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The Schedule Group screen allows creating, searching, viewing, and expiring schedule groups. A schedule group consists of a group of configured schedules that can be assigned to multiple employees simultaneously.
To access the Maintain Schedule Group screen:
- Log in to ProTrack Warehouse.
- Select Schedule Group under the Employee menu. The Maintain Schedule Group screen appears.
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Fig.155 Maintain Schedule Group
Maintain Schedule Group Field Descriptions
Field |
Description |
Schedule Group Name |
Specify a unique Schedule Name, which is alphanumeric. (Combination of Alphabets and Numbers) |
Description |
Type the Description of the facility not greater than 250 characters. |
Facility ID |
Select the facility this Schedule Group will be associated with. |
Start of Week |
Select the day of the week that starts this Schedule Group. If the work week is Monday to Sunday then select Monday. |
Add Button |
This is used to create a new Schedule Group. |
Table 27. Maintain Schedule Group Descriptions
Maintain Schedule Group Tabs
Tab |
Description |
Schedule Group |
Displays the details of the Schedule Group. |
Variant |
Displays Schedules assigned by day and graphical representation of the Schedule Group. |
Assign Employee |
Displays the Employees assigned to the selected Schedule Group. |
Table 28. Maintain Schedule Group Tabs Descriptions
Adding A Schedule Group
To add a new Schedule Group:
- Enter a name for the schedule group.
- Select a facility from the drop down list.
- Select the status of the schedule group, either Active or Inactive.
- Click !Calendar.jpg to set a date the schedule group will be active.
- Click on 'Group Variants' tab.
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Fig.156 Maintain Schedule Group - Adding Schedule Group
- Click
and a new record will appear under the 'Variant Details' section.
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Fig.157 Maintain Schedule Group - Adding Variant Details
- Click
and a popup window will appear.
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Fig.158 Maintain Schedule Group - Search Schedule
- Select the schedule from the list and this will automatically populate in the 'Variant Details' section under Schedule Name.
- Select the number that corresponds to the day of the week you want to assign this schedule to from the drop down list.
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Fig.159 Maintain Schedule Group - Select Day Of Week
- Repeat this process for each day of the week.
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Fig.160 Maintain Schedule Group - Variant Details
- Click
to create the schedule group.
- To see a graphical view of the schedules by day, click
.
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Fig.161 Maintain Schedule Group - Graphical Schedule View
- If any conflicts are depicted then these need to be addressed via the Schedules screen before any transaction data is processed.
Adding Employee To A Schedule Group
To add Employees to a Schedule Group:
- Select the Group Employees tab of Maintain Schedule Group.
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Fig.162 Maintain Schedule Group - Group Employees
- Click
to add employee(s) to the schedule group. A popup window will appear.
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Fig.163 Maintain Schedule Group - Select Employees
- Select the employee(s) and click
.
- The employee(s) will appear at in the 'Employees' section with a default Effective Date of tomorrow's date and a default Expiration Date of 12/31/2099.
- If needed you can change these dates one-by-one, or you may bulk-edit the Effective Dates by first selecting the check boxes to the left of the employees' names you would like to change and then click
.
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Fig.164 Maintain Schedule Group - Select Effective Date
- Click
to select the desired Effective Date and click
. The Effective Dates for the selected employees are updated.
- Click
to save the employees to the schedule group.
Searching Schedule Groups
To search for particular shifts:
- Click
in the Maintain Schedule Group screen and a popup window appears.
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Fig.165 Maintain Schedule Group - Searching Schedule Groups
- Type or select any of the search criteria: Schedule Group Name, Description, or Facility.
- Click
in the Search Schedule Group screen. The records matching the selected criteria are listed in the 'Schedule Group Search Results' section of the Maintain Schedule Group screen.
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Fig.166 Maintain Schedule Group - Search Results
- Click on the Schedule Group Name link of the schedule group you would like to view. The details will populate in the appropriate fields.
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Fig.167 Maintain Schedule Group - Search Results