To assign a recurring schedule to multiple employees, you must select the employees, specify an effective start date for the assignment, and select the recurring schedule template (created by your system administrator) to be assigned. If you do not want the assignment to continue indefinitely, you must also specify an end date for the assignment.

To create a new recurring schedule assignment for multiple employee:

1. 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.

2. Click the Recurring Schedules tab. The Edit Single action mode will be selected by default.

3. Select the Assign Multiple radio button.

4. In the schedule grid, select the employees to whom you want to assign the recurring schedule. To select an employee, click the employee's name (or any date in the employee's row of the schedule grid). To select multiple employees, simply click each employee name in succession. Each employee you select will be added to your cumulative selection and will be highlighted in a blue-green (teal) color. To deselect a highlighted employee, simply click the employee's name again.

   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.

5. Click the button next to the Recurring Schedule box and select from the Recurring Schedule Lookup window the recurring schedule you want to assign to the employees.

Note: The list includes only the schedules that are available for immediate use. You can view all recurring schedules by selecting the Include Hidden Recurring Schedules option. The Hidden column will display with check marks for those schedules that have been hidden. You can assign any schedule in the list, including those marked as Hidden, to employees.

8.      If desired, click the Preview link to view in a pop-up window the schedule pattern defined for the selected recurring schedule.

Tip: To view even more detail about the recurring schedule, click a week number in the preview. The window will expand to show more detailed information, such as multiple time pairs on the schedule or the earnings code, lunch plan, shift rule, Flextime rule  or labor charge categories that have been associated with the schedule. When you are finished looking at the preview and/or detail, click Close.

Note: 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 schedules.

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.

9.      If you are not satisfied with the chosen recurring schedule, repeat the procedure to select a different one.

10.   Click the button next to the Start Date field and select the date on which you want the assignment to become effective.

Note: You can configure a new recurring schedule assignment to begin on any date that does not fall in a past pay period and is not already the start date of another recurring schedule assignment for the employees for whom you are creating the new assignment. You can even begin a new recurring schedule on a date that falls within a previously assigned recurring schedule. However, only one recurring schedule can be in effect per day per employee. When an employee is assigned to two or more recurring schedules that overlap or are nested, the recurring schedule with the latest effective start date takes precedence. In such cases, the schedule grid on the Recurring Schedules tab displays only the effective recurring schedule for each day.

11.   If desired, click the button next to the End Date field and select the date on which you want the assignment to end.

Tip: An end date is not required. If you leave this field blank, the recurring schedule will be in effect indefinitely.

12.   If the selected recurring schedule is for a multiple-week recurring schedule template, enter in the Start Week field the week number of the template that should be used when the recurring schedule is first applied (on the start date). If the recurring schedule is a one-week pattern, leave the Start Week set to 1.

Tip: It may be helpful to view the template preview again to make this decision.

13.   Click the Submit button.

Note: After you click Submit, the new recurring schedule assignment will be saved and applied to the schedule information displayed in the grid, but the employees and recurring schedule will also remain selected. The assignment properties will continue to be displayed in the property sheet and the names of the affected employees will remain highlighted in a blue-green (teal) color. This allows you to easily undo the assignment you just made by clicking the Delete or End Multiple radio button.