Page History
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- Start of Shift
- Breaks (1 or more)
- Lunch
- End of Shift
A single employee may work different Schedules on different days - this day-to-day configuration is set up using a Schedule Group.
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Schedule Type
The Schedule Type screen allows creating, viewing, editing, and deleting of schedules within ProTrack Warehouse. Available operations on this screen will vary depending on the user privileges.
To access the Schedule Type screen:
- Log in to ProTrack Warehouse.
Select Schedule Type under the Employees menu. The Maintain Schedule Type screen appears.
Fig.1 Maintain Schedule TypeMaintain Schedule Type Field Description
Field
Description
Schedule NameType
Name for a schedule type which can be alphanumeric and must be unique.
Facility
Facility which a schedule will be associated to.
Effective Date
Date which a schedule will be effective.
Expiration Date
Date which a schedule will expire.
Start Time
Start time of a schedule.
End Time
End time of a schedule.
Activity Type
Select the activity type from the list: Start of Shift = Start of day, End of Shift = End of day, Breaks/Lunch = Blank.
Start Time
Enter the start time for this activity.
Duration
Enter the duration in minutes or hours for this activity.
TA Sourced
Start of Shift, Lunch, and End of Shift timestamps can be updated based on a Time and Attendance punch. If the activity can be updated by Time and Attendance then select the check box that corresponds to the activity.
TA Time Code
If the activity timestamp can be updated by Time and Attendance punch then select from the list what timestamp to accept: Start of Shift = Start Time, End of Shift = End Time, and Lunch = Lunch.
Duration
The length of schedule i.e how many hours employee will be working in a single day.
Max Duration
The maximum number of hours in a single day.
Add
To refresh the screen to add a new schedule type.
Delete
Delete schedule type.
Clear
Delete any unsaved changes to schedule type.
Save
Save schedule type
Table 1. Schedule Type Table 1. Maintain Schedule Descriptions
Adding a Schedule Type
To add a schedule type:
- Type the schedule type name. This cannot be changed once the schedule type is saved, so it is recommended you use a descriptive name that will not change over time.
- Select the facility for which the Schedule will be used from the drop down list.
- Click to set the effective date and expiration date Enter the duration of the schedule type in HH:mm format.
- Enter the start and end times max duration of the schedule type in HH:mm format
Click . Start of Shift Layout will popup.
Click 'Select Activity' link. Select an activity from the popup window.Info title Info - Users familiar with earlier versions of ProTrack Warehouse may note the absence of the Start and End buffer values on this screen. As of version 7.4.4, buffers are no longer explicitly configured for each Schedule, but rather are derived automatically at the time of work schedule creation. For an explanation on how this works, see the Data Processing chapter in the ProTrack Warehouse User Manual.
Fig.2 Maintain Schedule - Adding A Schedule
Fig.3 Maintain Schedule - Select Activity TypesType the start time and duration for each activity.
Tip title Tip - For the end of shift activity, be sure the entered start sime is X minutes prior to the schedule's end time, where X is the Duration of the end of shift activity.
Scheduled activities may be 'TA-Sourced', meaning their times may be adjusted by a Time & Attendance import file. Select the check box for any scheduled activities which may be adjusted by a TA import file. Breaks, Lunches, Start of Shift, and End of Shifts may all be TA-sourced. Click to save the schedule.
Info title Info - Start of Shift and End of Shift must have at least a 1-minute duration.
- Schedule Activities can only include: Start of Shift (SOD), End of Shift (EOD), Breaks (Break 1, Break 2, etc), and Lunch.
- To delete the activities selected, select the delete check box of the corresponding activities and click .
- Once a Schedule has assignments associated to it, the Schedule cannot be deleted.
Fig.4 Maintain Schedule - TA Sourced Activities
Searching Schedules
To search for particular schedules:
Fig.2 Schedule Type - Adding A Start of ShiftActivity Type will be automatically populated based on Activity Configuration.
Activity Name will be automatically populated based on Activity Configuration.
Key in Duration.
Click Activity layout will popup.
Fig.3 Schedule Type - Add ActivitySelect Activity Type from drop down.
Select Activity Name from drop down.
Key in Duration.
Click to select HH:mm to apply activity after so many hours in the day.
Enter a window of time that ProTrack will try to apply the activity in the day by clicking
Click Activity layout will popup to enter any additional activities.
Click End of Shift layout will popup.
Fig.4 Schedule Type - Add End of Shift ActivityActivity Type will be automatically populated based on Activity Configuration.
Activity Name will be automatically populated based on Activity Configuration.
- Key in Duration.
Click to save the schedule type.
Info title Info - Schedule Type Activities can be deleted individually through their popups by clicking
Searching Schedule Type
To search for particular schedule types:
The screen loads with the Search at the top of the page.
Click in the Maintain Schedule screen and a popup window appears.
Fig.5 Maintain Schedule - Search Schedule- To search for particular schedules, type the Schedule Name or click to select the Effective Date.Duration.
Click in the Search section Click in the Search Schedule screen. The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Maintain Schedule screen.
Tip title Tip - To list the schedules with schedule names starting with a particular character, you can type the character and click click . The Schedules starting with the given character are displayed in the 'Schedule Search Results' section.
- If no search criterion is specified, click and all the schedules will be listed in the 'Schedule Type Search Results' section.
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Viewing and Editing
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Schedule Types
To view and edit a schedule type:
- Search and list the schedules schedule types you want to view and edit in the 'Schedule Type Search Results' section by providing a search criterion.
Click the selected schedule name link from the 'Schedule Search Results' section. The details of the selected schedule type appear in the corresponding fields in the Maintain Schedule Type screen.
Fig.6 Maintain Schedule Type - Schedule Search Results- Change the required fields (Facility and Schedule Name are not editable). You can change activity details in the 'Schedule ActivitiesType' section. To add new activities to the schedule, click the Select Add Activity linkicon.
Click to Click to save the changes.
Info title Info - If you have made the changes in the editable fields and do not want to save the details, click before click before you save the changes.
- If you want to add a schedule at this point in time, click click to bring the Maintain Schedule screen to the Add mode.
- To delete the activities selected, select the delete check box of the corresponding activities and click on the button.