Creating a One-time Schedule

You can create a One-time Schedule (OTS) for selected team members or for every member of a team. After creating an OTS, you plot the shifts, employee assignments, and labor metrics for the duration of the schedule.

  1. Select Scheduling > Multi-view Scheduler > One-time Schedule > Manage One-time Schedules.
  2. Click Create New Entry.
  3. Specify this information:
    Unit
    Select the unit or team to use this OTS.
    Sub-unit(s)
    Optionally, select specific sub-units or select ALL to include all sub-units under the selected parent team.
    Include Areas
    Select the check box to include areas in the rotation.

    This check box is disabled if specific sub-units are selected. Similarly, you cannot select sub-units if this check box is enabled. Selecting this option disables the Assign Staff buttons and the Job option is selected by default.

    Name
    Specify a name for the OTS.
    Description
    Optionally, specify a description of the OTS.
    Source Template
    Optionally, select an OTS template. If a template is selected, the start date and end date are automatically populated for the next schedule period.
    Staffing Requirement Template
    Optionally, select one or more Staffing Requirement Templates (SRTs). If selected, the OTS uses workload requirements from the chosen SRTs to determine staffing coverage. A warning will appear if you select SRTs with varying effective dates when creating the OTS.
    Note: You can only select one staffing template per team. Selecting more than one results in an error upon submission. Additionally, a warning appears if you select SRTs with varying effective dates when creating the MR.
    Start Date
    Specify the start date for the OTS.
    End Date
    Specify the end date for the OTS.
  4. If the OTS is not based on a template, select an option in the Assign Staff section to determine how to assign staff to the OTS:
    Team
    Select this option to create a schedule row in the OTS for every employee in the selected team or unit.
    Individual Employees
    Select this option and specify the employees in the Select Employees field to create a schedule row in the OTS for specific employees. By selecting this option, you can select employees from both the selected parent team and its sub-units.
    Jobs
    Select this option to create an OTS with a specified number of rows per job. See Creating a One-time Schedule with number of rows per job.
  5. If the Team or Individual Employees option is selected, then select the default sorting to apply to rows in the OTS in the Employee Sort drop-down menus. Rows can be sorted by Employee Name or Employee ID in Ascending or Descending order.
  6. If the Team or Individual Employees option is selected, then select the default set of labor metrics for rows in the OTS in the Row Costing drop-down menu. Select Employee-based to use labor metrics from each employee's default labor allocation. Select Row-based option to use the labor metrics that are applied to each row.
  7. Select the Auto Row Naming check box to automatically number rows based on the row order. Clear this check box to allow row names to be updated manually.
  8. Click Create.
The new One-time Schedule is displayed in the OTS edit screen.