How To: Add an Employee to a Schedule

How To: Add an Employee to a Schedule

To add an employee to a schedule, your company must be using the Advanced Scheduler feature. Employees must have three settings added to their profile in order to appear on a schedule.

On the Main tab of the employee profile, open the Profiles panel on the right and add the Scheduler profile.


On the Schedules tab, go to the Skills section and click +Add to add the corresponding skill for the schedule the employee is being added to. 



Also on the Schedules tab, go to the Scheduled Cost Centers section and click the Actions icon (three dots) and Add Cost Centers to add the corresponding cost center for the schedule the employee is being added to. Be sure to drill all the way down to the position they work. You should also ensure that they have a default job or additional rate for any cost center they are being scheduled for.


Now the employee will appear on the scheduler and can be assigned shifts.
    • Popular Articles

    • How To: Add Workflow Delegation for Backup Approval

      If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...
    • How To: Enter a Manual Check

      Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step.  Do not Initiate Payroll or Sync Time  Select New Pay Statement  Create a new pay statement using the Manual Pay ...
    • How To: Submit a New Tax Withholding Form

      Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...
    • How To: Enroll in Benefits For Life Change Event

      To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...
    • How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)

      To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
    • Related Articles

    • How To: Request to Add/Update Additional Positions

      When an employee needs an additional position added or rate updated, managers can submit that request in the system. Note: If your company is not using Position Management, see How To: Request an Additional Employee Pay Rate From the Home dashboard, ...
    • How To: Request an Employee Base Rate Change

      When an employee needs a change to their base pay rate, managers can submit this request directly through the system. Follow the steps below to complete this action. On the Home tab hover over the Requests icon and select Base Pay Change. If you do ...
    • How To: Upload Employee Documents

      When a manager needs to upload an external document to an employee's file for record keeping, they can do so in the system. On the employee's profile, go to the HR tab and jump to Employee Documents. Click on the Add New button. Click on the Choose ...
    • How To: Modify Employee's Time Off Balance

      To manually override or modify employee time balances, navigate to the Accrual Balances report (My Team > Accruals > Balances) Select the employee to modify and click Change Remaining:  Select the change you want to make: Add time to the current ...
    • How To: Request an Additional Employee Pay Rate

      When an employee needs an additional rate, managers can submit that request in the system. Note: If your company is using Position Management, see How To: Request to Add/Update Additional Positions. From the Home dashboard, hover over the Requests ...