Scheduling Field Definitions

Modified on Wed, Nov 25, 2020 at 1:06 AM

The following tables describe the data sources under Scheduling. They list the fields available and provide a brief description of contents. They include:

Enterprise Schedule and Shifts
Schedule Report
Location Schedule and Shifts
Special Day
Template

Enterprise Schedule and Shifts

You can report on data regarding Enterprise shifts. Reports gather information from the following sources.

Employee information is specified in the Add or Edit Employee window.
Location information is specified in the Add or Edit Location window. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.
Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Note: An Enterprise shift acts as a template until it is deployed to a location. Once deployed, it is linked to the location's shifts. Location-based information in the report will be blank if the shift is not deployed.

Field	Description of contents
Add	Add a schedule or shift
All	Selects all the schedules or shifts
Allow Swap	Whether or not you allow shift swapping and who can swap shifts
Approved	Whether or not the schedule has been approved
Archived	Whether or not the schedule has been archived
Assign	Assigns shifts to employees
Auto Fill	Automatically assigns shifts to employees based on your parameters
Auto Fill Custom	Automatically assigns employees based on your custom set up (different than regular auto fill setup)
Break End	Break end time with day mm/dd/yyyy and time in AM or PM.
Break Hours	Total time of breaks in the shift.
Break Start	Break start time with day mm/dd/yyyy and time in AM or PM.
Clear Assignments	Unassigns employees from an assignment
Clear Breaks	Removes breaks from shifts
Compliance	Shows if your schedule is meeting your locations shift and schedule needs
Copy	Copies a shift
Coverage	What your schedule's hourly coverage looks like and if it is in compliance
Create Breaks	Adds breaks to a shift
Crew	Which crew the shift is assigned to.
Date	Date of the shift.
Date End	Date shift ends
Date Start	Date shift begins
Day	Day of the week the shift occurs
Delete	Removes a shift
Edit	Edit a shift
Employee	Name of employee assigned to a shift
Event	What was changed in the schedule
External Id	Employee ID for use with an external system, such as HR or Payroll.
Filter	Conditions changing and rearranging the information you see in your schedule and shift chart
Group	Name of group shift is assigned to
Hours	Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.
Inactive	Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active).
Lines	Line used to add shifts to schedule
List	List view of schedule's shifts
Merge Shifts	Combines two shifts into one
Name	Name of the schedule
None	Clears all selections
Not Assigned	Shows shifts that are not assigned to employees
Note	A comment added to shift.
Published	Whether or not a schedule is published and abl to be viewed by employees (schedule can still be changed after this)
Reactivate	Restores an inactive shift so it can be filled and worked.
Show All	Shows all schedules instead of just the current and future ones.
Station	Name of Station.
Status	Whether of not a schedule has been published and/or approved
Summary	Notes for changes made to a schedule
Swap/Bid	Places a shift on the swap/bid board
Switch Assignments	Swaps the employees assigned to two shifts.
Templates	A standard shift setup that can be imported into a schedule.
Time Stamp	The time and date a change to the schedule was made.
Tools	List of actions used to create and modify shifts.
Totals	Total shifts on a schedule per day and location.
User	Employee’s username (same as EmployeeNum).
Week	Week view of your schedule's shifts

Schedule Report

Schedule reporting gathers information from the following sources:

Employee information is specified in the Add or Edit Employee window.
Location information is specified in the Add or Edit Location window. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.
Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Field	Description of contents
Date	Date of the shift.
Day	Day of the week the shift occurs
Employee	Name of employee assigned to a shift
Hours	Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.
Location	Location the shifts are assigned to.
Station	Name of shifts .
Week	Week view of your schedule's shifts

Location Schedule and Shifts

Schedule shifts gathers information for reporting from the following sources:

Employee information is specified in the Add or Edit Employee window.
Location information is specified in the Add or Edit Location window. In addition, once you establish a location, you set up Location settings, Employee portal and swapping privileges, autofill and break settings, and time settings.
Scheduling information is specified in the Add or Edit Shift window in Schedules in the Location portal or from Templates in either portal.

