Creating Daily Rules and Work Schedule Profiles

APS Staff

Created Apr 17, 2024

Creating Daily Rules and Work Schedule Profiles

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1

Login to your account and in the search bar type in "daily rules" and select Daily Rules

Login to your account and in the search bar type in "daily rules" and select Daily Rules
2

Click on New Daily Work Schedule (or click the pencil next to an existing Daily Rule to edit).

Click on New Daily Work Schedule (or click the pencil next to an existing Daily Rule to edit).
3

Name the the Daily Rule and select the Schedule Type. Most commonly used Schedule Types are Free Flow and Fixed.

  • Free Flow: Set a fixed number of hours for the schedule.

  • Fixed: Set a fixed start and end time for the schedule.

  • Floating: Set a time range for the shift start time along with required total hours.

  • Flexitime: Set time ranges for the shift start and end times.

Name the the Daily Rule and select the Schedule Type. Most commonly used Schedule Types are Free Flow and Fixed.
4

The required Time and Hours criteria varies based on the Schedule Type selected. In this example, Fixed is selected, which requires a Start and End Time. Click Save when finished.

The required Time and Hours criteria varies based on the Schedule Type selected. In this example, Fixed is selected, which requires a Start and End Time. Click Save when finished.
5

After Daily Rules are created, they can be added to a Work Schedule Profile. Navigate to Work Schedule Profiles and click New Work Schedule Profile (or click the pencil to edit an existing profile).

After Daily Rules are created, they can be added to a Work Schedule Profile. Navigate to Work Schedule Profiles and click New Work Schedule Profile (or click the pencil to edit an existing profile).
6

Name the Schedule Profile (best practice is naming the schedule the hours and days worked (8a-4pm M-F)

Name the Schedule Profile (best practice is naming the schedule the hours and days worked (8a-4pm M-F)
7

Select the Daily Rule for each day worked. Click Save.

Select the Daily Rule for each day worked. Click Save.
8

Click on Save.

Click on Save.
9

After the Work Schedule Profile is created, it can be assigned to an employee. Navigate to the Main Tab of the employee's profile. Click the Browse button for Work Schedule on the Profile Menu.

After the Work Schedule Profile is created, it can be assigned to an employee. Navigate to the Main Tab of the employee's profile. Click the Browse button for Work Schedule on the Profile Menu.
10

Select the appropriate Work Schedule and click Save.

Note: after you save, the schedule will now be tracked on the employee moving forward.

Select the appropriate Work Schedule and click Save.
Well done!
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