Configuring schedule periods

Schedule periods in MVS specify the duration and start date of individual schedule periods for their associated teams. The schedule period is used to pre-populate certain fields in the MVS schedule screens. For example, schedulers in the Advanced Schedule View (ASV) can display schedules for the current, previous, or next schedule periods.

Schedule periods should be defined for each team according to their scheduling requirements. Schedule periods can be configured as one week, which is the default, or can be configured as multiple weeks or monthly. The monthly option uses each calendar month as an individual schedule period. Schedule periods spanning multiple months are not supported.

Out of the box, the start date for the default schedule period coincides with the DAY_WEEK_STARTS registry parameter. If the DAY_WEEK_STARTS parameter is set to MONDAY, then the default period starts on Monday. The DAY_WEEK_STARTS registry parameter also determines the start day of the week used to calculate employees' weekly scheduled hours in the MVS scheduling screens.

You can use the Schedule Period maintenance form to change the start date for the default schedule period. You can also use this form to add new schedule periods or to edit the start date and duration of existing schedule periods. Schedule periods are associated to teams. When the team schedule is retrieved in ASV, the system knows which schedule period to retrieve based on the date selected. Any changes in this maintenance form have no effect on the DAY_WEEK_STARTS parameter.

For example, if your default schedule period has a one week duration with a start date of Monday, January 4, 2021, then your first schedule period is January 4-10. The next schedule periods start on the following Mondays, for example January 11-17 and January 18-24. When teams associated with the schedule period are selected in screens that retrieve the schedule period, such as ASV, the system can automatically populate the current schedule period.

Associating schedule periods to teams

Associating teams with schedule periods is done from the Team maintenance form. A team can be associated with only one schedule period. However, a schedule period can be associated with more than one team. When associating a schedule period to a team, you can also apply the same schedule period to all that team’s sub-teams by selecting the Apply to Sub Teams check box. If a sub-team with an inherited schedule period needs to be updated, you can override the schedule period so that the sub-team no longer inherits the schedule period of its parent team.

If a schedule period is not explicitly associated with a team or not inherited from the parent team, the default schedule period is used. If a schedule period currently associated to some teams is deleted, those teams revert to being associated with the default schedule period. The default schedule period cannot be deleted, though the period can be edited.

See Overriding the schedule period of a team.

ASV cannot load schedules based on schedule periods for teams that use different schedule periods. You must select the schedule dates to display in ASV using a different option or manually.