Schedule Maintenance

Schedule Maintenance allows the user to create and maintain schedules for employees, check employee availability, and view past, present, and future schedules.

ClosedHow to Configure Schedule Maintenance
  1. In the Back Office, click Maintenance > Schedule the Schedule Maintenance window will appear.
  2. Select the schedule you would like to view in the Week Of drop down.
  3. Select the employee(s) you would like to view in the Job Code drop down.
  4. Select the time of day you would like to view in the Schedule Maintenance window by clicking the AM, PM, or Both radio button.
  5. Click the Overlay Employee Availability checkbox to overlap scheduled employee shifts.
  6. Right click any employee in the Employee column of the table to view the Employee menu:
    • Employee Availability:Allows the user to enter availability on a weekly or date range basis. There are three availability types:
      • Green: Days/Hours shown in green are considered Available times. Available hours are pictured in white in the Schedule Maintenance table.
      • Yellow: Days/Hours shown in yellow are considered Prefer Off times.
      • Red: Days/Hours shown in Red are considered Unavailable times.
    • Sort by Name:This option sorts the employees in the Employee column alphabetically by name.
    • Sort by Employee ID:This option sorts the employees in the Employee column numerically by employee ID number.
    • Show Employee ID: This option shows/hides the employee's ID numbers within the Employee column.
      Schedule Maintenance Employee Menu
  7. Right click any cell to view the Scheduling menu for that employee and day of the week:
    • Add Shift: This option allows the user to add a predefined shift to an employee's schedule. Shifts can be configured in the Edit menu> Edit Shifts.
    • Quick Shift: This option allows the user to configure a new shift to be added to an employee's schedule.
    • Remove Shift: This option allows the user to remove a scheduled shift from an employee's schedule.
    • Schedule Multiple Days: This option allows the user to schedule an employee for a predefined shift for multiple days of the week.
    • Show Employee Availability:This option shows an employee's availability for the day of the week that has been selected.
      Schedule Maintenance Schedule Menu
  8. Click File > Save.

Add Availability by Date Range

Add Shift

Copy Schedule

Delete Availability by Date Range

Edit Shifts

Print Schedule

Quick Shift

Remove Shift

Schedule Multiple Days

Employee Availability

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