Add Activity

Choose the Add Activity button to set a core schedule for the selected days of the week in the rotation. Core schedules are populated during the scheduling process for qualified employees with an active position in the open schedule labor distribution. These schedules are populated without regard to the staffing needs value in the Needs Grid of the schedule.

Steps to Add a Core Activity to the Rotating Schedule

1. Select the days to assign the same activity code and profile combination.
   • To select a single cell, click on the upper border of the cell to highlight it.
   • To select multiple adjacent days (horizontally or vertically), hold down the Shift key, and then click on the upper border of the first cell, then click on the upper border of the last cell. The entire range of cells is highlighted.
   • To select multiple non-adjacent days, hold down the Control key on the keyboard, then click on the upper border of each cell to be configured. Each selected day is highlighted.
2. Click on the Add Activity button to add a core schedule for this employee.
3. Enter the Position Code and Profile Code to assign to the employee on the selected days.

   The profile to be assigned to the selected days. The options displayed in the Field Look Up Values are profiles linked to the position code selected for this rotation. The position field must be completed before these options are available.

   The position code to be assigned to the selected days. The position code options displayed are previously set up on the employee Labor Distributions screen.

   Note: See Employee Section>Labor Distributions for more information.

4. Enter the Activity Code to be assigned to the employees on the selected days.

   The activity code to assign to this rotation day. Note: The position code field must be entered before the activity code options (for the same labor distribution as the position) are available in the Look Up Values screen.

5. If applicable, enter the Organization Unit where this employee should be scheduled.

   The organization unit level to create the schedule. The option(s) listed here depend on the Organization Link Level selected for creating employee schedules. If the Organization Link Level selected for creating schedules is the lowest level, this field does not appear.

6. Click on the Save button.
7. If an employee has other activity code/profile combinations to be set as core schedules, repeat steps 1-5.
8. The core schedules are indicated by the core schedule icon .

   

9. More than one core schedule can be added to the same cell.

   

Activity Code

The activity code to assign to this rotation day. Note: The position code field must be entered before the activity code options (for the same labor distribution as the position) are available in the Look Up Values screen.

Organization Units

The organization unit level to create the schedule. The option(s) listed here depend on the Organization Link Level selected for creating employee schedules. If the Organization Link Level selected for creating schedules is the lowest level, this field does not appear.

Position Code

The position code to be assigned to the selected days. The position code options displayed are previously set up on the employee Labor Distributions screen.

Note: See Employee Section>Labor Distributions for more information.

Profile Code

The profile to be assigned to the selected days. The options displayed in the Field Look Up Values are profiles linked to the position code selected for this rotation. The position field must be completed before these options are available.