Editing an Employee's Schedule for a Specific Day |
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You can use the Edit Schedule page to edit an employee's schedule for a single day. The procedure is the same, whether the schedule you are editing is a daily schedule or part of a recurring schedule.
Notes:
You can also use the Edit Schedule page to delete a schedule. See Deleting an Employee's Schedule for
a Specific Day.
You can also use the Edit
Single mode on the Recurring Schedules tab of the Schedules page to edit or delete a schedule
for one employee on one day. The Assign
Multiple mode on the Daily Schedules tab allows you to edit schedules
for more than one day and/or more that one employee at a time. The Delete or Restore
Multiple mode on the Daily Schedules tab allows you to delete daily
schedules for one or more days and one or more employees.
To edit an employee's schedule for a specific day:
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.
In the schedule grid, click the cell that represents the employee whose schedule your want to edit. You may need to use the vertical scroll bar to bring the employee into view.
Tip: 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 employee and date are not visible in the schedule grid.
In the employee (left) column of the schedule grid, click the button next to the employee's name. A Monthly Schedule page will open and display four weeks of the employee's scheduled worked and non-worked time.
If necessary, adjust the Monthly Schedule start date until the day for which you need to edit a schedule becomes visible. You cannot edit a schedule that falls in a past pay period.
Tips:
By default, the Monthly Schedule displays the four-week period that
begins with the earliest week that was being viewed in the schedule
grid. However, unlike the grid on the Schedules page
(which can start on any day of the week), the Monthly Calendar view
always starts with the day of the week specified as the start day
of week for your company.
The and
buttons move the Monthly Schedule view backwards and forwards in four-week
increments. You can also change the range of dates displayed by selecting
a date using the button (or by manually entering
a date into the date box) and then clicking the Find
button. The Monthly Schedule page will refresh and display the four-week
period that begins with the week that contains the date you entered.
To return to a four-week view that begins with the current week, click
the button.
Click the date cell for the day for which you want to edit a schedule.
Tip: The Monthly Schedule page can display only one scheduled time pair per day. If the employee has been assigned multiple schedules for a day, the icon will appear next to a single time pair that is made up of the employee's earliest scheduled in time and latest scheduled out time for the day. Click the date cell to open the Edit Schedule page, from which you can view and edit each separate schedule.
In the left pane of the Edit Schedule page, click the time pair representing the schedule you need to edit.
Tip: If the employee has only one schedule for the day, it will automatically be selected.
Edit the scheduled Time In and Time Out fields for the employee as necessary.
Tips:
You cannot edit the Date In and Date Out fields. If you need to change
the date of the schedule, you will need to delete the schedule and
create a new one.
If your changes cause the Time Out to be equal to or earlier than the
Time In, the Date Out will be adjusted to be the day after the Date
In.
If necessary, edit the earnings code, lunch plan, shift rule, Flextime rule and labor charge fields.
Tips:
These fields are optional. If you do enter values in these fields,
they will override the employee's 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 on the Edit Schedules
page.
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 Submit button.
Tip: In most cases, the Total Hours field is read-only. After you click Submit, the total hours for the edited schedule will be refigured, taking in to account your company's time calculation and lunch plan rules, and will display the result in this field. If you are using certain earnings codes that are associated with hours, you must enter the total hours rather than an in and out time.
Note: If the schedule you have modified was part of a recurring schedule, you have just created a schedule deviation that will override the recurring schedule for that day. The master recurring schedule template and the rest of the employee's recurring schedule assignment will not be affected. If you want to remove the schedule deviation and reassign the employee to the standard recurring schedule based on the template, see Removing Schedule Deviations (Restoring a Recurring Schedule).