![]() Under the "Schedule Vs Time Card" tab like the time card you can view current punches for either the past current or a future pay period. This can be done by clicking on one of the employee name links which brings up a page allowing for the below tabs: Other options found on the main "Scheduling - Coverage" page is the ability to review scheduled information via the tabs. Then you can either 'Save' your changes, 'Cancel' to exit this screen, or start over by clearing all schedule entries (Clear Schedule). Under this is the main scheduling section which allows for time input by day (columns) in a Sunday to Saturday format.Īt the bottom it also allows you to save this as a template as was mentioned earlier by entering the name of your new template in the "Make this Schedule a Template (Set a Name)". New to the Scheduling feature as for February 2010 is the ability to add "Places" to name what the hours worked were for like if they were in a certain department or location or even assigned a certain job for that time frame.Īlso if you have created schedules and saved them as templates you can re-use these by selecting them from the 'Templates' drop down. This brings up a page that allows one to set the Start/End Dates using the 'Limit With Dates' or with the 'Don't Limit With Dates' option schedule this with only a start date and no end. To create schedules start by selecting the employee/employee's you want to edit by selecting the appropriate boxes to the left of the employee names then press the 'Set Schedule' button. This allows one to set schedules on a weekly basis, as well as printing and viewing current employee schedules by week (much like in the time card area) which can be sorted by either name, card numbers, employee code, department, location, supervisor, start date, or title as it is displayed in Employee Setup using the "Sort List" drop down box, as well the amount of employee's you want to display from 25-100 from the "Employees Per Page" drop down. The "Set, View, or Modify Employee Schedule(s) by Workweek" link is where the Lion's share of work will be. Set Paid Time Off, Paid Hours by Category, or Salary Hoursīelow is quick overview of the different options mentioned above:ġ. ![]() Set, View, or Modify Employee Schedule(s) by WorkweekĢ. Once clicking this 'Scheduling' link the next page "Scheduling - Welcome" allows four options:ġ. Accountant/Client/Supervisor level log in's) will then have access to this feature. Note: Once this is accomplished anyone with access to the client site (i.e. This will then generate a link called 'Scheduling' in the side bar. Enter a check in the box in the 'Scheduling' field and 'Save'. Navigate to Accountant Menu > Miscellaneous Settings.ģ. The Scheduling piece first needs to be enabled on a per client basis. ![]() Overview of how to access the Scheduling Feature and option links: The Scheduling feature allows users to create different/multiple schedules for their employees, schedule time off, and other company functions to allow more flexibility in creating schedules than the previous 'Schedule' field found in Employee Setup. Scheduling Feature - Overview and Instructions
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