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Settings

Use the Settings pages to establish and define schedules. A schedule identifies when and where employees are assigned to work. Once you have established a schedule, you can add shifts and use Auto Fill to assign employees to work them.

Adding Schedule Information

  1. Select Schedules from the main menu. Select a schedule Name or use the Menu button.
    Schedule Settings Information displays.
    Example:
    Schedule Settings

  2. Make desired changes to Dates and Name.

  3. Select Status check boxes when schedule is ready to be Published and Firm.
    Important: Only published schedules display in the Employee portal. Once a schedule is published and firm, (PF) appends the Settings name.

Reviewing Schedule History

  1. Select Schedules from the main menu.

  2. Select Schedules > Settings.

  3. Select History.
    Schedule Settings History displays.
    Example:
    Schedule Settings History

Deleting a Schedule

  1. Select Schedules from the main menu.

  2. Select Schedules > Settings.
    Schedule Settings displays.

  3. Select Delete.
    Window prompts: Delete Item?

  4. Select OK.