GETTING FAMILAR WITH THE SCHEDULING FORM’S COMPONENTS

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: Clock-In - Using the ‘IN’ button, this captures only the date and time of the punch. Clock into Project - ‘PROJECT’ button - Department, Operation, Project, and Phase. Clock into Project Task - ‘PROJECT’ button - Project, Phase, and Task. Clock into Task and filter by Department using the ‘PROJECT’ button.

	When deselected, employees have the option to: Clock into Project - Department, Operation, Project, and Phase Clock into Project Task - Project, Phase, and Task 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 the ‘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.

	By default, the label that appears on the paid-break button is ‘PAID BREAK’. You can edit the text to display something different, such as ‘COFFEE', as shown in this example.
	The default label for the unpaid break button is ‘UNPAID BREAK’. You can edit the text in this field to display the label of your choice. In the example to the right, the unpaid-break button label has been edited to read ‘LUNCH’.

CREATE A SCHEDULE

Navigate to the Schedules form.
Right-Click in the Schedules panel to pop-up the Add/Delete menu.
Click ‘Add’
Give your schedule a Description and click OK. (Note: you can add an ID number of your choice or allow the system to automatically assign the next available number.)
Configure the schedule to fit your organization’s needs.

Configuring Schedules

TIME PERIODS

There are two methods for creating your time periods. One involves adding workdays, start times, end times, and shift numbers via the ‘Periods’ tab (area #2 of figure-1), and the other utilizes a click-and-drag method on the workday timeline along the bottom of the Schedules form (area #3 of figure-1).

The click-and-drag is the fastest way to initially setup your time periods. Utilizing the Periods tab allows for more granular configuration but takes a little longer. So, we recommend you begin with the click-and-drag method first.

CLICK-AND-DRAG

Select the schedule you would like to configure. In this example, we’re going to configure our ‘Office Shift’ Monday through Friday, 8:00 AM to 5:00 PM.

While holding down the left-mouse button, click-and-drag to highlight the days and range of hours you desire. Selected workday periods display in green, and there are now records showing in the ‘Periods’ tab. Now, we’ll remove the four extra 15-minute time blocks from 7:00 AM to 8:00 AM.

To remove time blocks, hold down your right-mouse button while clicking-and-dragging to select the time blocks you want to remove. Note: When holding down the right-mouse button, the selection area is red.

Ensure that each of your periods has a unique ‘Shift’ number 👇

ADD A NEW TIME PERIOD

Select the Periods tab.
Right-click in the gray area and select ADD. A new record will be created and it will default to Sunday, by default.
Click in the Day column to select your desired day from the dropdown.
Edit the Start time.
Edit the End time.
Add a unique Shift number.