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Refer Link to companion video tutorial > https://youtu.be/ea63AoJE1oo |
CREATE A SCHEDULE
Open the SCHEDULE form: Settings
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→ Schedules
Add a new schedule by clicking the list of schedules and choosing ADD
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Give this schedule
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a number and a Description and click OK
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TIME PERIODS
Add There are two methods for adding time periods to a schedule schedule.
Method 1: Select the PERIODS tab, right click in the gray area and choose ADD. Use the drop-down menu to choose the day you want. Manually enter in the start time and the end time
Method 2: Left click and drag your mouse to where the time period will end
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For example, I want to add Tuesday through Friday, 8am to 5pm. I didn't drag it all the way over to 5:00 so we left a half hour off. I left click and drag the rest of the way over. Now in the periods Tuesday through Saturday. I actually grabbed an extra day, 8:00 through 5:00. To remove Saturday, right click and choose DELETE, or right click, hold and drag, and let go. This removes that time period for each time period we've added. We need to add a numeric link to a shift for this schedule. Here we will start with Monday and go down, so Monday will be shift 1, Tuesday shift 2, and so forth. |
OVERTIME
Overtime can be calculated by the day, or by each individual shift.
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When we go over 40 for the week … put in 40, then as soon as we get over 40 and we're on the day shift, it will start to calculate those labor time over 40 as overtime. |
BREAKS
By default, breaks appear on the time clock as “paid break” and “unpaid break.” Breaks can be renamed so they will show up differently, e.g., coffee break, lunch break.
Define when these breaks will occur. Go to the BREAKS tab, right click, and choose ADD.
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For example, we want a break on Monday. Define the lunch break on Monday, 12 pm to 1 pm. Duration is always in minutes, so for an hour use 60 minutes. Now we see a red section showing that a break on Monday. Copy that same break to the rest of the schedule. Right click, choose DUPLICATE, click the dates to which we want to extend this break, and hit OK. |
ASSIGN EMPLOYEES
Go to an employee record and select the LABOR tab to view the schedule there.
Click on NONE to choose this new schedule. Now we've added this employee to the new Day Shift schedule.
Open the time clock, clock in as this employee and make some time punches.
USE A SCHEDULE
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In the time clock form you can see some information about the time punches we just created. I can see which shift they were on. For example, our schedule shows that shift 3, on Wednesday, starts at 8:00 am and ends at 5:00 pm. |
EXTRA TIME
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We don't have any extra time here because I clocked in during my schedule and didn't clock in early or late. Let’s say that I clock in early at 7:50 am, 10 minutes before my scheduled start time, and clock out at 10:31 am, adding extra time of 10 minutes. I clock in again at 10:31, work until the end of the day, and clock out at 5:31 pm. My shift ends at 5:00 pm, adding 31 minutes of extra time. We've told it that we can work eight to five, and we worked more than that, 9 hours 41 minutes. Because we are not allowing extra time, these 41 minutes will be held from the labor record. If we allow extra time for this, it will be added to the labor record. |
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Each shift in a schedule needs to have a numeric link. |
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OVERTIME
There are three overtime threshold cells that are used for calculating overtime on a schedule.
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BREAKS
Define breaks for a given schedule.
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Break Duration is measured in minutes. |
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ASSIGN EMPLOYEES TO A SCHEDULE
Go to an employee record and select the LABOR tab
Assign a Schedule to the employee by left clicking the blue link and selecting a schedule
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