Assign/Reassign Employee Schedules and Rules

Explanation

This activity is used to assign or change a schedule assigned to a single employee. Be aware, however, that if said employee has absences or absence requests registered during a period covered by a new schedule, you will not be notified about possible data inconsistencies.

Prerequisites

In order to perform this activity:

• Employee have to be registered in the system.
• Schedules have to be registered in the system.
• Wage Classes have to be registered in the system.
• Rules have to be registered in the system (Optional).
• PHC Schedules have to be registered in the system (Optional).
• Emergency Schedules have to be registered in the system (Optional).
• Selection Groups have to be registered in the system (Optional).
• Increment Schedules have to be registered in the system (Optional)

System Effects

As a result of this activity, a schedule will be assigned or changed for a selected employee.

Window

Employee Schedules and Rules

Related Window Descriptions

Employee Schedules and Rules

Procedure

1. Open the Employee Schedules and Rules window and add a new record.
2. In the Employee ID field, enter the identifier of an employee whom you want to assign to a schedule.
   Alternatively, search or populate for an employee who is already assigned to a schedule in order to check his or her schedule information.
3. In the Valid From field, enter the start date of the schedule and/or rule assignment.
4. In the Valid To field, enter the end date of the schedule and/or rule assignment.
5. In the Wage Class field, enter the wage class which you want to assign to the employee (you can read more about it here).
6. In the Schedule field, enter the schedule to which you want to assign the the employee.
7. In the Shift field, enter the shift which you want your employee to work.
8. In the Shift at Valid From field, you can enter from which shift the employee will start working.
9. In the Time Base field, select how the employees will report time. Following values are available:
   • Manual clockings - employees will enter the clocking information on a daily basis via a data capture device or directly through the IFS Applications client.
   • Generated clockings - the system will automatically generate employee clocking information on a daily basis based on the employee schedule.
   • Manual results - employees will manually enter the amount of hours scheduled for him or her on a given day via the IFS Application client.
   • Generated results - the system will automatically generate the amount of hours scheduled for employees for a given day.
   • No Time & Attendance Reporting - select this option if employees are not using the Time & Attendance module but should still be connected to a schedule. The schedule cannot contain day types.
   • Gross Time Reporting - Use this option when time should be accounted from the in-time to the out-time without considering the intervals in a day type.
10. Select the Entitled to Overtime check box if the employee schedule should allow overtime to be calculated. If cleared, the time card calculation will not recognize an overtime interval, meaning that Overtime Cash and Overtime Comp clockings will be calculated as Normal.
11. Select the Flexible Work Time check box if the schedules daily hours of employees should be counted only from the moment they clock in.
12. In the Rule Type field, you can enter identifier of a rule which combines an overtime rule, a parameter list and a number of time balances. This rule will be assigned to the employee and used in their time and attendance calculation.
13. In the Increment Schedule Identity field, you can enter the identifier of an increment schedule which will be connected to employees.
14. In the Increment Shift field, you can enter the shift of the increment cycle schedule to which the employee should be assigned.
15. In the Increment Shift at Valid From field, you can enter the increment shift from which the increment schedule should apply on a day when the employee starts work.
16. In the Emergency Schedule field, you can enter the identifier of an emergency schedule which will be connected to employees.
17. In the PHC Schedule field, you can enter the ID of a public holiday compensation schedule. The schedule manages how the hourly salary of an employee is calculated if a public holiday takes place during a standard working day.
18. In the Selection Group field, you can add the employee to a predefined selection group.