Assigning a shift to an employee on a date that already has a shift assigned will cause the Schedule Conflict window to display.
Follow these instructions to resolve the schedule conflicts.
• Review the pending changes, make sure a check is in the appropriate box under the Save column for any new shift assignments you wish to keep. Note: If you find you don’t want to apply a pending new shift assignment for a particular date uncheck the box for that date under the Save column.
• Once you have reviewed the schedule conflicts and made any necessary changes click the Save and Exit
button.
• The schedule conflicts will be resolved by applying or discarding the new shift assignments. The following is a description of the buttons and columns on the Schedule Conflicts window.
• Save and Exit - Click this button to commit the changes and exit the window. • Cancel and Exit - Click this button will discard the changes and exit the window. • Employee - This column displays the name of any employee with conflicts.
• Save - This column is used to choose whether to apply the pending new shift to the employee. To apply the pending new shift make sure a check is in the box.
• Date/Day - This column displays the date that the pending new shift will be assigned.
• Conflict Description - This column displays the existing shift name and the name of the pending new shift to be assigned.
• Select All - Clicking this button will place a check in each box of the Save column of this window.
• Deselect All - Clicking this button will remove the check(s) from each box of the Save column of this window. • Expand All - Clicking this button will display all of the conflicts for each employee.
• Collapse All - Clicking this button will hide the conflicts for each employee.
How do I add non-work time to the schedule for a group of employees?
Adding non-work time to a single date:
Right Click method
• Select the Scheduling tab on the ribbon bar. The Summary window will display.
• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.
• 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 the pay code to use from the list and enter the duration of non-work time in the Amount (per day) field. • Click Save and Exit, the non-work time will be assigned to the highlighted date.
• Set the desired Grouping, None, Department or Employee Type.
• From the list, click on the employees to apply the non-work time, the employees are selected when the box is checked like this .
• Click Save Shift Assignments to keep your changes.
Adding non-work time to a multiple dates:
Right Click method
• Select the Scheduling tab on the ribbon bar. The Summary window will display.
• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.
• Click on the first desired date 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 the pay code to use from the list and enter the duration of non-work time in the Amount (per day) field. • Click Save and Exit, the non-work time will be assigned to the highlighted dates.
• Set the desired Grouping, None, Department or Employee Type.
• From the list, click on the employees to apply the non-work time, the employees are selected when the box is checked like this .
• Click Save Shift Assignments 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 Shipping department will have coverage from 7:30am until 5:00pm with full coverage from 8:00am until 4:30pm which are the peak hours for that department. The Receiving department will have coverage from 7:00am until 5:30pm with full coverage from 8:30am until 4:00pm which are the peak hours for that department.
Follow these instructions to view the labor coverage chart.
• Select the Scheduling tab on the ribbon bar. The Summary window will display. Note: The labor coverage chart can be viewed from either the Summary or Shift Assignments window.
• Select Date at the Assign schedules by option.
• Right click on the date for which you want to view the labor coverage chart, a menu will open.
• Choose View All, 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 at the Shift Assignments window and then view the chart again if necessary.