How to add Schedule Plans to the Left Nav
EasyScheduling is required to add a Schedule Plan
By default, a Schedule Plan is created in the Initial Setup Wizard
What is a Schedule Plan?
A Schedule Plan is a calendar where employees are scheduled. Multiple calendars can be added and employees can be assigned to different calendars. Calendars can be added with different Schedule Criteria, or rules, in which employees need to be scheduled.
1. Click to open the Global Settings.
2. Click Employee Scheduling to expand the options and select Schedule Plans.
3. Click and select Add
Display name of the Schedule Plan
Starting date you can add Schedules.
* Please backdate if necessary
* Once the Schedule Plan is added, you cannot edit the Effective start date.
|Effective end||Change only if you plan for this calendar to end. Schedules cannot be added after the Effective end date.|
|Time Zone||Time Zone reflected on the calendar.|
|Schedule Criteria||Select a Schedule Criteria.
Need a custom Workflow? Please contact us for assistance!
|Allow shift drop||Enables the Shift drop workflow option|
|Allow shift swap||Enables the Shift swap workflow option|
|Shift drop workflow||Select a Shift drop workflow|
|Shift swap workflow||Select a Shift swap workflow|
|Publish shifts||Select a Publish shifts workflow|
|Publish open shifts||Select a Publish open shifts workflow|
|Cancel shifts||Select a Cancel shifts workflow|
|Cancel open shifts||Select a Cancel open shifts workflow|
|Cancel staffing||Select a Cancel staffing workflow|
|Pickup Workflow||Select a Pickup workflow|
By default, all Custom Fields and all Groups are assigned to the calendar. Here you can restrict the calendar to only employees with certain Custom Fields or Groups assigned.
|Allow publish with Jumps||
If Yes - Can publish schedules in future weeks before the current week's schedules are published.
If No - Cannot publish schedules in future weeks before the current week's schedules are published.
|Enable job selection||
Enables the Job Selector when adding shifts.
Select a Recommendation Engine to be used by the Schedule Plan.
|Days before create shift:||
Total days ahead you can view in the Scheduler.
e.g. 15 = able to view shifts 15 days in the future.
|Est. Break (min.)||
Default break that will be displayed when adding shifts.
The break time entered is only used for “Planned” hours totals accuracy in the Scheduler. Entering a break time will not deduct the break automatically from the hours worked on the timecards.
5. Click to add the Schedule Plan
* The Schedule Plan will appear in the EasyScheduling Left Nav