Creating employee schedules

These steps must be taken to create employee schedules:

1. Check if any existing shifts and shift patterns can be used to create an appropriate schedule. Reusing existing shifts and shift patterns will minimize the amount of duplicate data that is stored in the application.
2. Create a new shift.
3. If necessary, define breaks within the shift.
4. Create a new shift pattern that orders shifts and days off in a repeating list.
5. If necessary, define the shift's labor allocation, which assigns every employee working the shift pattern to specific jobs, projects, or departments.
6. If necessary, create and assign shift premium zones to define what extra compensation employees can earn and when employees can earn the extra compensation.

Employees may work any combination of shift patterns and shifts. If so desired, system pay rules can be configured so that work that does not match an employee’s actual schedule will not be authorized by the application automatically and will require a supervisor’s authorization.

If you properly define all actual schedule elements for all employees, you will minimize the supervisor’s workload for generating payroll by reducing the number of required supervisor authorizations. Based on project requirements, you can configure the Authorize Rule to determine under what conditions employee records are authorized and unauthorized. See Pay rules and the Quick Rule Editor.