The Employee The Employee Month Calendar gives a way to view and modify the schedule for a single employee for a whole month. Here you can see shift information about time off requests, totals for regular, overtime, & 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.
Colors and icons associated with shifts on the Scheduling screen
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| Field | Description |
Highlighting and Icons | The colors and icons associated with shifts include: Blue highlighted shift box—Indicates that this is a regular shift. |
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 | 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 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. |
| Cancel | Closes the menu. |
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