Scheduling tab - Employee Maintenance
You use the Scheduling tab to enter and manage both an employee's work/scheduling preferences and permanent schedules.
Tasks performed from this tab:
- Adding availability to an employee schedule.
- Editing availability.
- Deleting availability.
- Adding a shift for an employee.
- Editing a shift.
- Deleting shifts.
- Editing general scheduling information.
Fields on the Scheduling tab
This table describes the fields and controls for this tab.
Field | Description | Notes |
General scheduling controls | ||
Employee Type | Indicates the category of employment for the employee. There are several types from which to choose.
| |
Hours Available | Indicates the maximum number of hours an employee is available to work per week. RMS | |
Day Off Plan | Associate an employee with a pattern in the day off rotation plan. | |
Min. Hours Off | Override the Minimum Hours Off you set when you configured Labor/Scheduler and manually enter a new value for the minimum hours off an employee must have off between shifts. If you enter 8 here, and the employee is scheduled from 14:00 - 22:00 (2:00 P.M. - 10:00 P.M.), then Scheduler will not schedule this person again until 06:00 (6:00 A.M.) the next morning. If there is no minimum time off between shifts, enter 0. If you previously performed an override, you can return the value to the default using this feature. | |
Current Pattern | Associate an employee with a pattern in the day off rotation plan. | |
Min. Days Off | Override the configured Minimum Days Off you set when you configured Labor/Scheduler and manually enter a new value for the minimum days off an employee must have off between shifts. If you do not have a policy on consecutive days off between shifts, enter 0. If you previously performed an override, you can return the value to the default using this feature. | |
Download Schedules | If selected, the employee schedule is included in the Schedule Export. The Schedule Export is used to transfer employee schedules to your Time and Attendance system. For more information, see Export Schedules. | |
Availability | ||
Add | Add availability for the employee. For more information, see Adding availability to an employee schedule. | |
Edit | Edit availability for the employee. For more information, see Editing availability. | This button is active only if an availability has been selected in the weekly schedule section. |
Delete | Delete the selected availability. For more information, see Deleting availability. | This button is active only if an availability has been selected in the weekly schedule section. |
Delete All | Delete all availability for the employee. For more information, see Deleting availability. | |
Weekly schedule section | Classify blocks of time according to an employee's work availability and preferences. When used correctly, the Availability feature greatly simplifies the scheduling process while ensuring the accuracy of Weekly Schedules. Type of availability include:
To edit availability, double-click the cell you want to edit and change the information as needed. To add an employee’s availability, double-click in an empty cell under the appropriate day and enter the schedule information. If the new Availability schedule you are adding includes a day that had a previous Availability entry, you will need to select the Override for the new schedule to replace the original schedule on that day. | The start and end days of the weekly calendar depend on how the workweek is configured. For example, if the employee's workweek runs from Friday to Thursday, the first day of the calendar is Friday and the last day is Thursday. |
Regular Schedules | ||
Add | Add a shift to the weekday. | |
Edit | Edit the selected shift. | This button is active only if a shift has been selected in the weekly schedule section. |
Delete | Delete the selected shift. | This button is active only if a shift has been selected in the weekly schedule section. |
Delete All | Delete all shifts in the Regular Schedules sections. | |
Weekly schedule section | Specify an employee's permanent schedule. An employee who works the same schedule every week (either Permanent or Regular employees), regardless of volumes or business conditions, may be configured with a Regular Schedule. The hours worked by permanent employees and regular employees fulfill the work requirement needed for forecast hours. If permanent or regular employees are available to work more hours than they are scheduled for, the remaining hours will be treated as variable.
| If the employee is a variable employee, you will not be able to designate regular schedules using this tab. Also, if the employee information doesn't match the shift times for that position, RMS will not schedule the employee. |