Rotating Schedule
The Rotating Schedules button opens a screen to configure the employee core or need-based schedule rotation. These schedules are populated when the scheduling process is run for a labor distribution where the employee has a position AND where the selection style includes core schedule passes and/or need based rotating schedule passes. More About Steps for Creating a Selection Style to Enable Rotating Schedules
- The existing rotating schedules for an employee are displayed in a grid format. If the rotating schedule was from a template, there is a check mark displayed in the
Template column.A check mark in this column indicates that the rotating schedule is from a template. The name of the template is found in the Rotating Schedule Template Code field on the General tab. Templates are created and assigned to employees in the Configuration section>Scheduling card>Rotating Schedule Template screen.
- A core rotating schedule can be assigned to the employee from the Configuration section>Scheduling card>Rotating Schedule Template screen or can be created in this screen specifically for the employee.
- A rotating schedule template can be assigned to an employee to include the core schedule portion of the employee record, and then the need-based preferences can be added through this screen.
- For more information on creating a rotating schedule, see Creating an Employee Rotating Schedule.
Note: When this rotation is from a template, if any fields other than the Effective Date and/or Expiration Date are updated, the record is no longer linked to the template. Therefore, if the template is updated in the Rotating Schedule Template screen, the employee is not included in the listing to update any modifications to the rotating schedule. Any changes would need to be manually updated in this employee record.
The following sections are available when the Rotating Schedules screen is open:
General
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Opens a screen to enter the basic information on a schedule rotation, including effective dates and rotation length.
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Rotation
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Opens a screen to configure the details of the schedule rotation, including specific days of the week and activity codes to populate.
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Action Buttons
The following Action buttons may be available in the left pane for adding or deleting related records:
Add
The Add button opens a screen where authorized users can create a new record.
To add a new record, complete the following steps:
- From the right pane, click on the Add button.
- A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.
- Click on the Save button to save the record,
Note: For more information, see Adding a New Record.
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.
