Here we have provide a simple guideline of the steps to be consider when creating new Active Schedules.
1. Make any changes related to the Master Schedules
Schedules menu > Master New line assignments, or reassignment of lines.
▪Edits to existing lines or creating new lines.
▪Now is a good time to deactivate employees.
▪Set up/edit TSRs (Temporary Shift Replacements i.e., Maternity Leave) Schedules Menu > > TSR
2. Update from Master
Schedules menu > Other > Update From Master
▪Remember if you have access to more than one department, it is recommended that you set a filter to only update what you need or are in charge of. However, if you have TSRs remember to set your filter to include all the departments and classes that the TSRs comprise so TSR will be properly reflected on your schedule.
▪Choose the number of weeks you would like to update for. For example: If the new schedules begin Nov 30th 2014 and need to be posted out 4 weeks, you will enter in 4 weeks.
▪Finally, select the start date of the schedule creation e.g. Nov 30th 2014.
▪If any TSR record is corrupted, program immediately notifies the user when Update From Master Process button is clicked. TSR record should be re-submitted. This means reviewing and clicking button Apply. After resubmission, Update From Master can now be run cleanly.
3. Attendance Booking
Schedules menu > Active
▪Process all outstanding Time Off Requests and/or key in all of the approved leaves and Attendance Codes (VAC, STAT, FLT etc.) on the employee’s freshly updated Active Schedules for the Nov 30th 2014 onward period.
4. Run Autofill
Schedules menu > Other > Autofill
▪Skip this step if your facility does not use Autofill. The Autofill icon will appear for all autofilled shifts.
▪Match the running of the Autofill, to your Update From Master. If you updated the Master for 4 weeks, starting November 30th, than run the Autofill for the same time period. This is just a suggestion, you may feel more comfortable running it for shorter periods. Always make note of the filter setup. Only filter by department and class.
▪Keep in mind that the Autofill is designed to fill a portion of the unfilled shifts.
5. Fill Unfilled Shifts left over from Autofill
Schedules menu > Daily Schedule (or Wizard)
▪Arrange the employee list, to assist with filling shifts i.e. Quick Bar (under Layout), Use Filter, Sort by applicable Seniority option etc.
6. Update Posted Date
Schedules menu > Other > Update Posted Date
▪If you filtered the Update From Master by department or other criteria you can use the filter option here to also only update the posted date for the schedules you have updated.
7. Print Schedules
Reports menu > Schedule Reports > Department Schedule Reports