The user can assign a base schedule to employees if they have been allowed through base schedule allowances. Only one base schedule can be assigned to each employee at any one time.
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.
Notes:
-The user can only assign employees to base schedules that they have been
allowed to.
-Employees can also be assigned to base schedules by first selecting the base
schedule, then selecting employees.
6. Press the OK button.
Notes:
-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 should default to current day.
2. Click on an Employee's name or a Base Schedule to expose the Assign buttons
(either in the Employee's or Base Schedules section).
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.
Pro Tips:
-Assigning an employee to a Base Schedule will automatically display the
days on/days off patterns on the roster.
-For all shift/job/location assignments to be created, the next step is to
generate schedule for one employee or all employees.