Assign/Create Work Schedules


In this topic you will learn how to Assign/Create Work Schedules.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Point to the LSUHSC Processes menu.

    Step 2

  3. Point to the Time and Labor menu.

    Step 3

  4. Point to the Use menu.

    Step 4

  5. Click the Assign Work Schedules link.

    Step 5

  6. Enter the desired information into the EmplID field. Enter

     a valid value
     e.g.
     "7-digit Employee ID Number"
    .

    Step 6

  7. Click the Search button.

    Step 7

  8. This exercise will create a Personal Schedule for an employee for pay period 05/14/12 - 05/27/12. The employee will work the 3p-12a M-F schedule. Select the schedule from the preloaded options available in the  Schedule Shifts panel using the Look up Shift ID option.

    Step 8

  9. Click the Plus (+) Sign button to add another row.

    Step 9

  10. The Effective Date is the date the schedule change will commence. This should be the pay period Start Date.

     

    Click the Calendar button.

    Step 10

  11. Click the desired date.

     

    NOTE: A future pay period date must be selected. Schedules may not be adjusted for previous pay periods.

    Step 11

  12. NOTE: The Create Personal Schedules option is the preferred method of assigning or creating work schedules. Users should refrain from using the other options available in the drop-down list.

    Step 12

  13. Click the Create Schedule link.

    Step 13

  14. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Temporary Assign"
    .

    Step 14

  15. You will need to enter the schedule information into the system before attempting to Apply the schedule.

     

    Click the Schedule Shifts tab.

    Step 15

  16. Click the View All link to view all 14 days in the pay period.

     

    NOTE: You could also click the arrow to the right of 1-7 of 14 to view rows 8-14, rather than viewing all 14 rows at one time.

    Step 16

  17. Click the Select All link.

    Step 17

  18. Click the Clear Shifts link.

    Step 18

  19. Click the Deselect All link.

    Step 19

  20. Some shift schedules have been preloaded into the system in the Look up Shift ID panel.

     

    Click the Look up Shift ID button to view available shift options.

    Step 20

  21. Click the 330P-12A link.

    Step 21

  22. You can copy the shift information in Day 1 to other days within the pay period rather than entering or searching for the data.

     

    Click the Select Day 1 option.

    Step 22

  23. Click the Copy link.

    Step 23

  24. Enter the number of times you wish the system to repeat copying the selected information onto the Shift Details panel.

     

    Enter the desired information into the Paste Repetitions field. Enter "4".

    Step 24

  25. Select the day of the pay period you want the system to begin copying the information.

     

    Click the Select Day 2 option.

    Step 25

  26. Click the Paste link.

    Step 26

  27. Enter the desired information into the Paste Repetitions field. Enter

     a valid value
     e.g.
     "5"
    .

    Step 27

  28. Click the Select Day 8 option.

    Step 28

  29. Click the Paste link.

    Step 29

  30. You must designate which days the employee will be off shift.

     

    Click the Look up Shift ID button for Day 6.

    Step 30

  31. Click the Down button of the scrollbar.

    Step 31

  32. Click the OFF link.

    Step 32

  33. Click the Look up Shift ID button for Day 7.

    Step 33

  34. Click the Down button of the scrollbar.

    Step 34

  35. Click the OFF link.

    Step 35

  36. Enter the desired information into the Shift ID field for Day 13. Enter "OFF".

    Step 36

  37. Enter the desired information into the Shift ID field for Day 14. Enter "OFF".

    Step 37

  38. Click the Apply button.

     

    NOTE: The Apply button must be clicked before the OK button so that changes made to the panel will apply.

    Step 38

  39. Click the OK button.

    Step 39

  40. Click the Save button to save the changes made to the schedule.

    Step 40

  41. In this exercise the personal schedule created was incorrect and must be re-entered. Correct the employee's personal schedule for pay period 05/14/12 - 05/27/12. The employee will work a 3p-11:30p M-F schedule. The schedule is not preloaded into the system, so you will need to enter the schedule information directly onto the Shift Details panel.

    Step 41

  42. In order to create a new schedule, the current schedule displayed for the pay period beginning on 05/14/12 will need to be deleted.

     

    Click the Minus (-) Sign button.

     

    You could also utilize the Update Schedule link to make changes to the schedule.

     

    NOTE: Previously used schedules should never be deleted from the Assign Schedules panel.

    Step 42

  43. Click the OK button verify the delete.

    Step 43

  44. Click the Save button to save the changes made to the panel.

    Step 44

  45. Click the Plus (+) Sign button to add a new row.

    Step 45

  46. Click the Calendar button.

    Step 46

  47. Click the desired date.

     

    NOTE: A future pay period date must be selected. Schedules may not be adjusted for previous pay periods.

    Step 47

  48. The Assignment Method should be Create Personal Schedule. In this example, the Create Personal Schedule defaults into the Assignment Method field. If the Create Personal Schedule method does not default, click the drop-down button to the right of the Assignment Method field and select it.

    Step 48

  49. Click the Create Schedule link.

    Step 49

  50. NOTE: The Schedule information must be entered into the system before attempting to Apply the schedule.

     

    Click the Schedule Shifts tab.

    Step 50

  51. Click the View All link to view all 14 days of the pay period.

    Step 51

  52. Click the Select All link.

    Step 52

  53. Click the Clear Shifts link.

    Step 53

  54. Click the Deselect All link.

    Step 54

  55. You will enter the Start Time in the In column and the End Time in the Out column.

     

    Enter the desired information into the In field. Enter "3p".

    Step 55

  56. Enter the desired information into the Out field. Enter "11:30p".

    Step 56

  57. Click the Select Day 1 option.

    Step 57

  58. Click the Copy link.

    Step 58

  59. Enter the number of times you wish the system to repeat copying the selected information onto the Shift Details panel.

     

    Enter the desired information into the Paste Repetitions field. Enter "4".

    Step 59

  60. Select the day of the pay period you want the system to begin copying the information.

     

    Click the Select Day 2 option.

    Step 60

  61. Click the Paste link.

    Step 61

  62. Enter the desired information into the Repeat field. Enter "5".

    Step 62

  63. Click the Select Day 8 option.

    Step 63

  64. Click the Paste link.

    Step 64

  65. NOTE: You must designate which days the employee will be off shift. Do not use the checkboxes in the Off Shift column for this designation.

     

    Enter the desired information into the Day 6 field. Enter "OFF".

    Step 65

  66. Repeat the previous step for Day 7, 13 and 14.

    Step 66

  67. Click the Apply button to apply the changes made in the Shift Details panel.

     

    NOTE: The Apply button must be clicked before the OK button so that changes made to the panel will apply.

    Step 67

  68. Click the OK button.

    Step 68

  69. Click the Save button to save the schedule changes.

    Step 69

This completes Assign or Create Work Schedules.

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