Viewing and Editing an Employee's Recurring Schedule Assignments |
|
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.
When you are using the Practitioner role, you can view a calendar displaying an employee's recurring schedule assignments and edit those assignments if necessary.
To view and edit an employee's recurring schedule assignments:
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 assignments you want to view and/or edit. 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.
Tips:
You can use the and
date buttons to move the monthly schedule 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 for
the monthly schedule. To return to a monthly view beginning with the
current week, click the button.
In the left-most column of the Monthly Schedule page, click the button for the first week for which you want to view the employee's recurring schedule assignments.
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.
Note: A maximum of one recurring schedule is shown in each date cell because only one recurring schedule per day can be in effect for an employee.
To view more information about the recurring schedule for a specific date, click the appropriate calendar cell. The Edit Recurring Schedules page opens and displays the start and end date for the recurring schedule assignment and the template start week for the assignment.
To view more detail about the recurring schedule template, click the Preview link. A Preview Recurring Schedule pop-up window displays a weekly summary view of the recurring schedule template.
Tips:
To view even more detail about the recurring schedule template, click
a week number in the weekly summary. The window expands to show each
time pair for the selected week and any earnings codes, labor charge
category values, lunch plans, Flextime rules or shift rules that have
been associated with the time pairs for that week. When you are finished
looking at the template preview, click the Close button.
If necessary, edit the Recurring Schedule, Start Date, End Date, and/or Start Week fields. For more information about these fields, see Assigning Recurring Schedules to Employees.
If you have made any changes, click the Submit button to update the recurring schedule assignment.
Note: You can also make a new recurring schedule assignment or remove an existing assignment from the Edit Recurring Schedules page.