Adding a Schedule Group

To add a new Schedule Group, complete the following steps:

1. From the Configuration section>Scheduling card>select the Schedule Group screen.
2. Click on the Add button to open a screen to configure a new record.
3. Enter a Code to identify this schedule group.

   A short, alphanumeric name or abbreviation identifying this schedule group.

4. Enter a Description for the label describing this schedule group.

   A description of the schedule group. This name is displayed on drop down menus which list available schedule groups.

5. Click on the Save button to save this general information.
6. Select the Criteria button, which is now available in the left pane.
7. Click on the Add Organization Unit button to select the labor distributions to include in this schedule group.
8. Select the first Organization Unit by entering the values in the required fields. The labels of the fields and the structure level where schedule groups are created are determined by your corporate structure.

   Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

9. Click on Save to add this organization unit.
10. Repeat steps 6-9, adding as many organization units as you want to this schedule group. Organization units can be from different levels and buildings.
11. To remove any organization units from this listing, check the box to the left of the record and click on the Delete Selected button in the left pane.

    Note: The same organization unit can belong to more than one scheduling group.