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Call Off

The Call Off scheduling assistant function opens a wizard used to search for employees who are working during the selected time frame to identify employees to call off or send home. All or a part of the schedules of the selected employees can be removed from the schedule screen and the employees can be given an alternate activity code or pay code, such as a low census code.

How it works:

The system first determines which employees are working a schedule that overlaps all or a part of the call off time frame. This time frame is determined by one of the following methods:

The system then determines which employees are eligible to be called off based on the qualification rules set up on the specified selection style. The scheduling assistant may run multiple passes. For example, the first pass may look for employees who are over their overtime hours and the second pass for employees over their approved hours.

The process then gives you a list of qualified employees. You can select the employees to be called off and whether to call off all or a part of the scheduled activities for the employees. You also determine if the employees are given a replacement activity code, such as Low Census.

To run the Call Off scheduling assistant, complete the following steps:

  1. Start the scheduling assistant by using one of the following methods.

    The Call Off scheduling assistant wizard appears.

  2. Some fields are filled in for you. Update any prefilled fields and enter the necessary information in the remaining fields.
  3. When all fields are completed, click Next.
  4. As the process begins, the qualification rules may appear, indicating that field values can be changed.

    The availability of these fields depends on whether each field is allowed to be viewed or is hidden, as set up on the Selection Style.

  5. Click Next.
  6. As the process continues, the sorting rules (how the qualifying employees will be ordered) may appear, indicating that field values can be changed.

    The availability of these fields depends on whether each field is allowed to be viewed or is hidden, as set up on the Selection Style.

  7. Click Next.

    A list of qualified employees appears. Employee names appear under each pass that they qualified for, listed in the order determined by the sorting rules.

    Some employees may qualify for more than one activity code within a pass and for more than one pass.

  8. If desired, click an employee name to see the employee's contact information.
  9. For the employees you would like to remove from the schedule, click the drop-down menu in the Replace/Remove column.

    Several options appear, such as All, Overlap, Beginning, and End.

    If you leave the drop-down menu blank, the employees are not affected by the rest of your actions in the wizard and their schedules are not affected.

  10. Select an option from the menu, depending on whether you want to replace all or part of the schedule with a different activity code or pay code or to remove the schedule from the schedule screen.

    Replace/Remove Option

    Result*

    All

    Removes the entire schedule or replaces the entire schedule with a new activity.

    Overlap

    Removes or replaces the part of the schedule that overlaps the call off time frame selected in step 2.

    Beginning

    Removes or replaces the part of the schedule that overlaps the call off time frame and removes the part of the schedule that occurs before the call off time frame.

    End

    Removes or replaces the part of the schedule that overlaps the call off time frame and removes the part of the schedule that occurs after the call off time frame.

    *To determine whether to remove or replace the schedule, the system uses the option you choose in this step along with your decisions in step 12.

  11. Click Next.
  12. Enter a replacement Activity Code or Pay Code, or leave the fields blank to remove the original schedule.
  13. Click Finish.

    The affected employees' schedules are removed or replaced.

The following table explains how the selections you have made throughout the previous steps will affect the original schedule. The Call Off Time Frame in the final column is based on your selection in step 2.

Option Selected in Step 10

Decision Made in Step 12

Result

Example (some examples may not necessarily be realistic, but are meant to show how the process works)

All

Leave fields blank

Entire schedule is removed

Original schedule = 0700-8

Call off time frame = 1100 to 1500

Result =

0700 to 1500 is removed

All

Enter an activity or pay code

Entire schedule is changed to the new code

Original schedule = 0700-8

Call off time frame = 1100 to 1500 to be replaced with 1900-4

Result =

0700 to 1500 is removed

1900 to 2300 is added

OR

Original schedule = 0700-8

Call off time frame = 0700 to 1500 to be replaced with LC (low census activity code)

Result =

0700-8 is removed

LC (for 0700 to 1500) is added

Overlap

Leave fields blank

The part of the original schedule that overlaps the call off time frame is removed, leaving any scheduled time before and after the call off time frame unaffected.

Original schedule = 0700-12

Call off time frame = 1100 to 1500

Result =

0700 to 1100 remains

1100 to 1500 is removed

1500 to 1900 remains

Overlap

Enter an activity or pay code

The part of the original schedule that overlaps the call off time frame is replaced, leaving any scheduled time before and after the call off time frame unaffected.

Original schedule = 0700-10

Call off time frame = 1100 to 1500 to be replaced with 1900-4

Result =

0700 to 1100 remains

1100 to 1500 is removed

1500 to 1700 remains

1900 to 2300 is added

Beginning

Leave fields blank

The part of the original schedule that overlaps the call off time frame and the time before the call off time frame are removed. Any scheduled time after the call off time frame is not affected.

Original schedule = 0700-12

Call off time frame = 1100 to 1500

Result =

0700 to 1500 is removed

1500 to 1900 remains

Beginning

Enter an activity or pay code

The part of the original schedule that overlaps the call off time frame is replaced and the time before the call off time frame is removed. Any scheduled time after the call off time frame is not affected.

Original schedule = 0700-10

Call off time frame = 1100 to 1500 to be replaced with 1900-4

Result =

0700 to 1500 is removed

1500 to 1700 remains

1900 to 2300 is added

End

Leave fields blank

The part of the original schedule that overlaps the call off time frame and the time after the call off time frame are removed. Any scheduled time before the call off time frame is not affected.

Original schedule = 0700-12

Call off time frame = 1100 to 1500

Result =

0700 to 1100 remains

1500 to 1900 is removed

End

Enter an activity or pay code

The part of the original schedule that overlaps the call off time frame is replaced and the time after the call off time frame is removed. Any scheduled time before the call off time frame is not affected.

Original schedule = 0700-10

Call off time frame = 1100 to 1500 to be replaced with 1900-4

Result =

0700 to 1100 remains

1100 to 1700 is removed

1900 to 2300 is added