Weekly Periods

Weekly Periods

Weekly Periods Overview

Weekly Periods lets you add/create a weekly period that further allows you to add/assign employees' weekly schedule location-wise. It also shows the number of employees working at the selected location in the selected weekly period, along with their total working hours. It is also termed as "Employee Schedule Periods."

In this article, you will learn:
  1. How to Add/Create Weekly Periods.
  2. How to View Existing Weekly Periods.
  3. How to Delete Weekly Periods.

Reaching "Weekly Periods/Employee Schedule Periods"

To reach "Weekly Periods," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Scheduler
  3. Step 3: Choose Weekly Periods/Employee Schedule Periods


                                                                                        Figure 0.0

Understanding "Weekly Periods/Employee Schedule Period"

Please see the image below labeled Figure 0.1 for a description of the buttons and fields that appear on the screen.

                                                                                     Figure 0.1

The Weekly Periods home screen displays the Added Period, Location, Scheduled Hours, Number of Employees, and Action Buttons.

From this page, you can:
  1. Add New: This button is used to create/add a new weekly period.
  2. View: This button lets you view the added weekly periods.
  3. Remove: This button helps you in removing the weekly period record.

1. Adding a New Weekly Period/Employee Schedule Period

Follow the steps mentioned below to add a new Employee Schedule Period/Weekly Period:
  1. Click the “Add New" button shown in Figure 0.1 above to add a new employee schedule. See Figure 1.0.
  2. The form highlighted in Figure 1.0 will appear on your screen.     

                                                                                       Figure 1.0
Fields and Buttons:
  1. Location: Fill in the location name from the drop-down list of locations.
  2. Period: From the drop-down calendar, pick the desired date/day. Whatever day/date you select from the associated drop-down calendar, the system will create a weekly period of next 7 days.

                                     Figure 1.1
  1. In case the current date falls in a weekly period that is already created, the system will forcefully enter the related period in the Period field.

                            Figure 1.2
  1. If no period is created for the selected date, then the system will create a weekly period for the next 7 days from the selected date/day.
  1. Once done, click the "Save" option to save the created weekly period.
  2. Click on "Cancel" to ignore the creation of a new weekly period.

2. Viewing the Weekly Period/Employee Schedule Period

This button helps only in viewing the existing employee schedule/weekly period. It displays the Locations, Period, Total Employees In Period, and Total Hours Scheduled. Total Employees in Period and Total Hours Scheduled data are fetched from the "Employee Scheduler" module.


                                                                                   Figure 2.0

3. Deleting the Weekly Period/Employee Schedule Period

Follow the steps mentioned below to delete the weekly/employee schedule period.
  1. Click the “Delete” button highlighted in Figure 0.1 above to delete the weekly/employee schedule period.
  2. A dialog box highlighted in Figure 3.0 will appear.

                                       Figure 3.0
  1. Click “Yes, Delete” to continue the process of deleting the Weekly Period/Employee Schedule Period.
  2. Click “Cancel” to close the pop-up and skip the deletion process.

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