The Recurring Schedules - Edit Single Mode |
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To access the Recurring Schedules - Edit Single mode, select Schedules from the Time & Attendance menu. (If the Schedules menu item is not visible, make sure you have selected the Manager role.) Then click the Recurring Schedules tab. The Edit Single action mode radio button will be selected by default.
The Recurring Schedules - Edit Single action mode allows you to edit or delete an existing recurring schedule assignment or create a new recurring schedule assignment for a single employee. A recurring schedule is a repeatable weekly or multi-week schedule pattern, defined by a practitioner based on common work schedules used in your company. For more information about recurring schedules, see Understanding Recurring Schedules.
Although you can edit only one employee's recurring schedule assignments at a time in this mode, the schedule grid displays recurring schedule information for all of your filtered employees, allowing you to view the effects of your edits on your staffing levels.
The specific tasks you can perform from the Recurring Schedules - Edit Single mode include:
Creating a new recurring schedule assignment for a single employee
Editing an existing recurring schedule assignment for a single employee
Deleting an existing recurring schedule assignment for a single employee
For step-by-step instructions on performing any one of these tasks, click the task in the above list. The sections below explain some of the features of the Recurring Schedules - Edit Single mode that are common to all of these tasks.
Note: You can view recurring schedule information for all of your filtered employees from any of the Recurring Schedules action modes.
Selecting Cells in the Schedule Grid
In the Recurring Schedules - Edit Single mode, clicking a schedule cell that contains the name of a recurring schedule will highlight all of the days on that employee's row (and within the date range defined for the schedule grid) that are part of the recurring schedule assignment that is in effect for the date you clicked. All of the highlighted cells (and possibly other dates that exceed the date range of the schedule grid) will be affected by any changes you make to the assignment. In this mode, you can select only one recurring schedule on one row (that is, for one employee) at a time.
Action Buttons
Use the following buttons to create, modify, or delete recurring schedule assignments for a single employee.
Submit button |
Saves your changes. If you do not save your changes before moving on to another employee or recurring schedule, they will be lost. |
Delete button |
Removes the selected recurring schedule assignment. After clicking this button, you will be asked to confirm the deletion again before it is made permanent. |
Cancel button |
Discards any changes you have made. |
Start New Recurring Schedule Assignment on [Selected Date] link |
Allows you to select a recurring schedule ID and define the Start Week, Start Date, and End Date for a new recurring schedule assignment. This link appears when you click a date cell that contains an existing recurring schedule assignment. The Start Date field defaults to the date of the cell you clicked. |