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  1. Log in to ProTrack Warehouse.
  2. Select Schedules under the Employee menu. The Maintain Schedules screen appears.

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    imageEmp Sch.jpg
    titleFig.115 Maintain Schedule


    Maintain Schedules Field Description

    Field

    Description

    Schedule Name

    Name for a schedule which can be alphanumeric and must be unique.

    Facility ID

    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.

    Table 20. Maintain Schedules Descriptions Anchor_Toc133051158_Toc133051158 Anchor_Add_Schedules_Add_SchedulesAdd Schedules
    You can add a schedule(s) to an employee


Adding a Schedule

To add a schedule:

  1. Type the schedule name using the Maintain Schedule screen.
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    Anchor_Toc133051515_Toc133051515Maintain Schedule - Add Schedule
    Type the Schedule Name. This cannot be changed once the Schedule schedule is saved, so it is recommended you use a descriptive name that will not change over time.
  2. Select the Facility facility for which the Schedule will be used from the drop down list.
  3. Set the Effective Date and Expiration Date of the ScheduleClick Image Added to set the effective date and expiration date of the schedule.
  4. Enter the Start start and End Times end times of the schedule.
    Info
    titleInfo
    • Users familiar with earlier versions of

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    • 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

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    • ProTrack Warehouse User Manual.

  1. Scheduled activities are activities which occur every work day (such as lunches and breaks). To add scheduled activities, click Click Select Activity link. Select an activity from the popup window.

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    imageSch Create.jpg
    titleFig.116 Maintain Schedules - Adding A Schedule


  2. Select the Activity Type from the drop - down list. For breaks select the blank , or and for Start start or End end of Shift shift select those items accordingly.

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  1. image
    imageSch Act Type.jpg
    titleFig.117 Maintain Schedules - Select Activity Types


  2. Type the Start Time start time and Duration duration for each activity.
    Tip
    titleTip
    • For the

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    • end of

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    • shift activity, be sure the entered

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    • start sime is X minutes prior to the

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    • schedule's

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    • end time, where X is the Duration of the

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    • end of

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    • shift activity.

  1. Scheduled activities may be "'TA-Sourced"', meaning their times may be adjusted by a Time & Attendance import file. Check Select the checkbox 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. See Section 5.2 for details on configuring Time & Attendance import files.

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    imageSch TA Source.jpg
    titleFig.118 Maintain Schedules - TA Sourced Activities


  2. Click Image Added Click Save to save the schedule.
    Info
    titleInfo
    • Start of Shift and End of Shift must have at least a 1-minute duration.
    • To delete the activities selected, select the delete

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    • check box of the corresponding activities and click

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    • Image Added.
    • Once a Schedule has assignments associated to it, the Schedule cannot be deleted. If there are changes required in the Schedule use the Copy button to create a variant of this Schedule. The Schedule Name must be altered.


Field

Description

Schedule Name

Specify a unique Schedule Name, which is alphanumeric. (Combination of Alphabets and Numbers)

Effective Date

Select a date when the schedule has to be active which should be earlier than the expiration date. The default value is the next day's Date.

Expiration Date

Select a date when a schedule expires

Start Time

Enter the start time for a schedule

End Time

Enter the end time for a schedule

Facility

Select a facility name. Default value is All

Schedule Date

Start Date is the only choice.

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