About the Employee Month Calendar

The Employee Month Calendar allows you to view and modify the schedule for a single employee, for a whole month. This view allows you to see shift information; time off requests; totals for regular, OT & DT hours by week; notes, and accrual balances. To access the calendar, right-click on the employee's name and select Show Full Month.

Terms & Definitions

Click image to view a full size screen shot.

Highlighting and Icons

Blue highlighted shift box. Indicates that this is a regular shift.
Red highlighted shift box. Indicates that the shift has a conflict.
Lock. Indicates that the day(s) are not in the current week and cannot be edited.
Orange border around cell. Indicates the current day.
Yellow paper icon. Indicates that there is a note attached to the shift.
Yellow highlighted shift box and paper icon. Indicates that there is a label/note attached to the employee.
Red highlighted cell. Indicates that there is a Time Off Request (personal leave, vacation, etc.) on that day.

Statistics (side)

Indicates 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).

Right-click Menu

The following menu items are only available for days in a current pay period.

Add Shift	Allows you to add shifts that were not forecasted. This allows you to add shifts at times when you know extra help is needed, but was not projected in the forecast.
Edit Shift	Allows you to change the Start/End Times of the shift, as well as the Job and Assignment.
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.
Cut Shift	Allows you to 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.
Copy Shift	Allows you to 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.
Add Notes or Label	Allows you to add a note to a scheduled shift; as well as a label, such as On Call, that is visible on the schedule.
Show Accrual Balances	Allows you to view the accrued balances, if applicable, for an employee on that day.