The Monthly Schedule page displays a single employee's schedule for a four-week period. When you are using the Practitioner role, you can access this page from the Timecard Manager for Practitioners. If you have manager user rights, you can also access this page from the schedule grid available using the Manager role.

To view an employee's monthly schedule:

  1. 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.

  2. If the Multiple Employee Timecard Manager opens, click the Single Employee View link near the top right corner of the page to view the Timecard Manager for one employee. If the single employee Timecard Manager opens, skip this step.

  3. On the Timecard Manager, click the Select button (next to the Find button). The Employee ID Lookup window opens. Select the employee whose monthly schedule you want to view. The Timecard Manager refreshes and displays timecard information for the selected employee.

  4. 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 Select Previous Week and Select Next Week 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 Select Current Week button.

The table below describes some of the information shown on the Monthly Schedule page.

Button column

Provides buttons that allow easy access to other schedule-related features and tasks. These features and tasks are specific to the employee whose monthly schedule you are viewing.

Note: When you open other pages using these buttons, any date fields in the new pages will default to the week displayed on the calendar row from which you opened them. For example, if you open the Non-Work Scheduler by clicking the Non-Work Scheduler button on the row displaying scheduling information from June 13 to June 19, the default Start Date in the Non-Work Scheduler will be June 13 and the default End Date will be June 19.

Date cells

Display summaries of the employee's assigned schedules for each date.

  • If no individual or recurring schedules have been assigned for an employee on a given day, the corresponding date cell will be empty, except for the date. Click the cell to open the Edit Schedule page, from which you can create a new individualized schedule for that date.

  •  If an employee has been assigned a single individual schedule or recurring schedule for a given day, the corresponding date cell will display a time pair summarizing the schedule and the earnings code (if any) associated with the time pair. The time pair can be for either worked or non-worked time. (The monthly schedule does not display the non-worked icon with time pairs, but it does display the earnings code.) Click the cell to view more details about the schedule, edit the schedule, delete the schedule, or create an additional schedule for the same day.

  • The monthly schedule view can only display one time pair per employee per day, so the Multiple Schedules icon is used to indicate that an employee has more that one schedule on a day. When an employee has multiple schedules, the time pair displayed in the monthly schedule is made up of the employee's earliest scheduled in time and latest scheduled out time for the day. Click this time pair to open the Edit Schedule page, from which you can view and edit each separate schedule.

Highlighted date cell

Indicates the current date.