Schedule Grid

The Schedule Grid section displays the pending and published activities, classes, unavailability, calendars for each employee with a valid labor distribution record in the open record. This includes primary home, alternate home, and/or alternate labor distribution records.

• The Employee Information area displays selected information, such as employee name, phone number, approved hours, or scheduled hours. This information is selected from a menu displayed by a right-click when the cursor is in the section.

• The Group Headers can be set up to group employees by job class, shift, employee class, home distribution, or employee status.

Date Headers

The Date Headers are displayed at the top of the schedule grid and also at the top of the Balancing Grid.

• The date headers display the day of the week and the calendar date.

• The date headers of weekends are highlighted in a darker shade.

  

• The date headers of holidays display the name of the holiday instead of the day of the week. They are also highlighted in a different shade.

  Note  

  These holidays are defined in Configuration > Assignments > Holiday.

  

• If a schedule note has been attached to a day, an icon is displayed in the date header.

  

  To view the schedule notes, from the tool bar, select the View menu, then the Schedule Notes option. All the schedule notes attached to days in the open schedule are displayed.

Schedule Cells

There is an individual schedule cell for each day, for each employee. The schedule cells display the scheduled activities, unavailability, and education tracking classes for each day.

Scheduled Activity Boxes

The individual boxes within the schedule cells show the scheduled assignment for that day. The following may be displayed on a schedule:

Icon	Type	Description
	Published Schedule Transparent Style Solid Style	Depending on the Style selected, a published schedule is either indicated by a bold border and font or by the activity box being filled in with the selected activity color. To change the style, go to the tool bar, then open the View menu, then the Style option. Select either the Transparent Style or the Solid Style.
	Pending Schedule	The muted border and font indicate that this schedule is pending.
	Alternate Schedule	The heavy border on the left side of the schedule box indicates the employee is scheduled in an organization that is not included in the open schedule screen. Hover the cursor over the schedule box to display a tooltip with the details about the schedule, including the organization unit and profile assignments.
	Highlighted Schedule	The gold coloring indicates this schedule is highlighted. Schedules are selected for highlighting from Tool Bar > View > Highlight> Activities, then choose the type of activities to be highlighted.
	Overtime Schedule	The red background indicates that this schedule will cause the employee to incur overtime. If schedules are projected in the future, this gives the scheduler time to reschedule the employee before he/she actually incurs overtime.
	Cursor Focus on an Empty Cell	The dark gray border indicates that the focus has been set on this empty cell.
	Cursor Focus on a Filled Cell	The gray border around the outside of the scheduled activity box indicates the focus is set on this cell.
	Calendar Entry	The black, oval shaped icon indicates a calendar. The calendar code is displayed in the center.
	Education Tracking Class Instructor Approved Requested	The gray, oval shaped icon indicates the employee is enrolled in an education tracking class on this day. ED is displayed on the icon. Hover the cursor over the icon to display a tooltip with information on the class.
	Extra Shift	The Extra Shift indicator determines whether a shift is an extra shift or a regular shift. Note   The Extra Shift indicator is only displayed for pending/published schedules.
	Unavailability Approved Requested	The green bar indicates the employee has an unavailability request on the day(s) it is displayed. If there is a yellow star on the bar, this is a pending request.
	Recurring Unavailability Approved Requested	The green bar with a circling arrow indicates the employee has a recurring unavailability request on the day(s) it is displayed. If there is a yellow star on the bar, this is a pending request.
	Schedule Incentive Request	This icon indicates that the employee has submitted a schedule incentive bid for the day.

Formatting Options of Cells

The information that is displayed within the scheduled activity box can be formatted to display one of the following options. The following show the information that is displayed for the same schedule.

Option	Example	Description
Activity		Shows the scheduled activity code only.
Activity Profile		Shows the activity code and the profile of the schedule.
Times		Shows the starting and ending times of the schedule.
Times Profile		Shows the starting and ending times and the profile of the schedule.