To Publish the Schedule, you have to Create Schedule Settings & Schedule Template
Schedule Settings
Go to Admin -> Scheduler Setup -> Schedule Settings
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To add new schedule settings – Click on Add new or please check Schedule settings process document
For Existing Schedule settings
In Schedule Settings search with department name
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To the Existing Schedule click on view schedule settings (Pencil symbol on left hand side)
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It directs to the schedule settings page
Schedule settings page all the information regarding Cost centre of the department, Additional cost centres like Rates, Awards, Events, Allowances (Tick on the box accordingly)
Schedule Templates
Go to Admin -> Scheduler Setup -> Schedule Templates
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To create a new schedule template, click on Add new Check Schedule Templates Process document.
To edit the existing Schedule template, click on View Schedule Template settings
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Schedule Templates has information like Default shifts, Basic shift time, open shift, when you create a new schedule, you copy these templates to the employee
Once you create Schedule template & schedule settings go to Advance scheduling for Schedules
Go to Team – > Schedule – > Advance Scheduling -> Schedules
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Click on the Calendar option on left hand side to view the schedule
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Creating an Open Shift
In the Schedules page on Right hand side click on Three dots and click on Add new shift
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In the Manage shift Page Enter Shift start time & end time, Primary cost centre, Skill
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Fill in the additional information -Rates, Award, Events, and shift counts
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Click on Save
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New Open shift is created and available in Schedules page
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If you want to assign the shift to the employee – Click on the Shift and click on Assign Employee
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Browse and Select Employee – which allows you to assign this shift to employee and Click ok
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Assigning the Schedule Cost centres to the Employee
Click on the Employee name to Open the Employee Schedule Detail page and click on Employee Quick Links and Actions
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Re-directs to the Employee Profile (You can also add via My Team -> Employee Information)
In Employee profile – Schedules – Scheduled cost centres
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Check the Scheduled Cost Centres in the Employee profile to be appeared in the schedule selected above
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To update the schedule cost centre of the Employee, click on the Three dots on left hand side of Scheduled Cost centres – Add Cost centres
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In the Browse and Select cost centres Search for the Cost centre for assigning the employee to the selected schedule
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This helps you to schedule the Employee to the Schedule.
If you want to see your employees only by grouping the Cost centres
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If you have employee who can work in multiple cost centres the shifts displayed for them under this view will be divided based on the centre to which its assigned, we can see the employee display multiple times depending on how many cost centres employee is scheduled.
Filter the Shifts by Events
Click on the Filter Option on the right side
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This filter option gives you to the menu you can sort by skills, cost centre, Additional cost centre
In additional cost centre you can add Event name to sort
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Once these filters apply, the page reloads and only shift assigned for that event will be displayed.
To clear all the filters, you applied click on Clear All Option. Which clears and come back to normal
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Post the Schedule
To make visible for employee to see the information, go to the three dots next to the Set up by Cost centre and click Post the Schedule
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You can also Un post the schedule using the same process – Once you post the schedule you get an option saying Un post the schedule in the similar process