By scheduling your employees, you can track Exceptions in the system (Late, Early, Absent).
If you would prefer to watch a video on this, a link to that video is here.
Without a schedule, exceptions will not trigger. The exception is triggered by comparing the schedule to the actual
hours worked on the timecard.
_____________________________________________________________________________________________________________________________________
By default, the Scheduler will show scheduled employees only. To show all employees, select this option:
The Scheduler shows the current week by default; however you may navigate forward and backward using the date
selection tool:
Use the Search field or the Filter button to narrow down your results. For example, it may be beneficial to hide Salaried
employees, if they do not punch.
_____________________________________________________________________________________________________________________________________
To assign a schedule to your employee, you may simply type the in/out time into the cells per day.
The Rollover option will take the schedule in the current week and infinitely roll it forward into future weeks, until
changed.
The schedule budget icon displays the total scheduled hours and labor cost. The cost is the employee’s
wage rate multiplied by scheduled hours for the week.
_____________________________________________________________________________________________________________________________________
The color coding will depend on the colors selected in the Labor Levels area within the system.
_____________________________________________________________________________________________________________________________________
To move one employee’s schedule to another employee, simply click and drag the employee’s name to
another.
You can drag blank lines/cells on top of others, to quickly delete schedules. Any cell can be dragged to another
to easily copy the schedule.
To modify a schedule, you may double-click to edit the details, or change the segment:
_____________________________________________________________________________________________________________________________________
Schedule Templates can be created if you have a common schedule that is to be used for multiple employees.
Select at the top to create a new template. Fill in the template based on the schedule criteria and save:
_____________________________________________________________________________________________________________________________________
The default view of the Scheduler is weekly; however, you may also schedule by day or month:
The Monthly view is great for scheduling one day at a time, or just getting an idea of who is scheduled per day this
month. You can also navigate backward and forward between months, using the arrows at the top right/left corner
of the calendar.
If employees are scheduled, you will see the number of employees scheduled per day on the calendar:
_____________________________________________________________________________________________________________________________________
When you select a day, a new window will appear whereby you may schedule each employee individually and add
more employees to the schedule for this day.
