Viewing and Editing an Employee's Recurring Schedule Assignments |
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The Recurring Schedules page allows you to view a calendar displaying an employee's recurring schedule assignments. From this page, you can open the Edit Recurring Schedules page to view more details about specific assignments and edit or delete them if necessary.
Note: You can also use the Edit Single mode on the Recurring Schedules tab of the Schedules page to view and edit or delete a single employee's recurring schedule assignments. You can use the Assign Multiple mode on the Recurring Schedules tab to modify recurring schedule assignments for multiple employees.
To view and edit an employee's recurring schedule assignments:
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.
Tip: Depending upon how your system is configured, an employee may have more than one Employee ID. If necessary, adjust the Employee Filter and Schedule Filter until the employee whose recurring schedule assignment you want to view and edit is visible in the schedule grid. You may also need to use the vertical scroll bar to bring the employee into view.
In the employee (left) column of the schedule grid, click the button next to the employee's name. The Recurring Schedules page will open and display the employee's recurring schedule assignments for a four-week period beginning with the week that was being viewed on the Schedules page.
Notes:
If a recurring schedule has been assigned to a specific day, the descriptive
name of the recurring schedule (for example, Basic Schedule) will
appear in the calendar cell for that day and the start and end time
of the schedule time pair will be shown. If an earnings code has been
assigned to the schedule, it will be shown in parentheses. If a recurring
schedule has been overridden by a daily schedule, the recurring schedule
name still appears in the date cell, but the schedule time pair represents
the daily schedule and is marked with a black dot. If a schedule time
pair appears with a black dot in a date cell that does not contain
a recurring schedule name, a daily schedule, but no recurring schedule,
has been assigned for that date. If neither a recurring schedule nor
a daily schedule has been assigned for a particular date, the calendar
cell will be empty except for the date.
The Recurring Schedules calendar can only display one schedule time
pair per day, so the icon is used to indicate
that an employee has more that one schedule on a day. When an employee
has multiple schedules, the time pair displayed in the Recurring Schedules
calendar is made up of the employee's earliest scheduled in time and
latest scheduled out time for the day. To view each schedule, click
the Monthly Schedule link
to switch to the Monthly Schedule page, and then click in the date
cell for the same date. The Edit Schedule screen will show each schedule
assigned for the day.
To view more information about the recurring schedule for a specific date, click the appropriate calendar cell to open the New Recurring Schedule page.
Tips:
If necessary, adjust the Recurring Schedules page start date until
the day for which you want to view and edit a recurring schedule assignment
becomes visible.
By default, the Recurring Schedules page 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 Recurring Schedules
view always starts with the day of the week specified as the start
day of week for your company.
The and
buttons move the Recurring Schedules 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 Recurring
Schedules 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.
On the New Recurring Schedule page, click the Edit [Recurring Schedule Name] now link to open the Edit Recurring Schedules page.
Tip: This link will only be available if the date cell you clicked had a recurring schedule assigned to it.
If desired, click the Preview link to view in a pop-up window the schedule pattern defined for the 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, based on your company's Time & Attendance module configuration.
If necessary, edit the Start Date, End Date, and/or Start Week fields.
Note: You cannot make edits that would affect past pay periods.
If you have made any changes, click the Submit button to update the recurring schedule assignment.
Tip: To view the results of your change, click the Recurring Schedules link in the Back To area at the bottom of the Edit Recurring Schedules page. The Recurring Schedules calendar page will open and reflect the changes you have made to the recurring schedule assignment.
Note: You can also delete an existing recurring schedule from the Edit Recurring Schedules page.