The Schedule Approvals screen
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# | Field | Description | Notes |
1 | Planning Period selector | Select the planning period to work with. | Default: The current planning period of All Properties labor structure level. |
2 | Properties | Filter the table by the following options:
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3 | Schedule controls—The buttons that appear on the screen depend on your user permissions. For more information, see Overview of the schedule approval process, users, and permissions. | ||
Change Schedule State | Restrict or allow schedule editing for all or selected labor structure levels during the selected planning period. Options include:
These changes affect only the selected planning period. | ||
Mark as Complete | This action is for a manager who writes schedules and has permissions to mark the schedule as complete. Options include:
| This button appears only if you have the permission to mark as complete. If a manager has access to scheduling and they have access to jobs that require approval, than they will have access to this screen. | |
Approve | This action is for managers who have permissions to approve and unapprove schedules. Options include:
| You must select the check box for a labor structure level before select Approve Selected. | |
UnApprove | This action is for managers who have permissions to approve and unapprove schedules. Options include:
| You must select the check box for a labor structure level before you approve. | |
Publish | This action is for managers who have permissions to publish schedules. Options include:
| You must select the check box for an labor structure level before you approve. | |
4 | Table | ||
Select / Mark Complete check box | Select this check box for the individual schedules to complete, approve, unapprove, or publish. | If you have permission to approve or publish schedules, the label of this column is "Select". If you have permission to mark schedules as complete, the label of this column is "Mark Complete". | |
Property | Tree menu of the labor structure for an organization. Once you drill down to the job level, the Details pane for the job appears | ||
Period End Date | End date of the current planning period. | When you're dealing with multiple properties, they might not all be on the same planning period, or they might not have the same schedule week in terms of start day and end day. | |
Issue Indicator | Indicates that there are issues with a job in the labor structure level. | ||
Issue Type | The indicators display the abbreviation for the issue type and the total number of issues at the labor structure level (including sub-levels).
In the tree menu, each line displays the sum of all issues within the labor structure level. In the example below, Property 2 contains only one job with issues (2 quality issues (Q) and 2 OT issues). Because the job is part of the Department, the Department is part of Division 1, and Division 1 is part of Property 2, each level displays the 2 quality issues (Q) and 2 OT issues. | ||
Approval Status | The check mark icon indicates approval status. A gray check mark icon ( ) indicates that the schedule has not been approved. A green check mark icon ( ) indicates that the schedule has been approved. If the schedule does not require approval, N/A is displayed. | ||
Publish Status | The arrow icon indicates publication status. A gray arrow icon ( ) indicates that the schedule has not been published. A blue arrow icon ( ) indicates that the schedule has been published. If the schedule does not require publishing, N/A is displayed. | ||
Schedule Completed | Number of schedules that have been completed out of the total number of jobs. For example, 10/280 means that 10 jobs have been completed out of 280 jobs. When you drill down to the job level, this field will display the name of the user who completed the schedules. | ||
Scheduled Hours | Number of scheduled hours. | ||
Projected Hours | Number of projected hours. | ||
Var % | The overall percentage variance between scheduled and projected hours for the planning period. | ||
Days Out | The number of days in the planning period where schedules are outside of the threshold for over- or under-scheduling. | ||
Scheduled Costs | The cost of the schedule hours. Scheduled hours × rate of pay = scheduled costs. | ||
Projected Costs | The cost of the projected hours. Projected hours × rate of pay = projected costs. | ||
Variance Costs | The projected costs minus the schedule costs | ||
OT % | Percentage of scheduled hours that are OT hours. | ||
# Emp. w/ OT | Number of employee with overtime scheduled. | ||
Cost of OT | The premium portion of overtime. Example: If you have 10 hours of overtime paid at 1.5 of regular rate of 10 per hour, the cost of the OT = 10 hours × 10/hour × .5 premium = $50). In other words, if those 10 hours were regular hours they would cost you $100. Because they are OT hours, they cost you $150. $50 is the cost of them being OT. | ||
Available Hours | Available hours that are unscheduled. The number is the total available hours for all employees at the labor structure level. Available hours for each employee = employee's available hours for the planning period − scheduled hours for the planning period − approved time off. The number of available hours can be helpful to managers if they also look at the OT% and #Emp w/ OT fields. If managers see excessive available hours (that have not been scheduled), they might ask why employees are getting OT when there are several hours that have not been scheduled for other employees. | ||
5 | Details pane | This collapsible pane shows details for the selected job.Click ( ) to expand the pane. Click ( ) or ( ) to collapse the panel. | |
6 | Job title | Job title of the selected labor structure level | |
7 | Aggregate information for planning period | Information includes:
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8 | List of issues by day of week | Issues by day:
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9 | Schedule controls | Option include:
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