{"id":268,"date":"2021-02-05T18:51:18","date_gmt":"2021-02-05T18:51:18","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=268"},"modified":"2021-02-18T22:25:48","modified_gmt":"2021-02-18T22:25:48","slug":"schedules-team-calendar","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/schedules-team-calendar\/","title":{"rendered":"Schedules &#8211; Team Schedule"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>The pages set up in the schedules folder in Time and Attendance are used to set up, maintain, and review employee schedules. Schedules are not only used for planning purposes, but also must be used if a company wishes to track when an employee is absent, working on a non-scheduled day, and\/or early and\/or late at the start or end of the work day. Access to each page is dependent on company set up and individual security.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Team Schedule<\/h2>\n\n\n\n<p>The Team Schedule displays the detailed daily schedule in a calendar view. Depending on company set up and individual security, a user may be able to see only their own schedule, their employees\u2019 schedules, or the entire company\u2019s schedules. Supervisors and System Administrators should use this page to make one-off schedule adjustments, as well as to create daily schedules when the schedule is determined from week to week.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Navigating to the Team Schedule Page<\/h2>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>In the <strong>Main Navigation <\/strong>menu, open the <strong>Daily Procedures<\/strong> folder.<\/li><li>Open the <strong>Schedules <\/strong>subfolder.<\/li><li>Click on the <strong>Team Schedule<\/strong> page.<\/li><li>Select the dates of the schedule to view from the pay period selected. Selecting multiple dates can be done in either of the two following ways:<ul><li>Hold down left mouse button and drag the pointer across the dates. Release the button once all days are selected.<\/li><li>Use the <strong>Select Week<\/strong> link to select an entire week.<\/li><\/ul><\/li><li>Click the <strong>Launch Schedule <\/strong>button, located at the bottom of the page.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"205\" height=\"256\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-17.png\" alt=\"\" class=\"wp-image-269\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-17.png 205w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-17-40x50.png 40w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-17-48x60.png 48w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-17-80x100.png 80w\" sizes=\"auto, (max-width: 205px) 100vw, 205px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing the Team Schedule Page<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"806\" height=\"300\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18.png\" alt=\"\" class=\"wp-image-270\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18.png 806w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18-300x112.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18-768x286.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18-50x19.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18-60x22.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-18-100x37.png 100w\" sizes=\"auto, (max-width: 806px) 100vw, 806px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Employee Schedules<ul><li>Rows contain employee names, while columns contain dates. The intersection of the row and column has the schedule for that employee and date.<\/li><li>Schedule totals across employees for each day display at the bottom of the screen, while totals for each employee across many days display at the right of the screen.<\/li><\/ul><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Editing or Removing a Schedule from the Team Schedule Page<\/h2>\n\n\n\n<p>To make an adjustment to a schedule using the Team Schedule page, follow the steps below:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Find the intersection of the employee row and the date column to edit.<\/li><li>Schedules can be updated in the following ways:<ul><li>Place time directly in to the boxes. If time already exists, highlight the hours and type over them or delete them out. The <strong>Green<\/strong> box is used for the IN time, while the <strong>Red<\/strong> box is used for the OUT time. When finished, click <strong>Save<\/strong>.<\/li><li>Click the <strong>Pencil<\/strong> icon &nbsp;to launch the Detail View pop-up window. Fill out the fields as needed, using the <strong>Down Arrow <\/strong>button &nbsp;to place in additional detailed schedule information, and the <strong>Plus <\/strong>button &nbsp;to add in additional shifts to the same day. When finished, click <strong>Save. <\/strong>Field definitions are below:<ul><li><strong>In \u2013 <\/strong>Time that schedule begins<\/li><li><strong>Out \u2013<\/strong> Time that the schedule ends<\/li><li><strong>Unpaid Minutes \u2013 <\/strong>Total time not worked during the work day (ex. lunch). This field assists with estimating worked hours but does not deduct from actual hours worked unless paying off of schedules.<\/li><li><strong>Lunch Start Time \u2013 <\/strong>Lunch start time. This field is used within actual vs. worked hours reporting<\/li><li><strong>Name<\/strong> \u2013 Name of the schedule adjustment. Should be detailed enough to highlight what the rule will do (ex. \u201cMo \u2013 Fr 8a-5p\u201d).<\/li><li><strong>Description <\/strong>\u2013 Description of the schedule adjustment. This field often is a repeat of the information contained in the <strong>Name<\/strong> field<\/li><li><strong>Shift Type \u2013 <\/strong>Shift to apply the time to when paying off of schedules<\/li><li><strong>Pay Type \u2013 <\/strong>Pay type to apply the time to when paying off of schedules<\/li><li><strong>Generate Hours Record \u2013 <\/strong>Generates an hours record when the employee is going to receive pay but not punch.<\/li><li><strong>Org Level Item Drop Downs \u2013 <\/strong>Allows specific org levels to be assigned to the time when paying off of schedules<\/li><\/ul><\/li><li>Use the <strong>X<\/strong> button &nbsp;to cancel the shift. Click <strong>Save<\/strong>.<\/li><li>Use the <strong>Trash <\/strong>button &nbsp;contained within the <strong>Pencil<\/strong> icon &nbsp;to delete the schedule entirely. Click <strong>Save<\/strong>.<\/li><\/ul><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"download-the-user-guide\">Download the User Guide<\/h2>\n\n\n\n<p><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/Schedules-User-Guide.pdf\">Schedules &#8211; User Guide<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction The pages set up in the schedules folder in Time and Attendance are used to set up, maintain, and review employee schedules. Schedules are not only used for planning purposes, but also must be used if a company wishes to track when an employee is absent, working on a&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[9],"ht-kb-tag":[],"class_list":["post-268","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scheduling-attendance"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/268","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=268"}],"version-history":[{"count":4,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/268\/revisions"}],"predecessor-version":[{"id":572,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/268\/revisions\/572"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=268"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=268"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}