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Understanding the Scheduling Options

Web Apps Scheduling Information

The Scheduling item from the menu bar provides users with a list of links they can use to access schedule information directly.

Users

There are three primary users of Scheduling 2016.  Two of these users will perform their tasks in the Employee Web Apps.  The third user will perform their tasks in NAV.

The following table provides a brief description of the Users, the tasks they can perform, and what application they use to perform the task:

User Type Tasks they perform Application where this is performed  
Employees View their schedule across multiple units and locations. Web Apps  
Employees Discover available shifts and bid on those shifts. Web Apps  
Employees Review and accept shifts offered by supervisors. Web Apps  
Employees Record changes to shift start and/or end times and submit those for supervisor approval. Web Apps  
Employees Record activities undertaken within a shift, if applicable. Note: Your permission settings, set up by your administrator, will determine if you are able to do this.  Web Apps  
Employees Check the overall unit schedule. Web Apps  
Employees Confirm shifts worked at the end of each pay cycle. Web Apps  
Employees Use the Attendance Management (an HR/P module) to record vacation and sick time, which will automatically update the schedule. Web Apps  
Unit supervisors Review the unit schedule to ensure that shifts are filled and that no warnings or errors are present. Generally performed in Web Apps  
Unit supervisors

Update the unit schedule with changes as they happen, including:

  • Creating new shifts when required;
  • Deleting shifts when required;
  • Changing shift details such as shift hours or activities;
Generally performed in Web Apps  
Unit supervisors Fill available shifts by directly selecting an eligible employee. Generally performed in Web Apps  
Unit supervisors Review and accept shift bids. Generally performed in Web Apps  
Unit supervisors Offer shifts to one or more employees and select one employee from those who accept. Generally performed in Web Apps  
Unit supervisors Make a filled shift vacant if the employee cannot work the shift, for example due to illness. Generally performed in Web Apps  
Unit supervisors Replace an assigned employee with another eligible employee. Generally performed in Web Apps  
Unit supervisors Review shift time changes requested by employees to approve or deny them. Generally performed in Web Apps  
Unit supervisors Approve shifts worked at the end of each pay cycle to send them to payroll, if applicable. Note: Your permission settings, set up by your administrator, will determine if you are able to do this, even if you are not the particular unit's supervisor. Generally performed in Web Apps  
Schedulers Configure Areas, and Units. NAV  
Schedulers Create unit activities (which are linked to dimensions). NAV  
Schedulers Assign employees to one or more units. NAV  
Schedulers

Manage schedule templates and rotations.

NAV  
Schedulers Create schedules based on the templates. NAV  
Schedulers Manage issues that unit supervisors cannot resolve. NAV  

Note: Unit supervisors manage the schedule for one or more units. Unit supervisors will normally use the Employee Web Apps to perform their tasks.  Unit supervisor functions are also available in NAV, as a subset of the master scheduler’s capabilities.

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