Company: Select the company to which the employees belong who are being placed on their shift

Schedule: The Timekeeper must select the schedule for which they are responsible from the drop down list. If they are responsible for multiple schedules, then only ONE can be selected at this time.

Shift Code: Select the shift that the employees are being scheduled on for the selected time period. (Note that this is optional and is normally not selected when scheduling employees.)

Schedule Date: Select the date from which the employees were saved to the schedule, and for which they have not yet been scheduled on a shift.

Division| Department| Section: Filter the names of employees shown for schedule by selecting the relevant division,department or section. (Optional and not normally used.)

Filter Employee: This list of filtered employees based on the Company and Schedule Date selected (and division/department/section if used) is visible here for the employees to be added to their shift. Double click on the names of those persons who are to be placed on the selected shift to move them to the list on the right.

Employee in Shift: This list shows all the employees who were moved from the list on the left and who will be placed on the selected shift for the time period. If a name was mistakenly added to the list and is to be removed and returned to the filtered list on the left, then double click to revert.

To add more names, double click the relevant name(s) on the left to add them to this list.

From Date: Select the date from which the employee in the "Employees in Shift"list will be scheduled on the selected shift.

To Date: Select the date to which all the employees in the "Employees in Shift"list will be scheduled on the selected shift.

N.B. Note that when using this scheduling option, persons can be scheduled for the entire year if required as their shift and days of work are consistent and rarely changes. If there is an exception and their shift has to be changed on a particular day for any reason, this can be easily changed using the Schedule Individual Employee option.

Type of Scheduling: Choose the type of scheduling based on one of the options below.

1. Every Day in a selected time period: Select this option if the selected employees work every day of the week on the selected shift i.e. Monday - Sunday. N.B. This will be their pattern of work for the entire period for which they are being scheduled.
2. Monday - Friday: Select this option if the selected employees work Monday to Friday, one ONE shift for the entire week.  N.B. This will be their pattern of work for the entire period for which they are being scheduled.
3. Certain Days of the Week: Select this option if the selected employees work on certain days of the week, and then select the days that they do work. e.g. Monday, Wednesday and Friday OR Monday, Tuesday, Thursday and Friday, etc. N.B. This will be their pattern of work for the entire period for which they are being scheduled.
4. A number of days on and a number of days off: Select this option if selected employees work a certain number of days on and a number of days off. Once selected, then pick the days of the week that you wish to schedule the employees for. If they are working on that week day, select YES and if they are NOT working on that day, select NO. N.B. This will be their pattern of work for the entire period for which they are being scheduled.

Float Employee: Select NO if the employees work on the shift to which they are assigned. (This is the option most frequently used.)

Only select YES if the shifts linked to the schedule have been setup as consecutive shifts and the employees' shift will be assigned based on their IN/OUT punch time, and not on what has been scheduled for them. As such they are considered to be "Floating Employees" as they float between shifts.

Omit Holidays: If the employees do not work on holidays, select YES. The days flagged as holidays on the calendar will be omitted when the shifts schedule is saved.

Otherwise, select NO if the employees DO work on holidays. If NO is selected, then employees will be assigned shifts on days flagged as holidays on the calendar.

Click the scroll bar in the employee listing on the right, to highlight all employees in BLUE to be scheduled. Only those records highlighted in Blue will be added to the shift.

Once all fields are selected, click Save Shift Schedule (on the bottom right of the screen) to save the record. At this point shifts will be assigned to the selected employees for the entire time period indicated.

This can be viewed in the Schedule individual Employee Screen for verification.