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Rotating Schedule Templates

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Updating Assigned Employees' Rotating Schedules

If a change is made to the Rotating Schedule Template, the corresponding records in the assigned employees' Rotating Schedule screen must be updated as well. When a change is made to the template, a message is displayed at the top of the screen to remind you.

Complete the following steps to update the rotating schedule in the employees' records:

  1. Click on the Assigned Employees button in the left pane.
  2. A listing of all employees currently assigned to this rotating Schedule Template is displayed. Note: If the rotation schedule has been modified in an employee's record (other than the effective and/or expiration dates and the Code) that employee is not included in this listing of employees assigned to the template.
  3. Click on the Update All Assignments button to update the employees' rotating schedules.
  4. The old rotating schedule is expired on the in the employee record, and the link is broken to that record. The date the update is run is entered in the Expiration Date field.
  5. A new rotating schedule with the same Code is created in the employee record.

    Note: It is not necessary to check the boxes to the left of the employee names to select them--all employee records are updated.