Human Resources

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Create Employee Schedule

There are 2 options to create Employee Schedule: via Create Company Employee Schedule or via the Employee record.  Create Company Employee Schedule allows selection of multiple or all Employees, while from the Employee record, it is intended for a specific Employee

From Global Schedule

1. Go to HR Main Menu > Create Company Employee Schedule.  The Create Global Employee Schedule form will open.
2. Select the filter details for the Employee list based on Company, Branch, and / or Department
   • Notice the Available Employees grid displays a list of Employees from which we can choose to create a schedule
3. Define the schedule attributes:
   • Date, Time Range, and Type.  Note: Type options may vary based on your Organization
   • Optionally, add Comment text
4. Select the row(s) of Available Employees and click the ADD icon.  You will be asked to confirm your action.
   • Use Ctrl+click to select multiple Employees, or use the checkbox next to the grid title to select ALL Employees
   • Notice the schedule is created for the Employee names listed on the Current Schedule grid.  Status will be automatically assigned “APPROVED.”
   • The above changes may also be confirmed by navigating to HR Main Menu > Schedule and selecting appropriate dates / filters OR by navigating to the Projects Main Menu > Resource Console and selecting appropriate dates / filters

View / Delete Entry From Company Schedule

1. Navigate to HR Main Menu > Schedule and select appropriate dates / filters
2. On the Calendar, locate the Employee Schedule entry you wish to delete
3. Double click on the entry
4. Click the Delete button in the modal that appears