Parent Topic Schedule Menu Options

Create Employee Schedule

The Create Employee Schedule function opens a wizard used to run the scheduling process for a single employee.

To create an employee schedule, complete the following steps:

1. Click the name of the employee whose schedule you are creating.

   The employee row is highlighted.

2. From the tool bar, click Schedule > Create Employee Schedule.

   The Create Employee Schedule wizard appears.

   

3. Some fields are filled in for you. Update any prefilled fields and enter the necessary information in the remaining fields.

   • Start Date and End Date

     The dates for the open schedule period appear but can be changed; however, both dates must fall within the open schedule period.

   • Selection Style

     The default Selection Style appears, but a different one can be selected.

   • Create Schedule Audit Report

     This option, when set to Yes, generates a report that tracks whether the employee was scheduled and any reasons that disqualified the employee from being scheduled. This report is viewed in the Reports > Scheduling > Create Schedule Audit Report.

4. Click Finish.

   When the process finishes, the schedule screen is updated with the results of the scheduling process.