QRG Create and Open Work Schedules

Purpose

The purpose of this quick reference guide is to step through the process of creating a new Work Schedule using the Work Schedule Manager. The intended audience for this document is Standard Payroll Users.

Steps

Create a Work Schedule Record

To create a Work Schedule record, the following steps should be completed:

Click on the App Launcher icon (see Figure 1).
Go to the Schedules object by using the Search function (see Figure 2).

Click on the New button (see Figure 3).

Select the Work Schedule record type from the picklist options (see Figure 4).
Click on the Next button.
Populate the following required fields: (See Figure 5)
1. Schedule
2. Work Schedule Start Date
3. Work Schedule Number of Weeks
4. Shift Time Format
5. Break Time Format
Click on the Save button.

A new Work Schedule record with its Status as New is created and ready for Shift Records to be allocated (see Figure 6).

Open and edit an existing Work Schedule

If you wish to open and edit an existing Work Schedule after exiting the Work Schedule Manager, follow the below steps:

Go to the Schedules object.
From the list view picklist, select the view that will include the Work Schedule record to be opened.
Navigate to the required record.
Click on the Launch button (see Figure 7).

The Work Schedule record will open ready for use in the Work Schedule Manager (see Figure 8).

Field Descriptions

Field Name	Description
Break Time Format	indicates how the break time will be entered.
Schedule	is the name given to the Work Schedule record that is being created.
Shift Time Format	indicates how the work hours will be entered.
Work Schedule First Day	is the day of the week this Work Schedule starts on.
Work Schedule Number of Weeks	is the number of weeks across which this Work Schedule rotates.
Work Schedule Published From	is the date Work Schedule Entries have been created from.
Work Schedule Published To	is the date Work Schedule Entries have been created to.
Work Schedule Start Date	is the first day of the first week in the Work Schedule.
Work Schedule Total Breaks	is the total duration of all breaks in the Work Schedule.
Work Schedule Total Time	is the total Working Time in the Work Schedule.

Further Information

Document	Document Type	Description
Quick Reference Guide Index - Work Schedules	Index	An index document that lists and provides links to all Quick Reference Guides relating to Work Schedules.
Managing Work Schedules Key Information	Information Quick Reference	A quick reference guide outlining useful information relevant to the Work Schedule functionality. The document includes definitions, prerequisites and other non-instructional information relating to Work Schedules and the Work Schedule Manager.
Create and Manage Shift Records	Task Instructions	How to create and manage Shift Records using the Work Schedule Manager.

​Purpose

​Steps

​Create a Work Schedule Record

​Open and edit an existing Work Schedule

​Field Descriptions

​Further Information