Configure the Location Schedule

The Location Schedule allows employees to see the schedule for all colleagues who work the same jobs at the same location during a schedule period. The jobs can be in transfer sets.

You can configure the Location Schedule to display:

  • In the Locations & Jobs drop-down list, all jobs in the same locations as both the employee's primary job and the jobs in their job transfer set
  • Shifts for all of an employee's colleagues' jobs, regardless of location
  • Transfer type information for shifts — the location transfer type is selected by default, but you can also select cost center, labor category, and work rule transfer types

The Location Schedule can be displayed from both My Calendar and My Schedule.

You configure the Location Schedule as part of calendar configuration. The process varies slightly based on whether you are configuring calendars for My Calendar or My Schedule, as determined by the setting of the My Schedule feature switch.

Note: The Location Schedule is listed separately in the employee's main menu (Main Menu > My Information), under the calendar with which it is associated.

  1. Make sure that the employees' function access profile (FAP) includes the following:
    1. Select Administration > Application Setup > Access Profiles > Function Access Profiles; see the Configure Access Profiles for Requests topic for more information.
    2. Select the profile. Example: Hourly Employee. Click Tap Edit.
    3. In Enable location schedule > Access Scope, select Allowed so that people can see the schedule for all employees who work the same jobs at the same location during a schedule period.
    4. (Optional) In Access unposted schedules > Access Scope, select Allowed so that employees can see items in posted and unposted schedules.
    5. Click Tap Save & Return.
    2. Note: Other access control points (ACPs) might be required based on the functionality you want to provide for Location Schedule users. These ACPs are identified later in the procedure.
  2. Click Tap Main Menu  > Administration > Application Setup > Calendar Views Setup > Calendar Configuration.
  3. Create a new calendar or edit an existing one.
  4. For detailed instructions on other settings used for calendar configuration, see the Calendar Configuration topic.

  5. Specify Location Schedule configuration settings.

    Note: The way in which you specify Location Schedule configuration settings depends on whether or not the My Schedule feature switch is enabled:
    • If the My Schedule feature switch is enabled, you access Location Schedule configuration settings by selecting Location Schedule from Schedule Insights Widgets.
    • If the My Schedule feature switch is not enabled, you access Location Schedule configuration settings by selecting Yes in Display Location Schedule.

      Note: You must also set Function Access Profiles (FAPs) to make location schedules accessible to managers and employees. See ACPs for Scheduler functionality for more information.

    1. Include all jobs from locations employee can work: Select this option if you want to make all jobs in the same locations as both the employee's primary job and the jobs in the employee's job transfer set available in the Locations & Jobs drop-down, regardless of whether or not the employee can work a particular job. If left unselected, the Locations & Jobs drop-down list displays only the employee's primary job and jobs in the employee's job transfer set. The jobs the employee selects from this list determine which colleagues are displayed in the Location Schedule.

    2. Location schedule label: Optionally, specify the label you want to display on the Location Schedule page. The system uses the default ("Location Schedule") if you leave this field blank.

    3. Show colleagues' full schedule: Select this option if you want the Location Schedule to display shifts for all of the employee's colleagues' jobs, regardless where those shifts are located.

    4. Transfer types to display: Optionally, select the transfer types whose information you want the system to display for shifts selected in the Location Schedule. The location transfer type is selected by default, but you can also select cost center, labor category, and work rule transfer types.

    5. Select the following as needed:

        Note: These settings affect only the view of the other employees' schedules and do not change the view of the employee's own schedule in the top row.

      • Paycodes to display: Select paycodes of the other employees to show in the Location Schedule.
      • Paycodes to anonymize: Select paycodes to show but with only the start and end times and no identifying labels. Use this setting to hide personal or financial information.

        Example: Select a Bonus paycode so that the Location Schedule does not show the word "Bonus" to other employees.

      • Comments to display: Select comments to show in the Location Schedule.
      • Segment tags to display: Select segment tags that identify shift segments when an employee has a specific responsibility or characteristic.
      • Schedule tags to display: Select schedule tags. Visible To Employees must be selected for each tag; see the Tag Definitions topic.
  6. Click Tap Save.