Tecnologías Apropiadas Ambientales

The Schedules tab is used to apply shifts to individual employees. The shifts applied to the employee will make up the employees work schedule. You can define the employees work schedule in the calendar and assign shifts by date. The employee’s schedule displays in a calendar view showing the shift details assigned to each date. A labor coverage chart is also available which verifies there is enough labor coverage but not too much for a work day.

Calendar View

When you open the Schedules tab the selected employee’s calendar view will display. The calendar is used to maintain employee schedules by assigning shifts to dates and you can also assign non-work time to dates within the calendar. If the information in the cell is abbreviated, you can place the mouse pointer over the date cell and a Float Over window will display with the full details of the assigned shift, expected hours and wages.

Calendar Legend

• Drag Available Shifts column - Drag and drop shifts from the list to dates in the calendar.

• Month Navigation Toolbar - Use the back and forward buttons to select the desired month for the calendar.

• Recurring Shift Assigned - A shift on a date cell that is in brown text identifies the shift has be set to recurring.

• Shift Assigned by Date - A shift on a date cell that is in blue text identifies the shift is assigned by date and doesn’t recur.

• One-Time use shift - A date cell that has “One-Time” blue text identifies the shift was created for a one time use. The shift information will display in the blue parenthesis ( ).

• Non-Work Time Assigned - A date cell with orange text identifies non-work time was assigned. The non- work pay code and duration of time will display in orange text.

• Float Over Window - On a cell that has the information shortened, place the mouse pointer over a cell for about 2 seconds and a float over window will display with the full details of the assigned shift, expected hours and wages.

Methods to Assign Shifts

When you assign a shift to a date, you have two methods that can be used, drag -n- drop or a right click of the mouse.

Drag -n- Drop Method - Click on the desired shift in the list and while holding down the mouse drag the shift to the date(s). The mouse pointer will change to:

This mouse pointer identifies that you are over an area where you can assign the shift. This mouse pointer identifies that you are not over an area where you can assign the shift.

Right Click Method - Select a date and right click the mouse, this menu will open.

• Add Shift - This menu item allows you to select a shift from the available list to assign to the selected date(s). Selecting “New…” will allow you to create an on-the-fly shift that will be used once for that one date for that one employee.

• Delete Shift - This menu item allows you to remove the shift assignment from the selected date(s). • Add Non-Work Time - This menu item allows you to post non-work time to the selected date(s).

• Delete Non-Work Time - This menu item allows you to delete or remove non-work time that was previously posted through the Schedules tab for the selected date(s).

• Make Recurring - This menu item allows you to set a shift assignment to recur for the selected day every week for all open pay periods. For example, if you have a shift assigned on Wednesday August 18 and the Make Recurring option is selected, the shift will be assigned to every Wednesday not the 18th _{of every month. Note:}

• Restore Recurring Shift - Select this menu item to restore a recurring shift that was deleted for a single date.

Note: This menu item will not be available if recurring shifts were deleted using “All Days” under the Delete Recurring Shift menu item.

• Delete Recurring Shift - This menu item allows you to delete a recurring shift for the selected date, or for the selected day for every week. Selecting This Day Only deletes the recurring shift for the selected date. Selecting

All Days deletes the recurring shift from the selected day for every week.

• View Coverage - This menu item will display a coverage chart for the selected single date. This will allow you to determine if you have too much or not enough labor coverage for the selected single date. Note: Double clicking on a date will also open the labor coverage chart.

How do I assign a shift to a single date?

Drag -n- Drop 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.

• Select and drag the desired shift from the list to the appropriate date on the calendar. • 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. 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 and select the desired shift from the fly-out menu.

• 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.