Employees are able to add shifts only during open time frames. These time frames are determined by the values entered on the Self Schedule Tab on the Staffing Configuration screen for the organization unit selected.
On the days that self-scheduling is available, a drop down arrow appears on a schedule cell. Click on this arrow to open a listing of activity codes that are authorized for self scheduling. The authorized activity codes listed are set up on the Indicators tab on the Activity Codes screen.
To add a self scheduled shift, complete the following steps:
Note: Authorized users can submit requests for other employees. Use the Employee Search page to find and open the employee record.
These options can be selected from the drop down arrow menus. If this information is not updated, the employee will be scheduled for the default values that are displayed in these fields. Note: The drop-down menu for the Organization Unit field is only available if the employee has positions in multiple Labor Distributions. The drop down menu for the Profile field is only available if an employee qualifies for more than one profile in the selected organization unit.
Note: Activity codes are only displayed here if the following conditions are met:
Note: The assigned shift is for the activity code selected and the profile selected in the in the Current Display. To schedule a different profile, the new profile must be selected in the Profile field in the Current Display section in the left pane.