Changing the End Date of a Recurring Schedule Assignment |
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The End this recurring schedule assignment update mode allows you to end recurring schedule assignments for a specified recurring schedule on a designated date for selected employees. This is the default update mode for the Recurring Schedules - Delete or Restore Multiple page.
To end a recurring schedule assignment using this mode, you must identify the recurring schedule ID for which you want to end recurring schedule assignments, specify the last day on which you want the assignments to be effective, and select the employees to whom the modification should be applied. You can use a link on the Schedules page to preview in the schedule grid the effect your action will have. In this mode, you cannot end recurring schedule assignments that have different recurring schedule IDs.
To end recurring schedules with the same ID on 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.
Click the Recurring Schedules tab. The Edit Single action mode will be selected by default.
Select the Delete or Restore Multiple radio button. The End this recurring schedule assignment update mode will be selected by default.
Click the button next to the Recurring Schedule box and select from the Recurring Schedule Lookup window the recurring schedule you want to end.
If desired, click the Preview link to view the schedule pattern and confirm that you have made the correct selection.
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.
If you are not satisfied with the chosen recurring schedule, repeat the procedure to select a different one.
Click the button next to the Date field and select the last date on which you want the assignment to be in effect.
In the Employee column of the schedule grid, click each employee for whom you want to change the end date of the selected recurring schedule. To select multiple employees, 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.
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 desired employees are not visible in the schedule
grid.
To select a range of consecutive employees, click the name of the first
employee you want to include in your selection, press and hold the
ALT key, and then click the
name of the last employee you want to include. Both employees and
all of the employees listed between them will be selected. You can
use this method to select all of the employees in the grid. You will
have to use the vertical scroll
bar if you want to select more employees than are visible on one
screen.
To preview the effect of your selections, click the Highlight day(s) in the table that will be affected by this update. The cells that will be affected if you complete the action will be highlighted in red. The recurring schedule will, in effect, be removed from the highlighted dates.
If you are satisfied with the preview, click the End Recurring Schedule button and then click OK in the confirmation dialog box.
Tip: If you are not satisfied with the preview, edit your recurring schedule, date, and/or employee selections, or click the Cancel button to refresh the page and discard your changes.