webTA 4.2 Employee

Advanced Schedules

Advanced schedules allow Employees to utilize features, such as scheduling regular days off and setting temporary schedules. Employees are allowed to add and submit advanced schedules. Advanced schedules must be approved or denied by a Supervisor. Advanced schedules may be set as permanent or temporary. A permanent schedule is an Employee's regular day-to-day schedule. A temporary schedule could be set for an Employee for a specific length of time with a beginning and ending date. With either schedule, the total hours must match the duty hours in the Employee's timesheet profile. webTA applies the permanent schedule every pay period unless a temporary schedule has been submitted and approved. When the approved temporary schedule ends, webTA automatically reverts back to the permanent schedule.

The End Date for a Permanent Advanced Schedule defaults to Forever once the shifts are added. As a result of this, it is advised to always enter an end date. This will allow for future changes to a Permanent Advanced Schedule.

Note: If you add a schedule from the Schedule function on the Time menu, it adds a permanent schedule.

To Add a Permanent Schedule:

A schedule may either be a predefined schedule or a manually created schedule. Once these schedules are added, you may modify the schedule(s).

Note: The End Date for a Permanent Advanced Schedule defaults to Forever once the shifts are added. As a result of this, it is advised to always enter an end date. This will allow for future changes to a Permanent Advanced Schedule.

1. Select the Schedule Assignment link from the Schedule section on the Employee Main Menu page. The Schedule Assignment page is displayed.

   

2. Select the Add Permanent Schedule button. The (Add) Schedule page is displayed.

   Note: To select a pre-defined schedule template, select the Insert Schedule Template button for a list of available schedules templates. Select the applicable schedule template and select the OK button. If a pre-defined schedule template is selected, the fields are populated with the selected template's pre-defined criteria. Proceed to step 7.

   

3. Complete the following fields:

   Name

   Description

   Weeks

   Start Date

   End Date

4. Select the applicable day(s) for the schedule being added. The Insert Shift, Insert Manual Shift, and Delete Shift buttons are activated above the Approver Comments box.
5. Select the Insert Shift button to add a predefined shift. The Select Shift page is displayed.

   Note: If the applicable shift is not displayed, select the Cancel button to return to the (Add) Schedule page. On the (Add) Schedule page, select the Insert Manual Shift button, complete the fields, and select the Save button.

   

6. Select the applicable shift to insert. The shift displays on the day(s) selected.

   

7. Select the Submit button to save the schedule. The message, Successfully submitted the work schedule, is displayed.

   At this point, the following options are available:

   Step	Description
   Select the Cancel button	Returns you to the Schedule Assignment page.
   Select the Employee tab	Returns you to the Employee Main Menu page.

To Add a Temporary Schedule:

1. Select the Schedule Assignment link from the Schedule section on the Employee Main Menu page. The Schedule Assignment page is displayed.

   

2. Select the Add Temporary Schedule button. The (Add) Temporary Schedule page is displayed.

   Note: To select a pre-defined schedule template, select the Insert Schedule Template button for a list of available schedules templates. Select the applicable schedule template and select the OK button. If a pre-defined schedule template is selected, the fields are populated with the selected template's pre-defined criteria. Proceed to step 7.

   

3. Complete the following fields:

   Name

   Description

   Weeks

   Start Date

   End Date

4. Select the applicable day(s) for the schedule being added. The Insert Shift, Insert Manual Shift, and Delete Shift buttons are activated above the Approver Comments box.
5. Select the Insert Shift button to add a predefined shift. The Select Shift page is displayed.

   Note: If the applicable shift is not displayed, select the Cancel button to return to the (Add) Schedule page. On the (Add) Schedule page, select the Insert Manual Shift button, complete the fields, and select the Save button.

   

6. Select the applicable shift to insert. The shift displays on the day(s) selected.
7. Select the Submit button to save the schedule. The message, Successfully submitted the work schedule, is displayed.

   At this point, the following options are available:

   Step	Description
   Select the Cancel button	Returns you to the Schedule Assignment page.
   Select the Employee tab	Returns you to the Employee Main Menu page.

To Edit a Schedule:

You may edit a predefined schedule or a manually created schedule on the (Modify) Schedule page.

1. Select the Schedule Assignment link from the Schedule section on the Employee Main Menu page. The Schedule Assignment page is displayed.

   

2. Select the applicable schedule to edit under the Schedule column. The (Modify) Schedule page is displayed.

   

3. Make the applicable changes.
4. Select the Submit button to save the changes. The message, Successfully submitted the work schedule, is displayed.

   At this point, the following options are available:

   Step	Description
   Select the Cancel button	Returns you to the Schedule Assignment page.
   Select the Employee tab	Returns you to the Employee Main Menu page.