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Rotating Schedule Templates

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Assigned Employees

The Assigned Employees screen is used to add or view employees assigned to the template, or to update the rotating schedules of employees assigned to this template.

Note: Only employees with a HOME labor distribution that matches the organization unit values entered are included in the results list.

Steps for Adding Employees to a Rotating Schedule Template

To add employees to this template, complete the following steps:

  1. Click on the Assign button to open the Employee Search feature. To use the advanced search fields, click on the Advanced button in the left pane.
  2. Check the box to the left of each employee to be assigned to this template, then click on the icon to add the employees to the list.

    The selected employees are now assigned to the template.

    A rotating schedule identical to the template is available in the Employee record>Employee Section buttons>Rotating Schedule screen.

    Note: These employees will remain assigned to this template unless a modification is made to the template in the employee record or unless the employee is removed using the Remove Assignment button. If a modification is made in the employee record (other than the Effective Date or Expiration Date), the link is broken and the employee is no longer included in the listing of assigned employees.

Action Buttons

Assign

Remove Assignment

Update All Assignments

The following additional section options are available in the left pane:

Rotation

General

Creating a Rotating Schedule Template

Updating Assigned Employees' Rotating Schedules