Time Advantage

Scheduling (Global Changes)

Global Changes enables you to make a change to multiple employees at the same time. In the Schedule Global Changes you can also change a schedule for an individual on a single day using Daily Templates set up in Schedule Management. The screen below shows the schedule for several employees. As in other areas of Time Advantage, filters can be used to limit which employees, departments, etc. are viewed.

For each day the grid shows the scheduled Start and Stop times, Scheduled Hours, Earnings Code, and an edit symbol.
The schedules highlighted in yellow are Earning Codes that are auto generated. In this case it is Salary but can also include Holidays, Vacation, etc. assuming they are set up as auto generate and scheduled in advance.
Daily Templates at the bottom of the screen is a quick link to the Daily Template setup. A new Daily Template can be quickly added here, when needed, without going to Schedule management via the Dashboard.
Schedule Posting report at the bottom of the screen is a quick link to run a Schedule Posting Report. This link eliminates the need to run the report via the Dashboard and Reports.
To select employees who's schedules are to globally changed, check the box to the left of the names then click Change Schedule. A screen will appear with numerous fields that can be changed.

After selecting employees to be changed the screen below will appear. Select the fields to be changed and enter the new information then click Save. In the example below a date range was selected and new Start and Stop times were entered. As a result, for the employees selected, their schedules will be changed to 7:00 AM to 4:00 PM and lunch minutes to 60 minutes for 8/20/2007 to 8/24/2007. On 8/25/2007 all schedules will automatically go back to what they were.

To change a schedule on a daily basis for one employee, right click on the edit symbol for the day to be changed. A list of daily Templates available for that employee will appear in a pop up window. Click the schedule to be applied. If you want to edit the current schedule, click the Edit link on the pop up window.

If an employee calls out and you need a replacement or you simply need to add an extra employee to the schedule for a certain day and time, you can use the Availability feature to find a replacement. It is required that Availability schedules are set up in the Employee profiles to use this feature.

Click Search Filters on main Scheduling screen
Select Match All Filter from the drop-down box at the upper right corner of the screen
From the Search Criteria select filters for any categories necessary for the schedule to be filled such as Departments, Job Classifications, etc. This will narrow the employees viewed to only those who can fill the need
Next click the link for the Availability Filter Select the day or days to be scheduled Enter the Start and Stop times needed
Click OK

You will be returned to the Scheduling screen. Scroll down for an example.

The screen below shows the employees "Available" for the date and time filtered (as shown on the screen above). The employees days are highlighted in blue. To schedule one of them right click on the edit symbol then select a schedule from the pop up window or click Edit to type in a schedule