An Indeavor Scheduler or Administrator can assign a Base Schedule to an employee(s) to associate the employee(s) with their standard days on/off and preferences. Assigning an employee to a Base Schedule will automatically display the days on/days off patterns on the roster, no generation is needed to display days on/off.
1. Click on the Administration icon .
2. Select Base Schedule Management from the Employee Management section.
3. Click on the Base Schedule Assignments tab.
4. Select the desired employee from the Employees panel.
5. Under the Base Schedule column, press the down arrow next to the desired base schedule to define the Start and End times.
6. Press the OK button.
Note:
Only one base schedule can be assigned to each employee at a time, although
upcoming changes can be accommodated by ending one Base Schedule Assignment
and beginning a new one. See instructions below.
For Mass Changes: Multiple Employees can also be assigned to a Base Schedules
by first selecting the Base Schedule, then selecting Employees.
To transition an Employee from one Base Schedule to another, follow the steps below.
1. Press the Assignment Date box to pick the date that you want the new Base Schedule to start. This field will default to current day.
2. Click on an Employee's name to expose the Assign buttons
3. Click Assign
The employee is assigned to the new Base Schedule as of the day in the Assignment Date field. The old Base Schedule Assignment is given an end date of the date in the Assignment Date field.
For the new Base Schedule assignments to be created on the Roster the next step is to
generate schedule for one employee or all employees.