9b. Higher Education

To Publish the Schedule, you must 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, 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

Add new 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 – If you want to create bulk shifts

Click on Save

New shifts are created and are available on your scheduler page

Clone Schedule Template

In the Schedule Template Click on the “Clone Schedule Template” 

Click on Yes

Clone Option helps you to copy the same schedule and allow you to edit the template by different names

Assign Shift to an employee

To assign shift to an employee – Click on the Schedule and Assign a employee

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

Schedule View

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.

Generate Schedules from the Template for the dates you need

Go to Schedule Templates -> Click on Cog Icon to generate Schedules 

Click Yes to generate schedule

 Specify the Start Date of the Schedule and Click Save

And the system generates the message about the schedule for the date

The date range in Message box will be the master template schedule date not the new generated or copied schedule date

Once the schedule is generated you can view it in Advancing scheduling -> Schedules

 Go to Team – > Schedule – > Advance Scheduling -> Schedules

In the Schedule page you can see list of schedules

You can view schedules for next quarter or last month using the filter – Schedule Dates

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