How do I manually assign a schedule?

This section describes the procedure for manually registering a schedule. There are the following methods, so please use them properly according to your purpose.

 

Table of contents 

1. Register monthly schedule for each division

Assign monthly schedules for multiple employees at once.

 

[2 Register monthly schedule on an individual basis

Assign a monthly schedule for each person.

 

[3 Perform daily schedule registration for each division

Create daily shifts while checking employee work schedules for each department on a bar chart.

 

[4 Schedule registration by import

Assign by importing CSV data

 

1. Register monthly schedule for each division

This setting is convenient when you want to create a monthly schedule for multiple employees at once.

 

Conditions of use

Operate with a full-right administrator or a general administrator account that has the edit permission for "Schedule management".

 

Details

1. All menus >   Schedule> Open " Schedule Management ".

 

2. Specify the target division in the division selection box and the display period in the display period selection box, and click [Display].

 

3. Select the [Add Schedule] button.

 

4. On the next screen, in the "Pattern" field, select the "Schedule" to be assigned.

In the case of "use pattern"

In the case of "use of vacation division"

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Item name Description
Pattern The schedule pattern created in the pattern setting is displayed.
Work day type You can select the work day type to be assigned to that day. When "Unspecified" is selected, the one set by pattern or the one registered by automatic schedule setting will be applied. If it is not registered, it will be “weekday”.

 

You can select a more detailed schedule by opening "Detailed item settings".

Item name Description
Scheduled to work/leave The scheduled time of attendance of the selected pattern is displayed. It is also possible to enter the attendance schedule directly here without using the pattern.
Work hours The start time is a function that does not count the working hours before the entered time. At the same time, the function will always count the working hours from the entered time.
The end time is a function that does not count the working hours after the entered time. At the same time, it will be a function to count the working hours up to the entered time.
Break schedule
Break schedule hours
If the acquisition time is fixed, enter it in "Schedule break", and if the time cannot be specified but the acquisition time is fixed, enter it in "Schedule break".
Half-day vacation type

Select to get half a holiday. Please select at the same time as "Pattern" when assigning.
* Not displayed to customers using "Vacation Category Use".

Leave type If you want to take vacation, specify the type and credits.
* Not displayed to customers using "Use pattern".
Clock-in division You can select the division of your work place.
Remark If you enter here, it will be reflected in the remarks column of the assigned day.

 

5. Check the target date you want to assign. The settings selected in the pattern will be reflected on that day.

  • Select the check box at the top of the date to reflect on all applicable days for the displayed employee.
  • If you select the check box in the "All" column of the employee name, it will be reflected in all the months of the corresponding person.

 

<Supplement>

When you click the name part of the assigned schedule,

 

You can also check the schedule details for the day.

 

6. Click the [Save] button to confirm.

If there is no screen update for 30 minutes or more, it will time out, so it is recommended to assign the schedule and save immediately.

Return to top of screen 

 

[2 Register monthly schedule on an individual basis

This setting is convenient when creating a monthly schedule for each person.

 

Conditions of use

Operate with a full-right administrator or a general administrator account that has the edit permission for "Schedule management".

 

Details

1. All menus >   Schedule> Open " Schedule Management ".

 

2. Specify the target division in the division selection box and the display period in the display period selection box, and click [Display].

 

3. A list of employees is displayed. Click [Edit] for the target person.

 

4. [1-4 Select the schedule in the same "Pattern".

 

5. Check the "Copy" check box for the day in the schedule table.

 

6. Click [Register] to confirm. If there is no screen update for 30 minutes or more, it will time out, so it is recommended to  assign the schedule and save immediately .

 Return to top of screen 

 

[3 Daily schedule registration for each division

You can create daily shifts while checking the employee schedules for each department on the bar chart.

 

Conditions of use

Operate with a full-right administrator or a general administrator account that has the edit permission for "Schedule management".

 

Details

1. All menus >   Schedule> Open " Schedule Management ".

 

2. Specify the target division in the division selection box and the display period in the display period selection box, and click [Display].

 

3. Click on the date for the day you want to input shift.

 

4. The daily schedule screen is displayed. This screen shows daily shifts in a bar chart in 15 minute increments.

 

<Supplement> About options 

"Including engraving" "Shift only"

If you check "Include time stamp" and display, the time stamp results of the target day will be displayed in black line. The pink line is the break time. If you check "Shift only" and display it, only the schedule will be displayed.

 

"Do not omit the pattern name"

You can display all without omitting the pattern name.

 

"Display work order"

The scheduled work time is sorted and displayed in ascending order.

 

5. Click the [Edit] button to display the schedule registration screen.

You can enter the schedule using one of the following methods.

(1) Select a pattern

(2) Enter attendance schedule

(3) Drag the end part of the bar chart 

 

6. Click [Save] to confirm. This screen will be displayed as a separate screen, so close the tab when you are finished.

 

<Supplement>

You can also change the daily schedule settings from the [Daily schedule settings] button that appears when you select and display one division in "Daily data".

 Return to top of screen  

 

4. Import

You can assign a schedule by importing CSV data. Please see here for details.

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