New lines can be added to the Master Schedule and then assign employees to these new lines.

•Select the Schedules menu.

•Select the Master menu.

The menu below will appear (with existing lines where applicable).

You may synchronize the Master Schedule with the Employee Panel by ticking on the synchronize with Employee Panel option.

When you open the Master Schedule menu the system will highlight the Master Schedule line the employee in the Employee Panel is focused on.

To add a new master line:

▪Click on the Plus icon.

A new blank line highlighted in blue will appear at the bottom of your screen. Add the applicable information.

▪Double click in the required field(s) to enter information.

▪Click Save.

Column Description

Line

Enter a code for this line (maximum of 10 alpha-numeric characters with no spaces).

Description

Enter a description for this line.

Groups

Groups are used to group are used in the Master Schedule and the UFM Enhanced menus to group lines together.

Groups must be added to the Additional Table found Config / Setup / Additional Tables / Schedules – Master Schedule Groups

Click in the Group field and select from the drop-down list. This is not a mandatory field and be left blank.

Employees Assigned

If only one employee is assigned to the line, this field will display the employee's name. For more than one employee assigned the field will display Multiple.

Days

Enter the number of weeks (in days) for this line. For example, a six week schedule would be entered as 42 days.

Count

Enter the number of employees needed to fill this line (typically only one unless you have more than one employee assigned to identical rotations).

Booked

This field is not editable. It will be auto populated as employees are assigned or unassigned to lines.

Schedule Rules

This is not a required field, but you have the ability to apply predefined schedule rules to a particular master line if desired, which would override the rules assigned to employees or employee groups.

Double click in the window to display the drop-down menu.

For Shift Rotation

This option provides the ability to quickly create and assign schedules to employees on fixed rotations e.g., salaried 9-5 employees, which do not require an Update from Master to appear on the Active Schedule .

If this option is ticked, you will not need to create a separate rotation for each of these employees.

Effective Date

You may add an effective date for this line to be applicable.

Expiry Date

You may add an expiry date for this line.

FTE Hours

Complete this field if Full Time Equivalency hours apply to this line (based on hours per day).

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To edit any Master Schedule line:

▪Select the Schedules menu.

▪Select the Master menu.

▪Select the line you wish to edit by clicking on it to highlight it blue.

▪Double click in the field(s) you wish to edit and type in the new information or select it from the drop-down menu as applicable.

▪Click Save.

Result: In this example the count was change to 2 by typing it in, a Schedule Rule was selected from the drop-down menu (predefined), and the Effective Date was selected from the pop-up calendar.

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An easy way to create a new line that has the same criteria as an existing line is to clone the existing line.

▪Select the Schedules menu.

▪Select the Master menu.

On the Master Schedule menu, select the line you wish to clone by clicking on it to highlight it blue (line Dietary).

▪Click on the Clone icon.

The following confirmation message will appear:

▪Click Yes. The cloned line will appear.

To rename your cloned line to something more user friendly, type over the cloned name in the line name column and click Save.

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Once you have created your lines and assigned the Shift Information to them (not required before assigning employees to lines) you are ready to book employees to work the lines (schedule).

▪Select the Schedules menu.

▪Select the Master menu.

The following menu will appear:

This line has a Count of 1 (only one employee is required to work this line). Notice that the Booked column has a zero Count (there are no employees assigned to this line).

Book an employee to the line

▪Select the Employee tab. (Right panel).

▪Click on the Plus icon.

The list of available employees will appear. If you would like to filter the list down, use the Filter and Group options.

▪Select the employee who will be assigned to the line.

▪Click Submit.

Under the Employee tab, the employee we selected is now assigned to this line.

Re-Assigning an Employee

If you switch an employee to a different line through the Personnel screen, a pop-up will appear asking whether you wish to unbook them from previous shifts.  If you select Unbook, the shifts that had belonged to this employee are unbooked as you would expect and the unfilled shifts added to the Daily.

If you then assign the employee to a different line and run an Update From Master for this employee, the unbooked shifts from their original line are deleted from their Active Schedule.

For example, in the screen shot below, Sam Wakson was originally assigned to line 013PSW.

If we wish to re-assign Sam to a different line, we will navigate to Personnel - Shift and Schedule - Schedule Line.

From the drop-down menu, we select Sam's new line, NPSW, clicked Save.

When prompted, selected unbook effective of December 18, 2020.

Once unbooked, Sam's shifts from his original line now show in the Daily Schedule as unfilled.

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