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GETTING FAMILAR WITH THE SCHEDULING FORM’S COMPONENTS

1 - Schedules

When adding new employees to your organization, they will automatically be assigned to your ‘Default’ schedule. So, in this example, a new employee will be assigned to the ‘Shop Day Schedule’.

If this option is selected after employees have already been added, you’ll want to update employee shifts in the 'Employee' tab in area #2 shown on Figure-1.

It is highly recommended that you select the most commonly used shift as your default. It’s better to have a new employee assigned to the wrong shift, than not have them assigned to a shift at all.

This setting will determine if the employee gets paid for any time recorded before his/her schedule begins, and/or after his/her schedule ends. Regardless, the actual time is captured on the punch. So, the question here is: When an employee assigned to a shift that starts at 7:00 AM clocks-in at 6:45 AM, does your organization pay that employee for the extra 15 minutes outside of his/her shift? If the answer is “Yes”, then you want to check the ‘Allow Extra Time’ checkbox.

When an employee at your organization clocks-in at the beginning of his/her shift, is it known the moment they’re clocking-in what Project, Phase (aka: Work Order, Job), or Task they need to be clocking into?

If you answered - “No”, then you probably want the employee to have the option to start their day with a clock-IN, but NOT require it be associated with a specific project, phase, or task.

When selected, employees have the option to:

  1. Clock-In - Using the ‘IN’ button, this captures only the date and time of the punch.

  2. Clock into Project - ‘PROJECT’ button - Department, Operation, Project, and Phase.

  3. Clock into Project Task - ‘PROJECT’ button - Project, Phase, and Task.

  4. Clock into Task and filter by Department using the ‘PROJECT’ button.

When deselected, employees have the option to:

  1. Clock into Project - Department, Operation, Project, and Phase

  2. Clock into Project Task - Project, Phase, and Task

  3. Clock into Task and filter by Department

If your organization provides paid breaks, selecting this option will display buttons in the application allowing employees to clock-in to the break. However, many organizations setup breaks to record a clock-in/clock-out at a set time automatically. Learn more about configuring breaks here. Note: in this example, the break is titled ‘COFFEE’. To customize the title of your breaks, see ‘F' and 'G’ below.

When ‘Unpaid Break' option is selected, a button will display in the application allowing the employee to record a clock-in to the unpaid break (’LUNCH' in this example), and an ‘END BREAK’ button to clock-out of the unpaid break.

  1. SCHEDULE CONFIGURATIONS

  2. GRAPHIC TIME LINE

CREATE A SCHEDULE 

  1. Open the SCHEDULE form:  Settings → Schedules 

  2. Add a new schedule by clicking the list of schedules and choosing ADD 

  3. Give this schedule a number and a Description and click OK 


TIME PERIODS 

There are two methods for adding time periods to a 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 

Each shift in a schedule needs to have a numeric link.
In the example above Monday is shift 1.00, Tuesday is shift 2.00, and so on.


OVERTIME 

There are three overtime threshold cells that are used for calculating overtime on a schedule.


BREAKS 

Define breaks for a given schedule.

Break Duration is measured in minutes.


ASSIGN EMPLOYEES TO A SCHEDULE

  1. Go to an employee record and select the LABOR tab

  2. Assign a Schedule to the employee by left clicking the blue link and selecting a schedule

LINK TO VIDEO: https://youtu.be/ea63AoJE1oo

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