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Schedule: Shift

The Schedule tab provides options to define the schedule and exceptions for this shift. The defined shift and exceptions can then be merged with any labor record, ensuring the assigned and available hours show on the Labor Calendar. For example, a Shift could be defined to work 10 hours on Monday, Tuesday, Thursday, and Friday.

This shift can then be applied to the Labor Schedule tab on any individual labor record. Each labor record assigned this shift would show 10 hours of availability on the Labor Calendar on each of those days. Similarly, the time off exception would propagate to each labor record and attendant calendar.

Records added and removed from a shift are automatically updated on the labor record's schedule and calendar.

ClosedAdd a Schedule

  1. Click the Add button above the Schedule section of the page.

    The Schedule window opens, prompting you to define the schedule.

  2. Enter the begin date for the schedule in the Begin Date field.

    This should be the first date it should show on an applied Labor Calendar.

  3. Enter the end date for the schedule in the End Date field.

    This should be the last date it should show on an applied Labor Calendar.

  4. Enter the hours scheduled to work for each day of the week in the appropriate field.

  5. Click Apply.

    The Schedule tab displays your newly defined schedule.

  6. Click Save.

     

ClosedAdd a Schedule Exception

  1. Click the Add button above the Exception section of the page.

    The Schedule Exceptions window opens, prompting you to define the exception.

  2. Enter the begin date for the schedule exception in the Begin Date field.

  3. Enter the end date for the schedule exception in the End Date field.

  4. Select the reason for the exception from the Reason field.

  5. Enter the hours for the exception for each date included in the above dates in the Hours field.

  6. Click Apply.

    The Schedule tab displays your newly defined exception.

  7. Click Save.

     

ClosedModify a Schedule or Exception Record

  1. Click the row for the record you want to modify.

    The Schedule or Schedule Exceptions window opens.

  2. Make your changes.

  3. Click Apply.

    The window closes. The Schedule tab displays your changes.

  4. Click Save.

     

ClosedRemove a Schedule or Exception Record

  1. Select the check box to the left of the record you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Select all additional records you want to remove.

  3. Click Remove.

  4. Click Save.

     

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