Setting Up Work Schedules

Work schedules establish the days of the week and daily hours of operation for agency employees.

Create schedules based on the type of employee and work location. Calendar views, such as inspector calendars, reference work schedules to determine the time slots that are displayed on the calendar as available for scheduling. Algorithms for assigning resources also use work schedules to determine availability. You assign work schedules to employee profiles using the Agency Staff page. See Setting Up Agency Staff.

Administrators and business analysts add, modify, and delete work schedules on the Work Schedule page.

Adding a Work Schedule

  1. Select Common > Work Schedule.

  2. On the Work Schedule page, click Add.

  3. On the Work Schedule Details page, enter values for the following fields:

    Page Element

    Description

    Schedule ID and Description

    Enter a unique ID and description for the schedule. For example, you might enter an ID of OFFICESAT and a description of Saturday Office Schedule.

    Start Date

    Enter the first day of the schedule.

    End Date

    Enter the last date of the schedule. You can leave this field blank to give the schedule an open end date.

    Work Start Time and Work End Time

    Enter the start and end time for the schedule. For example, you might enter a work start time of 09:00 AM and a work end time of 05:00 PM.

    Break Start Time and Break End Time

    Enter the start and end time for a break within the schedule. For example, you might enter a break start time of 12:00 PM and a break end time of 01:00 PM.

    Note: These fields are optional, but if you enter a break start time, you must also enter a break end time.

    Recurrence and Weeks Between Occurrences

    Select whether the schedule reoccurs weekly and how many weeks are between each occurrence. For example, if you select a recurrence of Weekly with 1 week between occurrences, the schedule repeats every week.

    Work Days

    Select the days of the weeks to which the schedule applies.

  4. Click Save.

Note: For overnight work shifts that go past 12 am (midnight), you must create two schedules: one for the time period up until midnight, and one for the time period after midnight. For example, to create a weekday overnight shift that starts at 09:00 pm and ends at 06:00 am the following day, the first schedule would have a start time of 09:00 pm and an end time of 12:00 am on Monday through Friday. The second schedule would have a start time of 12:00 am and an end time of 06:00 am on Tuesday through Saturday.

Modifying a Work Schedule

  1. Select Common > Work Schedule.

  2. Click a row on the Work Schedule page.

  3. On the Work Schedule Details page you can:

    • Update the work schedule field values.

      Note: You cannot edit the Schedule ID field.
    • Delete the schedule. You will be prompted to confirm the permanent deletion.

  4. Click Save.

Deleting Work Schedules

  1. Select Common > Work Schedule.

  2. Click Edit.

  3. Select the check boxes next to all the work schedules you want to delete.

  4. Click Delete. You will be prompted to confirm the permanent deletion.