Generate Employee Schedule– A summary of the activity

 

 

 

 

Time Manage Ment Scheduling - An Overview

Getting Familiar with the pages inside

Prerequisities

What you can do in this activity

 

 

 

 

The “Employee Schedule” activity allows you to view an individual employee’s timetable for a given month. Essentially, the employee timetable shows his or her scheduled shifts versus actual attendance details.

The Juncture at Which the Employee Timetable is Generated: The system generates the employee timetable, after the following have been carried out:

What the Employee Timetable Shows: Each date in the month is displayed, along with the scheduled shift on this date and attendance for this scheduled shift. Consolidated details on the number of shift deviations, time deviations, weekly offs and holidays also form a part of the employee timetable. The timetable contains

Through this timetable, you can determine the workload of the employee for the month.

Factors Affecting the Employee’s Attendance: The primary factors that affect the employee’s attendance are

The employee inherits the sequence of shifts and the duration of each shift, from the rota or adhoc schedule. The weekly off is inherited from the rota / adhoc schedule, while the holidays are inherited from the rota plan from which the rota / adhoc schedule is derived.

The other factors that can affect the employee’s attendance are

Getting familiar with the pages inside

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…To carry out task

Employee Schedule

Generating the schedule of the employee

Error Log

Viewing the errors

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6      Hyperlinked topics below

Prerequisities

Mapping employees to a rota schedule

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What you can do in this activity

Generate  schedules for a batch of employees

View any errors that occurred during the batch process

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Generate  schedules for a batch of employees

You can request the system to generate a schedule for all the employees mapped to a rota schedule.  Generation implies that the system assigns the shifts in the rota schedule to the employees, in a batch process. You are to carry out this activity only after the employees are mapped to various schedules.

Once the schedule is generated, the employees of the organization are provided with details of weekly off, holidays and the shifts in which they are working.

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View any errors that occurred during the batch process

You can view the errors, which can be either "Critical" or "Warning". You can rectify the errors and generate the schedule again, if required.

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 Find out more 

     Can you schedule shifts on holidays?

Can an employee change his shift timings?

Can an employee switch from his allocated shift?

Is break time considered during attendance processing?

Is compensatory off allowed?

How is overtime calculated?

Can you create spot schedules?

Create and publish an employee timetable that embodies shifts, holidays and weekly-offs

How many schedules can be planned for the employee, for a day?

When payment is on a weekly basis, how do I know when the week starts?

After time deviation has been authorized, can an employee’s shift deviation be effected on the same date?

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Can you schedule shifts on holidays?

 You can indicate whether shifts can be scheduled on holidays, through specifying “Yes” or “No” in the “Create Rota Plan” page. If you allow shifts to be scheduled on holidays, the system will treat the employee’s attendance on the holiday as either overtime or compensatory off. This will depend on what you chose in the “Set Attendance Parameters” page, where you are to explicitly define whether employee’s attendance on a holiday must be treated as

If you do not allow shifts to be scheduled on holidays, any attendance of the employee on holidays will be handled by the stored procedure rules.

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 Can an employee change his shift timings?

An employee can deviate in shift timings depending on the type of time deviation permission defined for the rota plan from which his rota schedule is derived. The type of time deviation permission could be “Not Allowed”, “With Relaxed Hours” or “With Fixed Hours”.

If the type of deviation permission is “With Relaxed Hours”, an employee can deviate from the timings of his scheduled shift, through one of the following methods:

Employee Time Deviation: Through the “Record Employee Shift Deviation“ activity, a HR person can enter the employee’s deviations in shift timings, for a given date. The deviation can be for

Employee Time Deviation, In Bulk: Through the “Record Employee Shift Deviation - Bulk“ activity, a HR person can enter time deviation, in bulk, for the employees mapped to a rota schedule. Just as in the “Record Employee Shift Deviation“ activity, deviation can be for the shift start time, end time and for the timings of the work sessions and break sessions of which the shift consists.

Employee Self Service: Through the Employee Self service component, an employee can request for a deviation in the start time and end time of his scheduled shift. He can use the following:

The request will come into effect only after the supervisor authorizes this time deviation request. While authorizing, he can edit the following

After the time deviation request is authorized, the update is reflected in the Employee Timetable.

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Can an employee switch from his allocated shift?

An employee can deviate in shift timings depending on the type of shift deviation permission defined for the rota plan from which his rota schedule is derived. The type of time deviation permission could be “Allowed” or “Not Allowed”.

If the type of deviation permission is “Allowed”, an employee can deviate from the timings of his scheduled shift, through one of the following methods:

Employee Shift Deviation: Through the “Record Employee Shift Deviation“ activity, a HR person can enter the employee’s deviations in shift for an effective period. The name of the shift to which the employee must transferred is specified, as well.

Employee Shift Deviation, In Bulk: Through the “Record Employee Shift Deviation - Bulk“ activity, a HR person can enter shift deviation, in bulk, for the employees mapped to a plan. The name of the shift to which the employee must transferred is specified, as well. Just as in the “Record Employee Shift Deviation“ activity, shift deviation can be for an effective period.

Employee Self Service: Through the Employee Self service component, an employee can request for a deviation in his scheduled shift. He specifies the name of the shift to which a transfer is required. He can use the following:

The request will come into effect only after the supervisor authorizes this shift deviation request. While authorizing, he can edit the following

After the shift deviation request is authorized, the update is reflected in the Employee Timetable.

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Is break time considered during attendance processing?

This will depend on whether “Inclusive” or “Exclusive” was chosen for the rota plan from which the rota schedule was derived. If “Inclusive” was chosen, the system will include the break time in the number of working hours for which the employee will be paid. Otherwise, the break time will be excluded.

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Is compensatory off allowed?

Compensatory off can be allowed, if shifts are scheduled on holidays.

Whether shifts can be scheduled on a holiday will depend upon what is defined for the specific rota plan from which the employee’s rota schedule is derived. If the rota plan allows scheduling shifts on holidays, the system will treat the employee’s attendance on the holiday as either Compensatory off, or Overtime, depending on the choice

If shifts are not scheduled on holidays, compensatory off can be allowed only through stored procedure rules 

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 How is overtime calculated?

The overtime method of calculation is defined for the rota plan from which the employee’s rota schedule or adhoc schedule is defined. Overtime can be calculated through

The overtime conversion table can co-exist with  the stored procedure rule, to determine overtime calculations But if there is a conflict, the stored procedure rule will prevail.

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 Can you create spot schedules?

You can create spot schedules for any employee in the organization. The “Quick Employee Rota Schedule Mapping” activity allows you to map individual employees to a rota schedule at any time. Although the rota schedules are already created, you can map employees to the rota schedule. Essentially, this activity takes care of situations where new employees need to be fitted into a rota schedule

This activity consists of specifying the employee who will be mapped, and the rota schedule to which the employee will be mapped. The number of the assignment based on which he is mapped must be specified as well, because mapping is assignment-based. Finally, you are to specify the date from which the mapping will be effective. By default, the employee’s mapping will be effective until the “effective to” date of the rota schedule.

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 Create and publish an employee timetable that embodies shifts, holidays and weekly-offs

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How many schedules can be planned for the employee, for a day?

On a given day, an employee can be assigned to either a rota schedule or an adhoc schedule, but not to both.

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When payment is on a weekly basis, how do I know when the week starts?

In the rota plan from which the employee’s rota schedule is derived, you are to specify the day on which the week begins, example, Monday.

After time deviation has been authorized, can an employee’s shift deviation be effected on the same date?

A shift deviation can be effected on the same date, by one of the following methods

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