A one-time shift is typically created to be used once for that one date for that one employee Right Click method
• Select the Setup tab on the ribbon bar and click the Employees button. The Employees window will display. • From the list, choose the employee you want to edit and click on the Schedules tab.
• Right click on the appropriate date on the calendar, a menu will open.
• Choose Add Shift > New... from the fly-out menu, the New Shift window will open.
• Select the desired Shift Type; Shift with In and Out revision, Shift with no revision, Shift with In revision or Shift with Out revision.
• Click the Assign Breaks to select and apply breaks to this shift. If you need to define a different break click the Break Manager button.
• If you want the total hours for the shift to display on the day the shift ended, select Apply hours to date of Out punch under the Advanced area.
• If this shift should restrict the employees from punching in to early or out to late, select Shift uses Lockouts
under the Advanced area.
• If this shift crosses midnight, select Shift crosses midnight under the Advanced area. • If this shift last longer than 24 hours, select Multiple Day Shift under the Advanced area.
• At the Arrive Early field, enter the earliest time when punches will adjust forward to the In Time or start of the shift. Note: This field will not be available if the Shift Type is set to either, Shift with No revisions or Shift with Out revision.
• At the In Time field, enter the time that the shift will begin. • At the Out Time field, enter the time that the shift will end.
• At the Leave Late field, enter the latest time when punches will adjust backward to the Out Time or end of the shift. Note: This field will not be available if the Shift Type is set to either, Shift with No revisions or Shift with In revision.
• At the Lockout any punches before field, enter the time when punches will be accepted at the terminal. Note:
This field will only be available if the Shift uses lockouts option under the Advanced area.
• At the Lockout any punches after field, enter the time when punches will no longer be accepted at the terminal.
Note: This field will only be available if the Shift uses lockouts option under the Advanced area.
• Click the Assign Breaks button to select the break or breaks you want applied to this shift. If you need to define a different break to use click the Break Manager button.
• If you want to allow employees to combine their breaks and take them all at once if necessary, select the Allow Combined Breaks under the Advanced area. Click here for more information.
• Click Save and Close.
• The selected shift will be assigned to the highlighted date, click Save to keep your changes.
Note: Any date that doesn’t have a shift assigned will calculate punches by the open shift.
How do I change a shift assignment?
Drag -n- Drop method
• From the list, choose the employee you want to edit and click on the Schedules tab.
• Select the shift that you want to change the assignment to and drag the shift to the appropriate date in the calendar view.
• At the Overwrite Shift confirmation message, select Yes.
• The existing shift assignment will be changed to the newly assigned shift, click Save to keep your changes.
Note: The new shift assignment will be used for calculations when the Save button is clicked. Right Click method
• Select the Setup tab on the ribbon bar and click the Employees button. The Employees window will display. • From the list, choose the employee you want to edit and click on the Schedules tab.
• Right click on the date in the calendar where you want to change the schedule assignment, a menu will open. • Choose Add Shift and select the shift that you want to change the assignment to from the fly-out menu. • At the Overwrite Shift confirmation message, select Yes.
• The existing shift assignment will be changed to the newly assigned shift, click Save to keep your changes.
Note: The new shift assignment will be used for calculations when the Save button is clicked.
How do I delete a shift assignment from a schedule?
Right Click method
• Select the Setup tab on the ribbon bar and click the Employees button. The Employees window will display. • From the list, choose the employee you want to edit and click on the Schedules tab.
• Right click on the date in the calendar where you want to un-assign or delete the shift, a menu will open. • Choose Delete Shift; at the confirmation message select Yes.
• The selected shift will be un-assigned from the highlighted date and the open shift will be used for calculations. • Click Save to keep your changes.
Note: Any date that doesn’t have a shift assigned will calculate punches by the open shift.
How do I add non-work time to the schedule?
Adding non-work time to a single date:
Right Click method
• Select the Setup tab on the ribbon bar and click the Employees button. The Employees window will display. • From the list, choose the employee you want to edit and click on the Schedules tab.
• Right click on the appropriate date on the calendar where you want to assign non-work time, a menu will open. • Choose Add Non-Work, the Add Non-Work window will open.
• Select which pay code to use from the list and enter the duration of non-work in the Time field. • Click OK, the non-work time will be assigned to the highlighted date, click Save to keep your changes.
Adding non-work time to a multiple dates:
Right Click method
• From the list, choose the employee you want to edit and click on the Schedules tab.
• Click on the first desired day in the calendar view and while holding down the mouse drag to select the dates. • Right click on one of the highlighted dates and a menu will open.
• Choose Add Non-Work, the Add Non-Work window will open. • Select which pay code to use from the list.
• Enter the duration of non-work that will be applied to each individual date in the Time field.
• Click OK, the duration of non-work time will be assigned to each of the highlighted dates, click Save to keep your changes.
How do I view labor coverage?
Having enough but not too much labor coverage for a work day is very important. The shift coverage chart allows a quick glance to determine if the scheduling you have in place will provide the needed coverage for the selected single date.
This example shows that the Drafting department will have coverage from 6:00am until 4:30pm with full coverage from 6:30am until 3:00pm which are the peak hours for that department. The Engineering department will have coverage from 7:30am until 4:00pm with one employee working a flexible shift for that department.
Follow these instructions to view the labor coverage chart.
• Select the Setup tab on the ribbon bar and click the Employees button. The Employees window will display. • From the list, choose an employee and click on the Schedules tab.
• Right click on the date for which you want to view the labor coverage chart, a menu will open.
• Choose View Coverage, the View All Shifts labor coverage chart will display. Note: Double clicking on a date will also open the labor coverage chart.
• At the Employee List Grouping, select how you want to group and view the employees on the labor coverage chart. Note: You can change the grouping at any time and the labor coverage chart will refresh according to your selection.
None - Select this option to sort the employees in alphabetical order.
Department - Select this option to sort the employees by their home department assignments.
Employee Type - Select this option to sort the employees by their Employee Type; Regular, Temporary, Seasonal and Contract.
• After reviewing the labor coverage chart, make any needed adjustments to the employee shift assignments on the Schedules tab and then view the chart again if necessary.