General Tab

The General tab displays basic information about this transaction, including the date, time, organization unit, and labor distribution.

Activity Code

The activity code to be assigned to the employee for this transaction.

Amount (Dollars)

The dollar value associated with the transaction, if applicable.

Date

The date this calendar entry is to take place.

Device Number

The identification number of the input device for the transaction, such as the badge reader number.

DOW

Two letter code indicating the day of the week of this entry.

Extra Shift

The Extra Shift indicator determines whether a shift is an extra shift or a regular shift. Marking certain shifts as "Extra" allows you to prioritize employees that should be called off first in the event of a low census scenario.

When the Extra Shift feature is enabled, schedules are considered Extra when they are acquired by the employee through the following ways.

• Approved from a request to work an open schedule

• Accepted via an Open Shift Notification broadcast

• Changed manually by a scheduler to be Extra

• A schedule awarded from an Offer

• An Extra schedule that has been traded

  When an employee trades a schedule already labeled Extra, the Extra status follows with the employee to the new schedule. For example, the employee had a schedule for Thursday and traded with someone for a Friday schedule. The Friday schedule is now labeled as Extra.

To set up extra shifts, complete the following steps.

Grant Code

The identification code of an applicable grant.

Hours/Units

The length (in whole and decimal hours) of this calendar entry. For example, ninety minutes would be entered as 1.5 hours. If there are multiple days selected, this is the number of hours for each day.

Input Source Symbol

The symbol indicating the original source of entry of this transaction, such as Manual or Download. Move the pointer over the symbol to display the original and current source.

Job Class

The employee work assignment for this calendar entry.

Lunch Length (Hours)

The amount of time taken for a lunch break, expressed in whole and/or decimal hours. For example, a 30 minute lunch break would be entered as .5 hours.

Organization Unit Level 1

The level 1 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 2

The level 2 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 3

The level 3 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 4

The level 4 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 5

The level 5 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 6

The level 6 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 7

The level 7 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 8

The level 8 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 9

The level 9 organizational code where this calendar is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Override Code

The code used by authorized supervisors to override payroll rules for a calendar transaction.

Pay Code

The pay code assignment of this calendar entry.

Pool Code

The staffing pool where this calendar entry is applied.

Position Code

The labor distribution code that indicates the organization and job class assignment for this transaction.

Predefined Note Code

Standardized text that can be attached to an employee transaction to give additional information.

Predefined notes may be editable. An example of an editable predefined note is for funeral leave, to indicate the name of the deceased and relationship to the employee.

Profile

The profile code to be assigned to the employee. The profile code includes the job class, the organization unit, and any station and skill requirements.

Project Code

The identification code of an applicable project.

Quick Code

The Quick Code used during a Quick Badge transaction.

The Quick Code column is not shown initially on the Transaction List. To enable it, update indicator System Standard 20 in the Web application (Configuration > Application > Search for Web).

Rate (Dollars/Hour)

The rate of pay (in dollars per hour) for this calendar transaction.

Requested Reason

The reason this calendar entry was requested, if additional information should be supplied.

Self Scheduled

Indicates whether this schedule was added via self scheduling (Yes/No). This value is entered by the system and is not editable.

Special Codes 1-5

The Special Codes fields allow users to enter one or more codes with additional processing information to a transaction.

The special codes that display on the List Selector are previously set up on the Special Codes configuration screen.

Subject

The topic of this notation. When a predefined note is configured to be editable, the subject entry can be modified.

Text

The free-form text of the message. When a predefined note is selected, the text is automatically displayed. If the predefined note is set up to be editable, additional information can be entered in this field. If this is not a predefined note, type the message text in this field.

Time

Enter the Time the calendar should begin. The format can either be 24-hour or 12-hour. If you are using 12-hour format, follow the time with 'a' or 'p' for AM and PM.