Resource Schedules in OA

This chapter covers the following topics:

Overview of Schedules in OA

OA schedules is only available at this time if you are using Oracle HRMS.

One of the core attributes of a resource is its availability. If any of the eBusiness Suite modules does anything that affects a resource's availability, then the rest of the eBusiness Suite should be aware of it. The schedule repository provides a central place to define a resource’s schedule.

Sample Case Description

The following case study is presented in order to help visualize setting up and using the schedule repository.

Bugs Inc. is a small pest control company. Within the company there are two departments:

The company is closed on:

Questions to be answered:

Creating Schedules Business Flow

  1. Create shifts and schedule patterns. You can create patterns based on duration, a calendar week, or number of days.

  2. Preview the schedule pattern and make changes as needed.

  3. Define schedules and assign exceptions and resources to the schedules.

Creating Flex Time Schedules Business Flow

  1. Create shift detail types.

    Flexible start time, flexible lunch, core working hours, flexible end time

  2. Create shifts with details.

  3. Create a day based schedule pattern using your created shifts.

  4. Preview the schedule pattern and make changes as needed.

  5. Define schedules and assign exceptions and resources to the schedules.

Schedule Patterns

You define common schedule patterns that can then be used as templates to define schedules assigned to resources. Categories set up by your administrator are assigned to define whether a resource is available or not available. There are three ways to define patterns:

Service department calendar based example

The service department works Monday to Friday, 09:00 to 17:00. A calendar based pattern named Service Work Week can be created as follows:

Shift Name (Day) Start Time Duration Category
Monday 09:00 8 hours Available
Tuesday 09:00 8 hours Available
Wednesday 09:00 8 hours Available
Thursday 09:00 8 hours Available
Friday 09:00 8 hours Available

Emergency pager duration based example

The company has a deal with the local authorities to respond to serious cases like poisonous snakes, alligators, and bears. This is a 24x7x365 deal for which the service department operates an emergency pager schedule.

The service department has 4 emergency response teams that are on call once every four weeks. Since it is 24 hours a day service there is no need to define a workday. Instead we create a pattern with the shift name Emergency Week with a duration of 7 days and a category of Available. And a second pattern called Emergency Unavailable with a duration of 7 days and the category Unavailable.

A pattern can include other patterns within its sequence. We now create a duration-based pattern called Emergency Monthly. It consists of the following:

Sequence Shift Name Duration Category
1 Emergency Week 7 days Available
2 Emergency Unavailable 7 days Unavailable
3 Emergency Unavailable 7 days Unavailable
4 Emergency Unavailable 7 days Unavailable

When a schedule based on this pattern is later assigned to resources, different resources are scheduled to start the pattern at different points in the pattern: week 1, week 2, and so on.

Call center day based example

The call center is staffed around the clock Monday through Friday. To achieve this they operate 3 shifts. These shifts are defined using Create Shift.

Employees rotate by working the morning shift one week, then the day shift the next week, and the night shift the third week, creating a total 21 day pattern. We create a day based pattern with a length of 21 days, called Call Center Rotation, as follows:

Sequence Shift Name Day Start Day Stop
1 Morning Call Center 1 5
2 Day Call Center 8 12
3 Night Call Center 15 19

Days 6-7, 13-14, and 20-21 are non-working days.

Creating a Duration Based Schedule Pattern

A duration based schedule pattern is defined using number of days, minutes, hours, or weeks. You can define a sequence of available and not available time. The sequence forms a pattern that repeats.

One week available followed by three weeks not available is a repeating pattern that is assigned to Joe to start on February 1, Pete to start on February 8, Sally to start on February 15, and Jane to start on February 22.


Creating a Calendar Based Schedule Pattern

A calendar based pattern is defined using the days of the week, start times, and number of hours. The day of the week is the shift name.

A regular work week pattern consists of a sequence, Monday through Friday, each day starting at 9:00 am with a duration of 8 hours. You only need to define the available hours. The system will allocate the remaining hours in the day, and the remaining days in the week, as unavailable.


Creating a Day Based Schedule Pattern

A day based schedule pattern defines a repeating pattern built around a specified number of days. You define shifts separately using Create Shift, and assemble them in sequence.

For example, employees rotate on a 21 day rotation starting with a morning shift for one week, then the day shift for one week, then the night shift for one week.


Creating Shifts for Day Based Schedule Patterns

Create detailed shifts which are then placed in a sequence to create a day based schedule pattern that repeats after a specified number of days.

The call center department has three shifts:

Create Shift Notes

Shift Details Notes

Flex Time Example

In this example employees work a flexible eight hours within 7 am to 6 pm.

Flex Time Shift Details for 7 to 6 Shift
Start End Core Min Break Max Break Type
7 am 9 am No     Flexible Start
9 am 11 am Yes     Core Work
11 am 1:30 pm No 30 60 Flexible Lunch
1:30 pm 3:30 pm Yes     Core Work
3:30 pm 6 pm       Flexible End

Previewing Schedules or Schedule Patterns

When you create or modify a schedule pattern or a schedule you can review it in three possible formats:


Defining a Schedule

A schedule details the availability and unavailability of assigned resources for a specified period of time. You create a schedule using the following steps:

  1. Choose a schedule pattern and assign effective dates.

  2. Add exceptions to the schedule.

    An exception is an override of the existing schedule pattern. A holiday is an exception changing a normal work day to a not available day. An exception can also change a normal non-work day, such as Saturday, to an available day.

    Company holidays can be set up as global exceptions that can be incorporated into any schedule. Exceptions that apply only to a particular schedule can be created during the schedule creation process.

  3. Preview the schedule.

  4. Add resources

Define Schedule Notes

Create Exceptions Notes

Add Resources Notes