Understanding Schedule Assignment

You can use employee schedules to quickly assign schedules to many employees. For example, you can define generic patterns once such as Monday through Friday from 8:00 a.m. to 5:00 p.m. and then assign that pattern to an group of employees with one action. These generic patterns are called schedule templates.

After setting up calendars with activities that represent the desired schedule templates, you need to assign an appropriate template to individual employees. Although you can manually assign a schedule template to an employee, assigning the schedule template to a group of employees is a more efficient approach. You use the Manage Schedules for Employee Groups program (P07315) to enter these assignments.

In most implementations, employees should not appear in more than one employee group. If one or more employees appear in multiple groups, you should create one or more exception groups that include these employees. If an employee appears in more than one group and you process the assignment, the system assigns the employee to the last schedule template that you assigned to that employee.

Note: After you enter new values in the Work with Schedules for Employee Groups form, you need to click Assign Schedules to Selected Groups or Assign Schedules to All Groups. This action launches the Assign Schedules to Employee Groups report (R07315) and completes the new assignments. If you just click Save and Close, the system does not complete the assignments.