Profiles - Self Schedule Group Parameter
The Profiles screen, Parameters tab is where the Self Schedule Group value is entered. This needs to be set up if the organization unit is using the Self Schedule Groups to limit the times certain profiles can access the self-scheduling feature.
When an organization unit wants to stagger the times that employees can access the self scheduling feature, the Self Schedule Group Order Table is set up. The Self Schedule Group Code is entered in this table, and then needs to be linked to the profiles and/or employees that are included in this group.
The profiles included in the group have the matching code set up on Profile Parameter Self Scheduling Standard Alpha 1 field. Additional employees can be included by entering the Self Schedule Group code in Employee Labor Distribution Parameter Self Scheduling Standard Alpha 1.
Employee Labor Distribution Parameter Self Scheduling Standard Alpha 1 is used to assign an employee directly to a schedule group. The value entered in this field will override the schedule group assigned to an employee's matching profile.
The employee will only have access to the self scheduling feature during the time frames assigned to the schedule group entered in this field, and will not have access to the self scheduling feature during the time frame assigned to the schedule group of the matching profile.
Valid Values:
Any alphanumeric value that matches a value entered into the Code field of the Self Schedule Group Order Table.
Note: This parameter is found in the Employee record section>Employee Sections>Labor Distribution screen>Parameters tab.
Profile Parameter Self Scheduling Standard Alpha 1 is used to create Profile Groups used with the Schedule Group Order Table. The group name is also entered into the table in the Code field. All profiles that are assigned the group name via this parameter will have access to the self scheduling screens during the time frame set up on the table.
Valid values:
Any alphanumeric value.
Note: The value entered here must exactly match a value set up on the Self Schedule Group Order Table. There is no look up value or validation done on parameters to verify that this matches a Self Scheduling Group Code.
Note: When Self Schedule Groups are used, each authorized employee must be assigned to a Self Schedule Group, either via a profile or through the employee record, UNLESS there is an End Gap, where all employees in the organization unit are authorized to self schedule.
An End Gap is when there is a space of time between the lowest End Day value in the Self Schedule Group Order Table and the Self Schedule End Advanced Days value. The self schedule period for the end gap begins the day after the lowest End Day value and ends on the Self Schedule End Advance Days value.
Note: All employees who are allowed to self schedule may do so during this time, including those who are not in any Self Schedule Groups. If there is no end gap, any employee who has not been assigned to a Self Schedule Group will never be able to access self scheduling.
Steps to add a Self Schedule Group to a Profile:
- From the Configuration section>Labor Distribution card>Profile screen, search for and select the profiles to be updated.
- Open the Parameters tab, then expand the Category - Self Scheduling card.
- In the Self Scheduling Standard Alpha 1 field, enter the Self Schedule Group code. This must exactly match the value entered in the Self Schedule Group Order Table.
- Save the record.
Note: Multiple profiles can be assigned the same Self Schedule Group at the same time using the Replace feature. For more information, see Replacing Record Values.