Schedules

On each day, an employee in ProTrack Warehouse is assigned to a schedule. Schedules are used for the following purposes:

Field Description

1. To facilitate when an employee's work day starts and ends
2. To automatically create lunch, breaks and other scheduled activities
3. To create reporting breakpoints in the time continuum as an employee works throughout a week.

Accessing the Maintain Schedule Screen
The options in the Maintain Schedule screen are available depending on the user privileges. The Maintain Schedule screen helps you to add, search, view, delete, compare, and print schedules in the system.

1. To access the Maintain Schedule screen, select Schedules under the Employee menu.

Maintain Schedule
Add Schedules
You can add a schedule(s) to an employee using the Maintain Schedule screen.

Maintain Schedule - Add Schedule

1. 1. Type the Schedule Name. This cannot be changed once the Schedule is saved, so it is recommended you use a descriptive name that will not change over time.
   2. Select the Facility for which the Schedule will be used.
   3. Set the Effective Date and Expiration Date of the Schedule.
   4. Enter the Start and End Times of the schedule.

• 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.

1. 1. Scheduled activities are activities which occur every work day (such as lunches and breaks). To add scheduled activities, click Select Activity link. Select an activity from the popup window.
   2. Select the Activity Type from the drop-down list. For breaks select the blank, or for Start or End of Shift select those items accordingly.

1. 1. Type the Start Time and Duration for each activity.

• For the End of Shift activity, be sure the entered Start Time is X minutes prior to the Schedule's End Time, where X is the Duration of the End of Shift activity.

1. 1. Scheduled activities may be "TA-Sourced", meaning their times may be adjusted by a Time & Attendance import file. Check the checkbox 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.
   2. Click Save to save the schedule.

• Start of Shift and End of Shift must have at least a 1-minute duration.
• To delete the activities selected, select the delete checkbox of the corresponding activities and click on the Save button
• 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.