People Planning Timekeeping Using Basic Scheduling Schedules Widget

People Planning: Timekeeping Using Basic Scheduling Schedules Widget Overview 1 The main screen used in scheduling is the Schedules Widget. There are many ways to get to the Schedules Widget. One way is to select the people whose schedules you wish to view and click the Go To dropdown menu before selecting Schedules. 4 To toggle between Tabular and Gantt views, use the View toggle icon. Insert a Shift Template 2 3 1 Select Quick Actions from the top tool bar. 2 Right click the cell where the template is to be applied and select Insert Shift Template 3 Select the name of the template to be applied and click Save. The default view is By Employees can also be viewed By Schedule Group. The Visibility Filter allows you to control which headings you wish to view.

People Planning: Timekeeping Using Basic Scheduling Insert a Shift Template for Consecutive Days 1 2 Right click the first cell where the template is to be applied and select Add Shift. Delete a Shift 1 Right click the shift, select Delete. 2 To delete many shifts efficiently, select Quick Actions and then Delete. Click shifts to delete them from the schedule. Select the Insert Template drop-down list and select the appropriate shift template. IMPORTANT NOTE: All exempt employees must have a representative schedule entered in the system. Their schedule should indicate the applicable days and total hours/day worked, but precise start and end times are not required. 3 In the Repeat this shift for ___ days field, enter the number of days this shift will repeat in the schedule. 4 Click Apply. Non-Exempt employee schedules should represent precise start and end times, in order to accurately track punch exceptions (e. g. , Late In).

People Planning: Timekeeping Using Basic Scheduling Assign a Pattern Template 1 Right click the employees name in the Name column and select Schedule Pattern. 2 Complete the fields. B A C D F E Anchor Date Enter the start date of the pattern. Cannot be earlier than the start of the current schedule period Override Other Patterns Click if you want to override any existing patterns. A D Start Date B Change this date if Required. It cannot be earlier than the start date of the current schedule period. Define Pattern For Enter how many weeks or days this pattern repeats. E C Forever / End Date Select one option. If End Date is selected, enter the end date of the pattern. Weeks or Days Select the time period of the pattern’s recurrence. 3 Click the drop-down arrow for Pattern Template and select the desired template. 4 Click Apply. Click Ok. F

People Planning: Timekeeping Using Basic Scheduling Editing a Pattern Deleting a Pattern 1 Right click the employee with the pattern to be edited and select Pattern Schedule. 2 Click the Edit icon (pencil) in the far-left column. 2 Click the Delete icon (X) in the far-left column. 3 Make the required changes and then click Apply. Click Ok. 3 Click Yes. Click Ok.