9c. Theatres

To Publish the Schedule, you have to Create Schedule Settings & Schedule Template

 Schedule Settings

 Go to Admin -> Scheduler Setup -> Schedule Settings

Open

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 

Open

To the Existing Schedule click on view schedule settings (Pencil symbol on left hand side)

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

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

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

Click on the Calendar option on left hand side to view the schedule 

Creating an Open Shift

 In the Schedules page on Right hand side click on Three dots and click on Add new shift

In the Manage shift Page Enter Shift start time & end time, Primary cost centre, Skill

Fill in the additional information -Rates, Award, Events, and shift counts

Click on Save 

New Open shift is created and available in Schedules page

 If you want to assign the shift to the employee – Click on the Shift and click on Assign Employee 

Browse and Select Employee – which allows you to assign this shift to employee and Click ok

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 

Re-directs to the Employee Profile (You can also add via My Team -> Employee Information)

 In Employee profile – Schedules – Scheduled cost centres

Check the Scheduled Cost Centres in the Employee profile to be appeared in the schedule selected above 

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

In the Browse and Select cost centres Search for the Cost centre for assigning the employee to the selected schedule

This helps you to schedule the Employee to the Schedule.

If you want to see your employees only by grouping the Cost centres

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

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

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

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

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