Carry Over Sign-On/Sign-Off Preferences when Moving an Employee

When an employee changes Primary Classes or Locations their Sign-On/Sign-Off preferences may need to be carried over to their new Primary Class list. The process below only works for companies that have the Force checkbox available on the Roster List Timeline page. Using the Force feature allows Sign-On/Sign-Off preferences to be copied to an employee's new list.

Note: This process will only work with Primary Class list changes.

Primary Class

A Primary Class is an employee's job title or skill associated with a roster. An employee can have only one primary job classification; however, he can be on rosters for other job classifications as well as other workgroups. ARCOS automatically configures rosters for each defined Job Classification.

The Primary Classes must also use the same Resequence Options.

Resequence Options

When a list is sorted by overtime hours, the roster uses the previous pay period's hours or the previous week's hours. Which of the case may be, the Resequence Options are used to determine when new hours will be applied to the list and when the list resort the employees who are on it. Resequence Options consist of four parts Base Date, Period, NumRosters, and Cascade.

Resequence Options

• BaseDate: First effective date the roster will use hours from. (Note: This must be a date in the past.) When the effective date (determined by the Base Date) and time for loaded O/T hours arrives, rosters are updated and sorted according to the new hours.

Note: The Base Date must be in the following format: mm/dd/yyyy hh:mm (24-hour time).

• Period: The length, in days, until the next resequence. This tells ARCOS how often you want the list to resort and apply new hours.

Note: This value is expressed in days, so for example, 2 weeks would be entered as 14 (days). A fraction of a day may also be used; the only fraction of a day settings that are available are 1/2 (half a day), 1/3 (third of a day), and 1/4 (quarter of a day).

• NumRosters: Displays how many future roster periods should be maintained, including the current one.

Note: This field can accommodate an integer between 2 and 52. Decimals and fractions are not allowed.

Note: When creating a Sign-On/Sign-Off list this field determines the number of list going forward employees can be pre-assigned to an On or Off list status.

• Cascade: Determines whether or not the changes made in the current roster are carried forward into future list. (If checked any changes made to the current list will carry over to the next list.)

Note: If Cascade is unchecked when a list resequence, all employees will be removed from the future list.

• ExSortPref: When enabled, changes in Sort Preferences do not cascade to future lists.

Example 1: If hours worked from Monday, April 25, 2011 07:00 - Monday, May 9, 2011 07:00 are supposed to be used to sort list for 2 weeks with the first day the list will use the hours being Monday, May 9, 2011 07:00, the Resequence Options should be set to:

1. • BaseDate: 04/25/2011 07:00

   • Period: 14

   • NumRosters: 2 (Unless roster will be used for Sign-on list or an On-call list, then you may want to be able to see more list at a time.)

   • Cascade: Should be checked if employee changes will carry forward to future lists.

Example 2: If hours worked from Monday, April 25, 2011 00:00 - Monday, May 2, 2011 00:00 are supposed to be used to sort list for 2 weeks with the first day the list will use the hours being Monday, May 2, 2011 00:00, the Resequence Options should be set to:

1. • BaseDate: 04/25/2011 00:00

   • Period: 7

   • NumRosters: 2 (Unless roster will be used for Sign-on list or an On-call list, then you may want to be able to see more list at a time.)

   • Cascade: Should be checked if employee changes will carry forward to future lists.

Note: If list is not suppose to resequence, remove the Base Date and/or NumRosters value.

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To Carry Over Sign-On/Sign-Off Preferences When Moving an Employee

1. Navigate to the location that the employee's new list is in.

2. Click the Roster List Ordering button on the List Mnt tab. The Roster List Ordering page displays.

   

3. Click the maint link for the list. The Roster List Maintenance page displays.

   

4. Click on the first sequence. The Roster List Maintenance page for the first sequence displays.

5. Click Add Employees. The list of employees in the current location display.

6. Use the Location Selector to navigate to the location the employee is in.

   

7. Click the Add? checkbox to the right of the employee.

8. Click Save. The Roster List Maintenance page for the first sequence with all selected employees displayed.

9. Navigate to the location that the employee's old list is in.

10. Click the Roster List Ordering button on the List Mnt tab. The Roster List Ordering page displays.

    

11. Click the signon link for the list. The Roster List Timeline page displays.

    

12. Click the Sign On button. A table with all employees on the Preferred and Non-Preferred sequences displays.

13. Check the Update All Employee Rosters? checkbox and the Force checkbox next to the employee.

    

14. Click the Submit button. The employee On-Call/Off-Call preferences have been copied to the new list.

15. Go to the Employee Modify page for the employee.

16. Make the necessary changes to  the Primary Class and/or Location.

17. Click Save Data. The employee will automatically be removed from the old list.

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*Note: ARCOS documentation is a living document. For inconsistencies or missing features, contact ARCOS Support. Not all companies have all items in the Online Help.