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The Employee Month Calendar allows you The Employee Month Calendar gives a way to view and modify the schedule for a single employee , for a whole month. This view allows Here you to can see shift information ; time off requests; , totals for regular, overtime, OT & DT double time hours by week; , notes, and accrual balances. To access the calendar, right-click on the employee's name and select Show Full Month.
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Colors and icons associated with shifts on the Scheduling screen
Click image to view a full size screen shot.
| Field | Description |
Highlighting and Icons |
| The colors and icons associated with shifts include: Blue highlighted shift box |
—Indicates that this is a regular shift. |
—Indicates that the shift has a conflict. |
—Indicates that the day(s) are not in the current week and cannot be edited. |
—Indicates the current day. |
—Indicates that there is a note attached to the shift. |
—Indicates that there is a label/note attached to the employee. |
—Indicates that there is a Time Off Request (personal leave, vacation, etc.) on that day. |
Statistics |
pane |
Displays the number of regular, overtime, and double-time hours an employee worked (if not the current week) and how many hours the employee is scheduled to work (if for the current week). Display options include:
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Options from Right-click Menu
The following menu items are only available for days in a current pay period.
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Add Shift
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will appear depending on the type of schedule.
| Options | Description | Notes |
Add Shift | Add shifts that were not forecasted. |
Add shifts at times when you know extra help is needed, but was not projected in the forecast. | |
Edit |
Shift | Change the Start Time and End Time of the shift, as well as |
the Job and Assignment. | This option appears only if there is an existing shift on the selected day. |
Delete Employee from |
Schedule | Removes the employee currently scheduled to work that shift. Deleting an employee from the schedule creates an unfilled shift but doesn't delete the shift. |
| This option appears only if there is an existing shift on the selected day. | |
Cut Shift |
Remove a scheduled shift and schedule a different employee to work the shift. To re-schedule, right-click in the appropriate day for the employee you want to work the shift and select Paste. You can also use this process to re-schedule the shift with the same employee, but on a different day. | This option appears only if there is an existing shift on the selected day. |
Copy Shift |
Copy the information for a scheduled shift and create a new shift that is exactly like the original shift. To create the new shift, you right-click in empty cell and |
select Paste. | This option appears only if there is an existing shift on the selected day. | |
| Add Label | Add a label to the schedule, such as On Call, that is visible on the schedule. | This option appears if there is no shift scheduled for the selected day |
| Edit Label | Change the label to the schedule | This option appears only if there is an existing label. |
| Delete Label | Delete the label from the schedule. | This option appears only if there is an existing label. |
Add Notes or Label |
Add a note to a scheduled shift |
, as well as a label, such as On Call, that is visible on the schedule. | This option appears only if there is an existing shift for the selected day. |
Show Accrual Balances |
View the accrued balances, if applicable, for an employee on that day. | ||
| Add Time Off Request | Add a Time Off Request for a selected day. | |
| Edit Time Off Request | Edit the Time Off Request for the selected day. | This option appears only if there is an existing Time Off Request. |
| Delete Time Off Request | Delete the Time Off Request for the selected day. | This option appears only if there is an existing Time Off Request. |
| Cancel | Closes the menu. |