Employee Month Calendar
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 and 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
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. |
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 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. |
Cancel | Closes the menu. |