Defining a user work schedule header

The User Work Schedule header information identifies the default shift and role for the user and the starting and ending date for the schedule. After you save the header record, the system creates detailed records based on the default shift and role. To customize a schedule, you can edit an individual day on the work schedule, add a day, such as a weekend day that is not part of the regular shift, or delete a day.

To define a user work schedule:

  1. Select Labor > Scheduling > User > User Work Schedule. The system displays the User Work Schedule list view.
  2. Click New.
  3. Specify this information:
    User ID
    Specify the ID for the user assigned to this work schedule.
    Default Weekly Schedule
    Specify the default schedule to assign to this user.
    Default Role
    Specify the default role to assign to this user. If you change this field, the system creates updates from the current day forward.
    Start Date
    Specify the date when this work schedule is valid for the designated user. Changes to this field create updates in the detail.
    End Date
    Specify the date when this work schedule assignment ends for the designated user. Changes to this field create updates in the detail.
  4. Use the steps below to define the schedule details. When you finish, click Save to save the user schedule.