Change Schedules and Rules Assigned to Employee
Explanation
This activity is used to change the schedules and rules information linked to the
employees. You can use two separate wizards to change this information. That is,
a separate wizard can be used, based on whether you want to change the
information for one employee or a group of employees.
When you change the schedule information using the wizard, an employee's
existing schedule assignment will automatically expire and a new assignment will
be created. If IFS/Time and Attendance is installed, it is
possible to define whether the changes should affect already registered
transactions. When the option is used, registered transactions are regenerated
and recalculated according to the information of the new schedules and rules.
Without using the wizards, you can also change the schedules and rules
assignment of an employee, by replacing the existing schedules and rules
information with a default setup defined in the
Default Schedules and Rules window. The valid period of the schedule
assignment will not be changed with this replacement.
Prerequisites
- If a defined setup of schedules and rules is used
to change an employee's existing schedule information, setups are required
to be already defined in the
Default Schedules and Rules
window.
System Effects
- As a result of this activity, the existing records
and the new records will be updated with the changed employee schedules and
rules information.
Window
Employee Schedules
and Rules
Change Employee Schedules and Rules
Default
Schedules and Rules
Related Window Descriptions
Employee Schedules and Rules
Change Employee Schedule and Rules
(for one employee)
Change Employee Schedule
and Rules (for a group of employees)
Default Schedules and Rules
Procedure
To change employee schedules and rules information perform the following
steps.
- Open the Employee Files/Employment/Assignments/Schedules
tab or the
Employee Schedules and Rules window.
- Query or populate to find the employees for whom
you want to change the schedules and rules information.
To change employee schedules and rules information using default schedules
and rules setups;
- Select the row with the schedule assignment that
you want to change, right click and click Default Schedules and Rules
to open the
Default Schedules and Rules dialog box.
- The defined setups will be listed in this window.
Select the default set-up that you want to assign to the employee and click
OK.
To change employee schedules and rules information for one employee;
- Select the row with the schedule assignment that you want to change,
right click and click Change Employee Schedules and Rules to open the
Change Employee Schedules and Rules dialog box.
Note: The Change Employee Schedules and Rules dialog box can also be
opened from the navigator.
- The ID and the name of the employee you selected will display in the
respective fields.
- In the Valid From field, enter the date from which the schedule
assignment change is required to be valid.
- The New Valid From field will display the date specified in the
previous step.
- The New Valid To field will display the date on which the
previous schedule information of employee was due to end. This field will be
left blank if the date you specified in step 7 is later than the date on
which the previous schedule assignment was due to end.
- In the Wage Class field, enter the new wage class.
- Change the schedule information as required by entering the relevant
values in the respective field: employee's basic schedule, the shift
information, work hour rule, increment schedule information etc.
- Click Finish to save the changes.
To change employee schedules and rules information for more than one
employee simultaneously;
- Select the rows with the schedule assignments that you want to change,
right click and click Change Employee Schedules and Rules to open the
Change Employee Schedules and Rules dialog box.
- In the Valid From field, enter the date from which the schedule
assignment change is required to be valid for the selected employees.
- In the Wage Class field, enter the new wage class.
- As in steps 10 and 11, change the schedule information for the
employees.
- Click Finish to save the changes.