available for all practitioners and managers to use when scheduling their employees. Note: There is also an option to hide any recurring schedule templates that your company is no longer using.
Assigning schedules can make certain time recording tasks easier for employees because the Time & Attendance module can use an employee's scheduled times as default values in many procedures. For example, time sheet employees who work their scheduled times can record their time quickly by simply accepting the scheduled times that appear by default on their time sheets.
Assigning schedules also makes it easier for practitioners and managers to identify and resolve many timecard-related exceptions. For example, when you run your end of period operations and begin preparing your payroll data export, you may be able to quickly clear some time pair exceptions by choosing the automatic solution "Use Schedule." Schedules are also important if your company uses the Projected Payroll feature, since projected hours are calculated based on employee schedules. Payroll cannot be projected for employees who have not been assigned schedules.
You can perform the following schedule-related tasks when you are using the Practitioner role:
Create an individualized schedule for a single employee on a specific day
Create a new recurring schedule template based on an existing template
Assign a template-based recurring schedule to one or more employees
Schedule non-worked time (such as a vacation or jury duty) for an employee
Note: Although some Time & Attendance module features can use schedules to make tasks easier or more automated, assigning schedules is not required. If you do use schedules, you can use any combination of individualized and recurring schedules, as long as two scheduled time pairs do not overlap.