Replacement Scheduling

This option allows you to override an existing schedule template by creating a one-time exception to the schedule that an employee normally works. This can be useful when an employee is called in to work a shift for which they were not originally scheduled, etc.

Click on the main "Schedule" navigation tab, and then on the "View Schedules" link at the top of the screen.

  1. Use the search options at the top of the screen to view the schedule that you would like to replace.
  2. With the desired schedule displayed, click on the colored bar indicating the scheduled shift. The Work Area opens above displaying the schedule details.
  3. To replace the schedule, click on the [ADD SCHEDULE] icon located in the upper right-hand corner of the Work Area. The displayed schedule details are cleared, allowing you to select a replacement.
  4. Enter the desired replacement Employee, Date and Shift into the appropriate fields.
  5. Select optional Department, Job or Task information, if desired. Use the Notes field to document the reason for the schedule change.
  6. Once the replacement details have been specified, click on the [CREATE] icon.

When viewing schedules, the system will denote the shift change by the color of the bar displayed on the schedule.

Related Topics

  • Refer to View Schedules for information on schedule status' and viewing shift changes.

icon_previous_topic.jpg