A schedule can be edited in a few ways, depending on specific needs and access. Editing options are listed below.
- Changing the schedule attached to an employee – When an employee moves to a new schedule long term, their Schedule Group assignment should be changed. For steps on this process, see the section titled “Assigning a Schedule Group to an Employee.”
- Editing the rules within a schedule – To edit the hours within a set schedule long term, a new Schedule Group should be created, or the rules within a current Schedule Group should be edited. A single Schedule Group may be attached to many employees, so editing the rules on the Schedule Group will change the schedule for everyone it is attached to. For steps on creating or editing a Schedule Group, see the section titled “Schedule Group.”
- Adjusting a single day of an assigned schedule – When a small, one-time adjustment must be made to an employee’s usual schedule (ex. A known late arrival to work because of a doctor’s appointment), it should be done using the Team Schedule page. For information on using the Team Schedule, see the section titled “Team Schedule.”