Field	Description of contents
Add	Add a schedule or shift
All	Selects all the schedules or shifts
Allow Swap	Whether or not you allow shift swapping and who can swap shifts
Approved	Whether or not the schedule has been approved
Archived	Whether or not the schedule has been archived
Assign	Assigns shifts to employees
Auto Fill	Automatically assigns shifts to employees based on your parameters
Auto Fill Custom	Automatically assigns employees based on your custom set up (different than regular auto fill setup)
Break End	Break end time with day mm/dd/yyyy and time in AM or PM.
Break Hours	Total time of breaks in the shift.
Break Start	Break start time with day mm/dd/yyyy and time in AM or PM.
Clear Assignments	Unassigns employees from an assignment
Clear Breaks	Removes breaks from shifts
Compliance	Shows if your schedule is meeting your locations shift and schedule needs
Copy	Copies a shift
Coverage	What your schedule's hourly coverage looks like and if it is in compliance
Create Breaks	Adds breaks to a shift
Crew	Which crew the shift is assigned to.
Date	Date of the shift.
Date End	Date shift ends
Date Start	Date shift begins
Day	Day of the week the shift occurs
Delete	Removes a shift
Edit	Edit a shift
Employee	Name of employee assigned to a shift
Event	What was changed in the schedule
External Id	Employee ID for use with an external system, such as HR or Payroll.
Filter	Conditions changing and rearranging the information you see in your schedule and shift chart
Group	Name of group shift is assigned to
Hours	Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.
Inactive	Flags that the shift has been made inactive and no longer a valid shift; Displays -1 if True (shift is inactive) or 0 if False (shift is active).
Lines	Line used to add shifts to schedule
List	List view of schedule's shifts
Merge Shifts	Combines two shifts into one
Name	Name of the schedule
None	Clears all selections
Not Assigned	Shows shifts that are not assigned to employees
Note	A comment added to shift.
Published	Whether or not a schedule is published and abl to be viewed by employees (schedule can still be changed after this)
Reactivate	Restores an inactive shift so it can be filled and worked.
Show All	Shows all schedules instead of just the current and future ones.
Station	Name of Station.
Status	Whether of not a schedule has been published and/or approved
Summary	Notes for changes made to a schedule
Swap/Bid	Places a shift on the swap/bid board
Switch Assignments	Swaps the employees assigned to two shifts.
Templates	A standard shift setup that can be imported into a schedule.
Time Stamp	The time and date a change to the schedule was made.
Tools	List of actions used to create and modify shifts.
Totals	Total shifts on a schedule per day and location.
User	Employee’s username (same as EmployeeNum).
Week	Week view of your schedule's shifts

Special Day

Special Days are specified in the Enterprise portal under Organization > Lists > Special Days. You first create special day types and then use them when creating special days for scheduling purposes.

Field	Description of contents
Add	Create a new special day.
Calendar	Which type of calendar entry the special day is.
Color	Color code for the special day's style.
Date	Date or date range of the special day(s).
Description	Start date of special day date range.
Delete	Delete a special day.
Name	Name of the special day.
Settings	The type of special day and color.
Type	The kind of special day.

Template

Templates can be created and maintained in both the Enterprise portal or the Location portal.

Field	Description of contents
Break End	Break end time. (Date portion will be 01/01/1900).
Break Hours	Total amount of break time for the shift.
Break Start	Break start time. (Date portion will be 01/01/1900).
Crew	Name employee’s crew assignment.
Day	Which day of the week the shift is assigned to
Employee	Employee’s full name. Displayed as “Last, First”.
Enterprise	Whether or not the template is location-specific or for the enterprise
Hours	Total hours of the shift. (ShiftEnd – ShiftStart) – BreakHours.
Note	A comment added to shift.
Shift End	End time of shift in AM or PM (shows fixed default date of 1/1/1900).
Shift Group	Name of shift group the shift has been assigned.
Shift Start	Start time of shift in AM or PM (shows fixed default date of 1/1/1900).
Shifts	Total number of shifts in the template
Station	Name of Station.
Template End Date	Date the template ends
Template Group	Group the template is assigned to
Template Name	Name of the template.
Template Start Date	Date the template starts
Type	Standard or non-standard template