Adding a Schedule Record

An employee’s Schedule Record can be added directly into the Schedule through a Day View. Only Schedule Exceptions and Working Normal Shift can be added through this function. See Employee Schedule Selectors for information on using the filters.

To Add a Schedule Record to an Employee

1. Click the Schedule tab. The Schedule screen displays.

2. Click either 1 Day View, 7 Day View or 14 Day View. The appropriate Day View displays.

   

3. Apply any of the filters, as appropriate, to locate the employees to which you wish to assign a record.

4. Click Add in the Tools bar. "Click a cell to create a record." displays in the Submit bar.

   

5. Click the cell in which you wish to add the schedule record. The Schedule Record Add window displays.

   

6. Click the dropdown arrow in the Event Type field. A list of Event Types displays.

7. Select the Event Type to add.

8. Enter text in the Description/Comment field, if applicable.

9. Select the Start and End dates and times with the Calendar Picker, -OR-

Click the now link in the Start box and select a duration from the Duration box, -OR-

Use the double and single plus and minus links in the Start and End box to set the times.

Note: The now link only appears when you are creating a Schedule Record for the current day.

10. Click Save and skip to step 11. A message, "Data saved successfully." displays at the top of the window, -OR-

Click Save & Close and a pop-up indicating your selection was successful displays and then you are returned to the Schedule Record page.

Note: If the duration you select exceeds 24 hours, you receive a pop-up message that you must acknowledge to continue.

11. Click Close. The Schedule Record Add window closes and the Schedule Record displays in the schedule.

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*Note: Not all companies have all of the items described in the Online Help.

*Please note, the ARCOS online documentation is a living document that is always under review. If you see information that is inconsistent with the behavior in the application, or you do not see a page covering an ARCOS feature you would like to know more about, please contact the ARCOS Support Center.