Generating schedules in Employee Schedules

  1. In the upper-left corner of the screen, select Access your applications ().
    The menu expands.

  2. Select Labor > Scheduling.
    The Employee Schedules screen appears.

    Note: When you first access the Employee Schedules screen, you must select jobs for which to display scheduling information.

  1. In the upper-right corner of the screen, hover the mouse pointer over the ellipsis ( ... ) button.

  2. From the drop-down list, select Generate Schedules.
    The Generate Schedules dialog box appears.

  3. Complete the fields as necessary.

    Fields on the Generate Schedules dialog box
    Field Description Notes

    Options

    Specifies the type of schedules to generate. Options include:

    • Pre-schedules—Employees with pre-schedules entered.

    • Permanent—Employees with permanent schedules.

    • Regular—Employees with regular schedules.

    • Variable—Employees with variable schedules.

    You can select one or multiple options.

    Select Jobs to copy

    Jobs to include in the schedule.

    If necessary, use the following controls to find shifts:

    • Find By Name—Search field for entering the name of job or organization level. The tree menu updates to match your entry.

    • Select All (  )—Selects the check boxes for all organization levels in the tree menu.

    • De-Select All (  )—Clears the check boxes for all organization levels in the tree menu.

    • Expand All (  )—Expands the tree menu to display all organization levels.

    • Collapse All (  )—Collapses the tree menu to display only top levels of organization levels.

    You can select one or multiple options.

    Cancel

    Closes the dialog box without applying your changes.


    OK

    Applies your changes and closes the dialog box.


  4. Select OK.
    Based on your selections, new schedules are generated.