Adding New Schedules for One or More Employees on One or More Days |
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The Add this schedule to the selected dates if it does not conflict update mode allows you to add the schedule you define in the property sheet to the selected cells, but only if the new schedule does not overlap with any existing schedules.
To add a new schedule to all of the selected cells that do not contain conflicting schedules:
From the Time & Attendance menu, select Schedules.
Note: If the Schedules option is not visible, make sure that you have selected Manager in the Role Selector.
Select the Assign Multiple radio button. The Replace all schedules on the selected dates with this schedule update mode will be selected by default.
In the Update Mode field, click and select Add this schedule to the selected dates if it does not conflict from the drop-down menu.
In the schedule grid, select the cells that represent the employees and dates for which you want to add the new schedule.
Tips:
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 employees and/or dates are not visible in the schedule
grid.
Selected cells are highlighted in a dark blue color. To select cells,
simply click each desired cell, one after the other. To deselect a cell, simply click it again.
You can also use the button
in the top left corner of the schedule grid if you want to quickly
select a "boxed" group of contiguous cells. To do this,
click the button and then
click one corner of the area containing the cells you want to select.
Then click the diagonally opposite corner of the area. The cells in
the entire area will be selected. (You can achieve the same effect
by holding down the ALT key and clicking one corner and then the other.)
You can also use this method to select multiple cells on the same
row or in the same column. To return to the non-contiguous, single-cell
selection mode, click the button (or release the
ALT key).
To clear all selected cells, click the button (or
press the ALT key and click a selected cell).
In the property sheet at the top of the page, enter a Time In and a Time Out time for the new schedule. These fields are required.
Notes:
In most cases, you do not need to enter a value in the Hours field.
The hours for the time pair will be calculated when you apply the
schedule. However, if you are using an hours-based earnings code (for
example, a non-worked earnings code such as Vacation or Jury), you
must enter the total hours rather than in and out times.
To use schedule properties you have saved as a Quick Shift, click in the
Quick Shift area, select the appropriate shift, and then click .
For more information, see Using
Quick Shifts.
If desired, use the buttons to select an earnings code, a lunch plan, a shift rule, a Flextime rule and/or one or two labor charge codes to be associated with the schedule.
Tips:
These fields are optional. If you do select or enter values for these
fields, they will override the employees' assigned defaults.
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 use with schedules.
If you have applied a Quick Shift, these fields will contain the values
(if any) associated with the Quick Shift you selected. You can edit
these values if necessary. (Any edits you make will not be saved back
to your Quick Shift definition unless you click
and then OK.)
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.
Click the Apply button. The newly created schedule will be added to the selected cells in the schedule grid, and a small blue triangle will appear in the bottom right corner of the affected cells to indicate that the cells contain unsaved changes.
Notes:
The schedule will be added to all of the selected cells when you click
Apply, even if the new schedule overlaps existing schedules in some
of the cells. The Time & Attendance module
will check for overlapping schedules when you submit the changes.
Using the Apply button does not save your changes. Your applied changes
are not saved until you click the Submit button. If you navigate out
of the Daily Schedules
without submitting your applied changes, they will be lost. You can
remove your unsaved changes, if desired, by clicking the Cancel button.
Click the Submit button to save your changes. The new schedule will be saved in all of the selected cells on employee rows that do not have any schedules that conflict with the new schedule.
Notes:
If any of the selected cells contain schedules that conflict with the newly
applied schedule, the changes to those cells will not be saved. The cells
will be highlighted in red and the blue triangle will remain in the bottom
right corner. If, after reviewing the conflicts, you determine that you
want to replace the existing schedules, you can do so simply by changing
the update mode to Replace all schedules
on the selected dates with this schedule and then clicking Apply and then Submit.
Your selections and the properties you define for the new schedule will
be used for the replacement action.
All schedule changes for an employee are saved at once, so if a conflict
or error occurs in any selected
cell for a given employee, no changes in any cells will be made for that
employee. For example, if you attempt to add a new schedule to three days
for Employee A, but a conflicting schedule exists for one of those days,
the new schedule will not be applied to any of the three selected days.
After you click Submit, the day with the conflict will be highlighted
in red, and all three days you attempted to change will contain small
blue triangles in the bottom right corner, indicating that they contain
unsaved changes.