Scheduling tab of Employee Maintenance

Use the Scheduling tab to enter and manage both an employee's work/scheduling preferences and permanent schedules.

Note: If your company uses interface files, the only fields that are automatically filled are Hours Available and Employee Type. All other information is entered manually on the Scheduling tab.

Tasks performed from this tab:

Fields on the Scheduling tab of the Employee Maintenance screen

#	Field	Description	Notes
1	General scheduling fields
	Employee Type	Indicates the category of employment for the employee. There are several types from which to choose. Permanent—Indicates hourly employees who have earned a regular schedule each week. The hours worked by permanent employees fulfill the work requirement needed for forecast hours, and they are scheduled even if there are no work requirements. If permanent employees are available to work more hours than they are scheduled for, the remaining hours will be treated as variable. Regular—Indicates hourly employees who have earned a regular schedule each week. The hours worked by regular employees fulfill the work requirement needed for forecast hours, but they are not scheduled if there are no work requirements. If regular employees are available to work more hours than they are scheduled for, the remaining hours will be treated as variable. Salaried—Indicates that this is a salaried employee rather than hourly. Supervisor—Indicates that this employee is in a supervisory position. Variable—Indicates employees who are scheduled only if they are needed to satisfy work requirements. The hours worked by variable employees reduce the work requirement needed to satisfy forecast hours.
	Hours Available	Maximum number of hours an employee is available to work per week. RMS will never schedule employees to work more than the number of hours specified here. Overtime is only possible with management approval.	By default, this field automatically displays 40 for a new employee.
	Day Off Plan	Associate an employee with a pattern in the day off rotation plan.
	Min. Hours Off	Override the Minimum Hours Off you set when you configured Property Labor/Scheduler and manually enter a new value for the minimum hours off an employee must have off between shifts. If you enter 8 here, and the employee is scheduled from 14:00 - 22:00 (2:00 P.M. - 10:00 P.M.), then Scheduler will not schedule this person again until 06:00 (6:00 A.M.) the next morning. If there is no minimum time off between shifts, enter 0. If you previously performed an override, you can return the value to the default using this feature.
	Current Pattern	Associate an employee with a pattern in the day off rotation plan.
	Min. Days Off	Override the configured Minimum Days Off you set you configured Property Labor/Scheduler and manually enter a new value for the minimum days off an employee must have off between shifts. If you do not have a policy on consecutive days off between shifts, enter 0. If you previously performed an override, you can return the value to the default using this feature.
	Include in the Schedule Export	If selected, the employee schedule is included in the Schedule Export. The Schedule Export is used to transfer employee schedules to your Time and Attendance system.
2	Employee Availability controls
	Add	Add availability for the employee. For more information, see Adding availability to an employee schedule.	Add availability can also be found by right-clicking on the employee's schedule.
	Edit	Edit availability for the employee. For more information, see Editing availability.	Edit availability can also be found by right-clicking on the employee's schedule. This button is active only if an availability has been selected in the weekly schedule section.
	Delete	Delete the selected availability or delete all availability for the employee. For more information, see Deleting availability.	Delete availability can also be found by right-clicking on the employee's schedule. This button is active only if an availability exists in the weekly schedule section.
3	Availability weekly schedule
	Weekly schedule section	Classify blocks of time according to an employee's work availability and preferences. When used correctly, the Availability feature greatly simplifies the scheduling process while ensuring the accuracy of Weekly Schedules. Types of availability include: Available to Work—The employee is available to work during this time period. Available to Work days/hours are indicated by white highlighting in the availability bar. Required Off—The employee is not available to work during this time period. RMS will never schedule an employee to work during required time off. However, a department manager can override this when manually editing a schedule. Required Off is indicated by gray highlighting in the availability bar. Preferred Off—The employee prefers to have this time off but will work if necessary. Preferred Off is indicated by blue striped highlighting in the availability bar.	The start and end days of the weekly calendar depend on how the workweek is configured. For example, if the employee's workweek runs from Friday to Thursday, the first day of the calendar is Friday and the last day is Thursday.
4	Regular Schedules controls
	Add	Add a shift to the weekday. For more information, see Adding a shift to an employee's regular schedule.	This button is active only for permanent and regular employees.
	Edit	Edit the selected shift. For more information, see Editing a shift in an employee's regular schedule.	This button is active only if a Regular Schedule has been configured for the employee.
	Delete	Delete the selected shift or delete all shifts in the Regular Schedules sections. For more information, see Deleting a shift from an employee's regular schedule.	This button is active only if a Regular Schedule has been configured for the employee.
5	Regular weekly schedule
	Weekly schedule section	Specify an employee's permanent schedule. An employee who works the same schedule every week (either Permanent or Regular employees), regardless of volumes or business conditions, may be configured with a Regular Schedule. The hours worked by permanent employees and regular employees fulfill the work requirement needed for forecast hours. If permanent or regular employees are available to work more hours than they are scheduled for, the remaining hours will be treated as variable. To add a regular schedule, double-click in an empty cell under the appropriate day. To edit a regular schedule, double-click on the cell you want to edit and change the information as needed.	If the employee is a variable employee, you will not be able to designate regular schedules using this tab. Also, if the employee information doesn't match the shift times for that position, RMS will not schedule the employee.