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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.

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.

Steps to add a Self Schedule Group to a Profile:

  1. From the Configuration section>Labor Distribution card>Profile screen, search for and select the profiles to be updated.
  2. Open the Parameters tab, then expand the Category - Self Scheduling card.
  3. 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.
  4. 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.

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

Roles

Organization Unit - Roles

Organization Unit - Indicators and Parameters

Employee Record - Roles

Activity Codes

Selection Styles

Staffing Configuration - Self Scheduling Tab

Employee Record - Labor Distribution

Event Subscriptions

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