Setting Up Employee Schedules

1. Open the Company Offices window. See Opening the Company Offices Window.
2. Click the Schedule link.

   The Daily Employee Schedule window opens.

   If the schedule is being set up for the first time, or if you have not assigned hours to a doctor for a day, the link Off displays in the day column. After assigning hours, the scheduled time range displays in the day column.

1. Open the Daily Employee Schedule window. See To open the Daily Employee Schedule window.
2. Click one of the double arrow buttons (<< and >>) to select a week end date in the Week End Date box.
3. Select Doctor or Non Doctor from the Filter By Role drop-down list to filter displayed employees.
   If an employee has the doctor role as well as other roles, the employee is displayed as a doctor.

1. Open the Daily Employee Schedule window. See To open the Daily Employee Schedule window.
2. Click Off or the time range in the day column of the employee you want to schedule.

   The Employee Schedule window opens.

3. For each of the following fields, type a time in the field or click the Time Picker icon to open the Time Picker and select a time:
   • Start
   • Break Start
   • Break End
   • End
4. If the employee has one of his or her usual work days off, select a reason for the absence from the Time Off Type drop-down list. The Time Off-Type drop-down list indicates that the employee is missing a day that he or she would usually be scheduled to work, due to vacation, illness, or another reason.
   If the employee does not usually work in the office on a specific day (for example, if a employee never works on Tuesdays), do not select a reason from the Time Off-Type drop-down list or assign that employee a schedule for that day.
5. To indicate an employee’s unavailability during an exam time slot, select a time slot from the first blank Block drop-down list.
   You can schedule up to four blocks of unavailability for each employee.
6. To clear the schedule, click Delete.
7. To cancel your unsaved changes and close the Employee Schedule window, click Cancel.
8. To save the schedule and close the Employee Schedule window, click Save.

1. Open the Daily Employee Schedule window. See To open the Daily Employee Schedule window.
2. Click the View link next to the employee whose schedule you want to view.

   The Employee Weekly Schedule window opens and displays the employee’s hours for the week.

3. To print the schedule, click Export.

   The Weekly Employee Schedule opens with Adobe Acrobat.

If the employees at an office have the same schedule every week, or if the office has a rotating schedule (for example, the schedule is the same only every other week), then you can save time by copying existing schedules into the blank schedules of upcoming weeks. By copying schedules, you can quickly set up employees’ office hours in advance as well as build a two-week, three-week, or four-week rotation.

1. Open the Daily Employee Schedule window. See To open the Daily Employee Schedule window.
2. Create the schedule that you want to copy. See To create an employee’s schedule.
3. Click the double arrow buttons (<< and >>) to navigate to the week right before the week to which you want to copy the schedule.
   For example, if you want to copy a schedule into the week of 10/08/2011, then navigate to the week of 10/01/2011.
4. Select the schedule you want to copy into the next week’s schedule from the Copy Schedule From drop-down list.
   • For example, if you want the week of 10/08/2011 to have the same schedule as the week of 10/01/2011, select 1 Week Ago.
   • To make a time period selection the default selection for the Copy Schedule From drop-down list, select the Check here to set as default check box.
5. Select which roles to copy from the Copy By Role drop-down list.
   To make the role selection the default selection for the Copy By Role drop-down list, select the Check here to set as default check box.
6. Click the double right arrow button (>>) to view the next week’s schedule.

   The schedule is copied from the week you selected and this message displays: “A schedule has been created or updated.”

Clearing a schedule removes all scheduled hours as well as all employees from that week’s schedule. Only click the Clear Schedule button if you are going to copy a schedule or if no employees are working in the office that week. See To copy an existing schedule.

1. Open the Daily Employee Schedule window. See To open the Daily Employee Schedule window.
2. Click the right double arrow button (>>) to select a week end date in the Week End Date box.
3. Click Clear Schedule.
4. Click OK on the dialog box to clear the schedule.

   All employees and schedules are removed and the message “Employee has no schedule” displays.