Assign or Create Work Schedules


In this topic you will learn how to create a new work schedule for an employee.

 

With the exception of Student Workers, Transients, and most Facility Service employees, all employees are paid from schedule.  Thus, all employees should have a schedule populated in the timesheet grid which accurately reflects the employee's work schedule.


Steps:

  1. Navigation to Assign  or Create Work Schedule:

     

    Main Menu > LSUHSC Processes > Time and Labor > Use > click the Assign Work Schedule menu.

    Step 1

  2. Enter the 7-digit Employee ID Number into the Empl ID field. Enter "0000000".

    Step 2

  3. Click the Search button.

    Step 3

  4. This exercise will create a Personal Schedule for the employee for pay period 06/11/12. 

    Step 4

  5. Click the Add a new row at row 1 button.

    Step 5

  6. The Effective Date is the date the schedule change will begin.  This should be the pay period start date.

     

    Click the Choose a date button.

    Step 6

  7. Click the Next Month button.

    Step 7

  8. Note: Select a future pay period date; schedules cannot be adjusted for previous pay periods.

     

    Click the desired date.

     

     

    Step 8

  9. Click the Assignment Method list.

    Step 9

  10. Click the Create Personal Schedule list item.

    Step 10

  11. Click the Look up Schedule Group button.

    Step 11

  12. Click the SHARE link.

    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.
     "3:00p - 12:00a - M-F"
    .

    Step 14

  15. Note: The Num Days in Schedule is the total number of days in the pay period for which the schedule applies.

    Enter the desired information into the Days in Schedule field. Enter

     a valid value
     e.g.
     "14"
    .

    Step 15

  16. Click the Schedule Shifts tab to enter the schedule information into the Shift Details panel.

    Step 16

  17. Click the View All link.

     

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

    Step 17

  18. Some shift schedules are preloaded into the system in the Look up Shift ID panel.

     

    Click the Look up Shift ID button.

    Step 18

  19. Click the 330P-12A link.

    Step 19

  20. If the employee works the same hours throughout the schedule, you can copy the information in Day 1 and paste it to other days within the schedule.

     

    Click the Select option.

    Step 20

  21. Click the Copy link.

    Step 21

  22. Enter the number of times you wish the system to repeat copying the selected information into the shift details panel.

     

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

    Step 22

  23. Select the day of the schedule where you want the system to begin copying the information.

     

    Click the Select option on day 2.

     

    Step 23

  24. Click the Paste link.

    Step 24

  25. Point to the Paste object.

    Step 25

  26. You can also select the checkboxes in front of the days where you want to copy the new work schedule hours. 

    Step 26

  27. Click the Paste link.

    Step 27

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

     

    Click the Off Shift option.

    Step 28

  29. Click the Off Shift option.

    Step 29

  30. Click the Apply button to apply the schedule information.

    Step 30

  31. Click the OK button.

    Step 31

  32. Click the Save button.

    Step 32

  33. In this exercise you will create a personal schedule for the employee to work 3:00pm - 11:30pm - M-F.  This schedule is not preloaded into the system, so you will need to enter the work hours directly into the Shift Details panel to create the schedule.

    Step 33

  34. Click the Add a new row at row 1 button.

    Step 34

  35. Click the Choose a date button.

    Step 35

  36. Click the Next Month button.

    Step 36

  37. Click the desired date.

    Step 37

  38. Click the Assignment Method list.

    Step 38

  39. Click the Create Personal Schedule list item.

    Step 39

  40. Click the Look up Schedule Group button.

    Step 40

  41. Click the SHARE link.

    Step 41

  42. Click the Create Schedule link.

    Step 42

  43. Enter the desired information into the Description field. Enter "3:00pm - 11:30pm - M-F".

    Step 43

  44. Enter the desired information into the Days in Schedule field. Enter "14".

    Step 44

  45. Click the Schedule Shifts tab.

    Step 45

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

    Step 46

  47. Enter the desired information into the Out field. Enter

     a valid value
     e.g.
     "11:30p"
    .

    Step 47

  48. Click the Select option.

    Step 48

  49. Click the Copy link.

    Step 49

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

     a valid value
     e.g.
     "4"
    .

    Step 50

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

    Click the Select option.

    Step 51

  52. Click the Paste link.

    Step 52

  53. The hours the employee is scheduled to work is displayed in the Shifts Details panel.

     

    Step 53

  54. To complete the 14 day schedule, click the View All link.

     

    Click the View All link.

    Step 54

  55. You can also copy the shift information to days by clicking the checkboxes in front of the days. 

     

    Click the Select option for days 8 - 12.

    Step 55

  56. Click the Paste link.

    Step 56

  57. Note: You must designate which days the employee will be off shift.

     

    Click the Off Shift option.

    Step 57

  58. Click the Apply button.

    Step 58

  59. Click the OK button.

    Step 59

  60. Click the Save button.

    Step 60

This completes the topic on how to Create a Work Schedule.

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