Editing Employee View

Owned by Julie Leake (Unlicensed)
Last updated: Apr 08, 2019 by Frank Gambino

There are several tasks you can perform in the Employee View:

You can also remove a scheduled employee from working a shift, schedule breaks or add break adjustments, as well as add notes.

When denoting Break times, the following criteria should be taken into consideration:

  • Break times must be at least one minute long (08:00 - 08:00 (8:00 A.M. - 8:00 A.M.)  is INVALID, 08:00 - 08:01 (8:00 A.M. - 8:01 A.M.) is VALID) 
  • Break times must fall completely inside the shift 
  • Breaks can't overlap 
  • Copy/Cut/Paste feature copies the breaks 
  • Copy Last Week Schedule copies the breaks

Editing shifts

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Scheduling.
    The Scheduling screen appears in a separate tab.
  3. Do one of the following:
    • Double-click on the shift you want to change.
      A dialog box for the selected employee and date and time appear.
      Or
    1. Right click the shift you want to change.
    2. Select Edit Shift from the drop-down list.
      A dialog box for the selected employee and date and time appear.
  4. Change the Start Time and End Time if appropriate.
  5. From the drop-down menus, select a different Job, Assignment and/or Category if appropriate.
  6. Enter times for Breaks.
  7. Click OK.
    The dialog box closes and your changes are applied.

Note: You must have these Breaks created in Property Labor-Scheduler.

Adding adjustments

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Scheduling.
    The Scheduling screen appears in a separate tab.
  3. Click the Add icon (

    ).
    A dialog box for the selected employee and date and time appear.
  4. Enter the number of hours for the adjustment. For example, you would enter a 15 minute break as .25. If you enter as -.25 that amount of time will be added to the end of the shift. Conversely, if you enter .25, that amount of time will be subtracted from the end of the shift.
  5. Click OK.
    The dialog box closes and the adjustments are added.

Adding shifts

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Scheduling.
    The Scheduling screen appears in a separate tab.
  3. Do one of the following:
    • Double-click on the day and employee you want to add.
      Or
    1. Right-click on the shift.
    2. Select Add Shift from the drop–down list.
      A dialog box for the selected employee and date and time appear.
  4. A dialog box for the employee and day appears.
  5. Enter the shift Start Time and End Time.
  6. From the drop-down menus, select a Job, Assignment and/or Category as appropriate.
  7. Click OK.
    The dialog box closes and the shift is added to the appropriate date.

Deleting an employee from the schedule

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Scheduling.
    The Scheduling screen appears in a separate tab.
  3. Right-click on the schedule you want to delete.
  4. Select Delete Employee from Schedule from the drop-down list.
  5. Click Yes to confirm the delete.

Note: If you delete a schedule, the shift will appear as an unfilled shift in the statistics area and the cell will turn orange. You can use keyboard shortcuts rather than right-clicking in the above operations. See Scheduler Work Area to see the shortcuts.


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