Difference between revisions of "Employee Scheduling"
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Enter the employee’s schedule patterns and planned absences in the Scheduling tab. | Enter the employee’s schedule patterns and planned absences in the Scheduling tab. | ||
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==Schedule Patterns== | ==Schedule Patterns== | ||
| − | [[image: | + | [[image:EmployeeSchedulingSchedulePatternsTab.png]] |
The schedule pattern, sometimes referred to as the employee’s master schedule, defines when and where an employee works on a regular basis. The schedule pattern allows you to set what days the employee works and what shifts they are working. Additionally, all labor levels defined as being "scheduling" levels are required, for example, the floor that the employee is working on. | The schedule pattern, sometimes referred to as the employee’s master schedule, defines when and where an employee works on a regular basis. The schedule pattern allows you to set what days the employee works and what shifts they are working. Additionally, all labor levels defined as being "scheduling" levels are required, for example, the floor that the employee is working on. | ||
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| + | [[image:EmployeeSchedulingSchedulePatternsTabPage.png]] | ||
The employee's home labor levels are used when you add a schedule pattern. Change the employee's labor level(s) by clicking on the labor levels button (to the left of the Delete All button). Changes made to the home labor levels can be applied to all schedule patterns. | The employee's home labor levels are used when you add a schedule pattern. Change the employee's labor level(s) by clicking on the labor levels button (to the left of the Delete All button). Changes made to the home labor levels can be applied to all schedule patterns. | ||
Define a multi-week pattern if the schedule pattern varies from week to week. Set the Schedule Pattern Weeks to the required number of weeks. | Define a multi-week pattern if the schedule pattern varies from week to week. Set the Schedule Pattern Weeks to the required number of weeks. | ||
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==Planned Absences == | ==Planned Absences == | ||
| − | + | [[image:EmployeeSchedulingPlannedAbsencesTab.png]] | |
| − | + | Enter planned days off like vacation or leave of absences in the Planned Absences tab. This eliminates the need to make manual changes to the schedules after they are created through the [[Build Schedules]] process. | |
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| + | When building the schedules, a placeholder will be created instead of a schedule, for each schedule in the Schedule Pattern that coincides with a planned absence. | ||
Unapproved planned absences can be entered as a record of the request, but will not have any effect on the schedules. | Unapproved planned absences can be entered as a record of the request, but will not have any effect on the schedules. | ||
| − | [[image: | + | [[image:EmployeeSchedulingPlannedAbsencesTabPage.png]] |
==Other== | ==Other== | ||
| − | [[image: | + | [[image:EmployeeSchedulingOtherTab.png]] |
Miscellaneous information about the employee that is used on reports. | Miscellaneous information about the employee that is used on reports. | ||
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The Planned Absence Group provides the ability to enter global planned absences. | The Planned Absence Group provides the ability to enter global planned absences. | ||
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| + | [[image:EmployeeSchedulingOtherTabPage.png]] | ||
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| + | == See also == | ||
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| + | * [[Employee]] | ||
Latest revision as of 20:13, 5 September 2018
Enter the employee’s schedule patterns and planned absences in the Scheduling tab.
Schedule Patterns
The schedule pattern, sometimes referred to as the employee’s master schedule, defines when and where an employee works on a regular basis. The schedule pattern allows you to set what days the employee works and what shifts they are working. Additionally, all labor levels defined as being "scheduling" levels are required, for example, the floor that the employee is working on.
The employee's home labor levels are used when you add a schedule pattern. Change the employee's labor level(s) by clicking on the labor levels button (to the left of the Delete All button). Changes made to the home labor levels can be applied to all schedule patterns.
Define a multi-week pattern if the schedule pattern varies from week to week. Set the Schedule Pattern Weeks to the required number of weeks.
Planned Absences
Enter planned days off like vacation or leave of absences in the Planned Absences tab. This eliminates the need to make manual changes to the schedules after they are created through the Build Schedules process.
When building the schedules, a placeholder will be created instead of a schedule, for each schedule in the Schedule Pattern that coincides with a planned absence.
Unapproved planned absences can be entered as a record of the request, but will not have any effect on the schedules.
Other
Miscellaneous information about the employee that is used on reports.
The Planned Absence Group provides the ability to enter global planned absences.
