The Daily Schedule can be configured to display a grid which allows Attendance Codes to be added, modified, or deleted directly from the Daily Schedule main menu.

 

Validation rules will apply to the changes and are reflected immediately on the Time Card and the Active Schedule.

Managers can see anyone who is currently assigned an Attendance Code on this day.

Employees with a Show on Schedule Attendance Code are displayed on a grid in the lower section of the Daily Schedule.

 

 

 

 

Setup

To configure the new Daily Schedule Attendance Code grid there are two new configuration requirements.

 

1.Company Profile (Global setting)

▪Select the Config menu.

▪Select the Setup menu.

 

 

▪Select Company Profile.

▪Select Schedules.

▪Select General.

 

Click on the Show Attend. grid On Daily Schedules check box.

 

 

 

2.Schedules Option (user level on or off)

 

▪Select the Schedules menu.

▪Select the Daily menu.

 

 

 

▪Select the Schedule Options icon.

 

 

▪Click on the Daily tab.

▪Click on the Show Attend. grid on Daily Schedules check box.

▪Click Apply.

 

 

The Attendance grid will be displayed at the bottom of the Daily Schedule main screen.

 

 

 

 

Add Attendance Code

 

To add an Attendance Code to an employee, click on the Plus icon on the Attendance Code Grid.

This will open the Employee Panel, select the employee, click Apply.

A new line will appear at the bottom of the grid with the name of the employee that was selected.

If the new Attendance Code unbooks an employee from their shift, the shift will appear in the Daily Schedule.

 

 

▪Click in the fields and select from the drop-down lists provided. Populate the fields as required.

▪Click on the SAVE button when complete.

 

 

 

 

 

Modify Attendance Code

 

The Attendance Code grid can be used to modify an existing Attendance Code.

▪Click on the row you would like to modify so it highlighted blue.

▪Click in the field that you would like to modify. You may change the Attendance Code.

 

 

 

 

 

Delete Attendance Code

 

The Attendance Code grid can be used to delete existing Attendance Code.

▪Click on the row you would like to delete so it highlighted blue.

▪Click on the red X.

 

The system will warn you that this is a permanent deletion.

▪Click Yes to continue.

 

 

 

Deleting an Attendance Code will not replace the original shift. The shift must be either manually added or use the Update From Master.

Example: this employee has a shift on May 20.

Using the Daily Attendance Code grid; the SICK code was added for May 20.

The shift has been unbooked when the Attendance Code was added.

After deleting the Attendance Code, the employee’s schedule is blank. The original shift was not replaced.

 

 

 

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