How To: Create Base Schedule Settings

From the Schedules tab of the dashboard, go to Schedule Settings. Or, from the Main Menu go to Settings > Scheduler Setup > Schedule Settings.

    

1) Click on the Add New button to create a new schedule. 

2) Enter the Name of the schedule and select the Cycle Start Date and Cycle Length. 

3) Click Save to move onto the next step. 

Note: The Cycle Start Date will determine the day of the week every schedule will begin on. We recommend aligning that date with the start of your company work week (for example, if your work week runs from Sunday through Saturday, choose a Sunday for the Cycle Start Date).

Click on the Select Employees icon in the Schedule Managed By field.

Select multiple managers by clicking the check boxes and then the Add Selected button, or add them one at a time by click on the (+) icon. 

You can review all managers assigned by clicking on the Selected tab. If all necessary managers have been selected, click the Use Filter button. 

The Employee's Scheduled filter should be left as is (Group: All Company Employees). Cost center settings will restrict which employees appear on a given schedule. Add the Posting and Unposting workflows to their respective fields. 

Click the Add Location/Dept/Job button under Use Cost Centers For Schedule (the name of the cost center tree on this button may vary depending on your company setup). 

Add all cost centers that should be included on this schedule. You can narrow the list by using the Full Path column search bar. Click Add to finish. 

Once added, the selected cost centers will appear in the schedule settings. 

Optionally, you can add a Schedule Constraint to set a maximum budget or maximum total hours for the schedule. 

Click the Save button to finish. 

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