Employee Scheduling is a new module for Manage Workforce. It replaces the previous Scheduling capability of the Workforce solution.
Employee Scheduling allows employees, supervisors, and administrators to manage the entire scheduling workflow from the creation of master schedules through the day-to-day management of individual employee assignments, on through to the transfer of verified shift data to payroll.
Sparkrock designed the new Employee Scheduling module after extensive customer consultation. It features many new capabilities and improvements.
Please see the full solution overview video Employee Scheduling for details
In order to use scheduling, you must have implemented HR/Payroll. This is necessary to establish the positions and pay cycles used by the scheduling module.
All employees who will be scheduled must have EWA users assigned in NAV. HR Employees without associated EWA users cannot be assigned to schedule units.
The necessary service account must be configured in User Setup in NAV. Otherwise the My Schedule page cannot support the bid process.
Conversion from earlier releases
Employee Scheduling users entirely new tables from the previous Scheduling solution. There is no conversion process, it is necessary to re-implement scheduling to move to the new release. Customers who used the previous version may wish to do a final post to payroll before converting. Please speak with your Project Manager or support representative if you wish to explore this process with us.
With this version of Employee Scheduling we no longer support Employee Availability,
What are the benefits of the Employee Scheduling module?
There are three primary users of Employee Scheduling.
Employees who perform shift work will use Employee Web Apps to perform their tasks, including reviewing their schedule, picking up available shifts, and confirming shifts worked prior to payroll.
Unit supervisors who manage the schedule for one or more units will use Employee Web Apps to perform their tasks, including reviewing and updating the full unit schedule, making assignments to fill open shifts, and approving the shift data for the unit prior to payroll.
Schedulers manage the overall schedule for the organization. Schedulers do their work in NAV. They set up templates to represent shift rotations and apply them to pay cycles to create shift instances for employees.
Additionally, Payroll Administrators will benefit by having the validated shift data transferred directly to payroll for processing.