Activities

The Activities button opens a screen to search for and select specific activity codes that are authorized for automatic scheduling, for requests for work, and/or for self scheduling for this profile. These activity codes are assigned to the same organization unit as the open Profile record.

Note  

When no activity codes are selected on this screen, all activity codes set up for the related organization unit are authorized for this profile.

Depending on the authorization role of the user, the following actions may be available:

Depending on the page displayed, the following fields may be available:

Auto Schedule

Category

Code

Description

Request to Work

Self Schedule

The following additional section options are available in the left pane:

General

Licenses

Positions

Stations

Steps for Copying Profiles to Another Organization Unit

Steps for Copying Profiles Within the Same Organization Unit

Auto Schedule

Indicates whether this activity code can be used to create schedule assignments for this profile when running the automatic scheduling process (Yes/No).

Note  

Activity codes can be set up to be used for either Auto Schedule, Requests to Work, Self Scheduling or any combination of the three, but at least one option must be set to Yes.

Category

When filtering this activity code list, this setting indicates whether to include activity codes available for the Automatic Scheduling process, the Requests to Work feature, the Self Scheduling feature or all.

Code

The alphanumeric short name or abbreviation identifying this activity code.

Activity codes can be up to 16 characters in length. The system is not case sensitive so you cannot have both a D1 (upper case D) and a d1 (lower case d) code, with upper and lower case letters the same.

Do not use a space, comma, or semicolon in the code, as these are used as delimiters (characters that mark the beginning or end of a unit of data) when entering activity code/profile strings into the schedule grid.

Description

The label describing the activity code.

Request to Work

Indicates whether unfilled schedules with this activity code are included in the listing when employees are searching for shift to submit a Requests to Work for this profile (Yes/No).

Self Schedule

Indicates whether this activity code can be used for self scheduling for this profile (Yes/No).

 

Action Buttons

The following action buttons may be available in the left pane for adding or deleting related records:

The following actions may display in the left pane when searching for a record:

After records have been selected in the search, the following additional actions may be available in the left pane: