Individual Schedule

Schedules must be assigned to an organization before they can be assigned to a labor resource. The assigned schedule cannot be edited. Thus, create a new schedule assignment to reset the start and end dates.

Open the Assignment - Individual Schedule screen

  1. Hover a mouse pointer over the Schedule menu link on the menu bar to display its drop-down menu.

  2. Slide a mouse pointer over to the Assignment option to display its menu.

  3. Click Individual Schedule to open the Assignment - Individual Schedule screen.

 

Assign a working schedule to a labor resource

  1. If applicable, select a location from the Location drop-down list located at the menu bar.

  2. From the Assignment - Individual Schedule screen, select an organization from the Organization drop-down list.

  3. The All Groups in the Group drop-down list is selected by default. Select a specific group from the Group drop-down list. Otherwise, proceed to the next step.

  4. Select a labor resource from the Resource drop-down list. If the selected labor resource has previously assigned working schedules, they are displayed in the Schedule Listing.

  5. Select a shift from the Shift drop-down list.

  6. Select a schedule from the Schedule Name drop-down list.

  7. Enter the schedule start date into the Start Date text box, or select the date from the calendar. Leave the End Date set to default. As new schedules are assigned, the End Date(s) will adjust accordingly. (see also Date Format)

  8. Click Assign to save and display the assigned working schedule in the Schedule Listing.

  9. Select another labor resource from the Resource drop-down list then repeat steps to assign a schedule to the selected labor resource.

 

Delete a working schedule

Schedule cannot be edited. Keep all schedules that have been used for the schedule history references. Delete only a schedule that was initially entered incorrectly and has not been used.

  1. From the Schedule Listing, click the Delete icon on a line item. The delete confirmation pop-up message appears.

  2. Click OK to delete the selected schedule.

 

Related Topics

Agreement and Skill Assignment

Build a Schedule

Day Details

Rotating Shift Schedule

Schedule Organization

Understand Labor Hours Links