Recurring Schedules

As with individual Scheduled Shifts, you can manage the recurring schedules for employees. After an employee is assigned to a recurring schedule, the schedule goes on indefinitely, and the supervisor no longer needs to create a new schedule for employees that work the same hours each week. However, even though a recurring schedule can go on indefinitely, it can also have a start and end date.

To view Recurring Schedules:

• Click Schedule, then click Recurring Schedules in the main menu .

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Recurring Schedule Tab FIELD DESCRIPTION Template Select a Recurring Schedule Templates to assign to the new recurring schedule. Template Start Week Enter the week of the recurring template that this recurring schedule will start with. In most cases, you will enter a 1. If the schedule is a rotation, you can enter another number, such as 2 or 3, to indicate that this schedule is starting in the middle of the rotation schedule. Start Date Enter today's date or a future date. Recurring schedules do not take effect retroactively, so a past date should not be used. End Date Enter a future date when the schedule will end. If you want the schedule to continue indefinitely, leave the field blank. Display Weeks The number of weeks in the future to display recurring schedules. Auto-Punch Check the Auto-Punch box to have the system automatically punch the employees in and out according to their respective schedules. Then they will not have to manually punch in or out. Use this feature when you want to track hours and absences for salaried employees or other employees who do not have access to a method for punching in and out. For example, Auto-Punch may be useful for outside sales staff who are on the road visiting potential customers, or field service employees who visit customers to provide on-site service. Employees Select the employees that you want to assign to this schedule. In addition, you can also select the "OPEN" employee to create an open recurring schedule that you can later assign employees to.