Rotating Schedule Templates

The Rotating Schedule Templates button opens a screen to configure standard core schedule rotations, which are populated when the scheduling process is run. These rotating schedules can be assigned to selected employee groups or individual employees whose Home labor distribution match (or is at a structure level beneath) the values entered in the Organization Unit fields.

For more information, see Creating a Rotating Schedule Template.

It is not required that the employee has a position assignment linked to the rotating schedule profile in order to be assigned to the template. However the scheduling process will verify the qualifications of the employee based on the scheduling rules before the employee is actually scheduled to work the rotating schedule.

Note:  

These rotating schedules can be accessed and viewed in the employee record in Employee > Rotating Schedules and can be modified/customized there. These modifications to an employee record will not update the Rotating Schedule Template.

The following sections are available when the Rotating Schedules screen is open:

General

Opens a screen to enter the basic information on a schedule rotation, including effective/expiration dates and rotation length.

Rotation

Opens a screen to configure the details of the schedule rotation, including specific days of the week and activity codes/profiles to populate.

Assigned Employees

Opens a screen to search for and select the employees to be assigned to this rotating schedule template.

Action Buttons

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

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

  1. From the right pane, click on the Add button.

  2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

  3. Click on the Save button to save the record.

    Note:  

    For more information, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.