Use the Ad Hoc Templates form to create a daily schedule template which you assign to a Schedule Policy on the Assign Ad Hoc Template form. Schedule Policies get assigned to an Employee or Employee Group. Ad Hoc Templates must be assigned to a Schedule Policy in order to take effect.
Ad Hoc Templates are generated into actual schedules when the system determines that a person is clocking in during a period that is assigned to an AD HOC PLACEHOLDER schedule with Ad Hoc Type By Clock (on the Schedule Cycle or Employee Schedule form). The system checks the Schedule Policy to which the person is assigned and locates the Ad Hoc Template assigned to that Schedule Policy.
The advantage of an Ad Hoc Template is that you can save it for future use and assign it to several employees at the same time without having to re-create the same schedule for each employee. An Ad Hoc Template is only associated with clock in times, not dates.
Detail Forms:
See Also:
Ad Hoc Templates Field Descriptions
Template ID
This field is the unique identifier for the record.
Gap Day Num
A gap day is a day when the employee is not scheduled to work. However, the employee may be allowed to come in and work on certain gap days. You can distinguish each gap day with its own Gap Day Number. The Gap Day Number can then be used by Pay Rules to identify the day in the schedule.
For example, a Monday-to-Friday schedule includes Optional schedules on Saturday and Sunday. Saturday is defined as Gap Day Num 1 and Sunday is defined as Gap Day Num 2. To apply a particular hours classification to Sunday, a Pay Rule is defined using the Is a Gap Day Number operand set to 2.
Gap Day Number may also be used for Availability Schedules and Ad-Hoc Schedules.
Schedule Type
This category describes the schedule. Select Normal, Exclusion, or Optional. See Schedule Types for more information.
Availability Type
This field indicates whether the person is Working or Not Working. The available options depend on the Schedule Type you select.
For a Normal schedule, the Availability Type is always Working.
For an Exclusion schedule, the Availability Type is always Not Working.
For an Optional schedule, you can set the Availability Type to Not Working or Working to indicate whether the person will be working or not during the schedule times. However, the Availability Type will not affect the person's ability to clock-in during the scheduled start and end times.
Required
This field Indicates whether the person is required to adhere to the schedule (Mandatory), or if the schedule is Optional. If a schedule is Mandatory, the person must follow the schedule or an exception will occur.
Normal and Exclusion schedules are always Mandatory. Optional schedules are always Optional.
Schedule Start Time
This is the official start date and time of the schedule.
The Schedule Start Time is configured when you add or modify an Ad Hoc Template using the Start Day (TODAY, YESTERDAY, or TOMORROW) and Start Timestamp fields.
Note: When calculating whether a person's clock-in is inside or outside the schedule, the Applicable Start is used.
Schedule End Time
This is the official end date and time of the schedule.
The Schedule End Time is configured when you add or modify an Ad Hoc Template using the End Day (TODAY, YESTERDAY, or TOMORROW) and End Timestamp fields.
Note: When calculating whether a person's clock-in is inside or outside the schedule, the Applicable End is used.
Applicable Start
This is the effective start date and time of the schedule. The Applicable Start is used to calculate whether a person's clock-in is inside or outside the schedule.
The Applicable Start is configured when you add or modify an edit template using the Applicable Start Day (TODAY, YESTERDAY, or TOMORROW) and Applicable Start fields.
Applicable End
The effective end date and time of the schedule. The Applicable End is used to calculate whether a person's clock-out is inside or outside the schedule.
The Applicable End is configured when you add or modify an edit template using the Applicable End Day (TODAY, YESTERDAY, or TOMORROW) and Applicable End fields.
Start Early Margin
This is the number of minutes the employee can start the schedule before a schedule start without receiving a violation notice. The Start Early Margin is defined on the Margins tab when you add or modify an Ad Hoc Template. You can enter a value in minutes, seconds, or hours but the Ad Hoc Templates form will always display in minutes.
Start Late Margin
This is the number of minutes the employee can start the schedule after a schedule start without receiving a violation notice. The Start Late Margin is defined on the Margins tab when you add or modify an Ad Hoc Template. You can enter a value in minutes, seconds, or hours but the Ad Hoc Templates form will always display in minutes.
End Early Margin
This is the number of minutes the employee can end the schedule before the schedule end without receiving a violation notice. The End Early Margin is defined on the Margins tab when you add or modify an Ad Hoc Template. You can enter a value in minutes, seconds, or hours but the Ad Hoc Templates form will always display in minutes.
End Late Margin
This is the number of minutes the employee can end the schedule after the schedule end without receiving a violation notice. The End Late Margin is defined on the Margins tab when you add or modify an Ad Hoc Template. You can enter a value in minutes, seconds, or hours but the Ad Hoc Templates form will always display in minutes.
Protected
Select this field on the Properties tab when adding or modifying an ad hoc template.
When a person has a Protected schedule, the person's schedule cannot be modified or deleted by the SCHEDULE_GENERATION service or the Generate button on the Schedule Cycle form. However, you can modify a Protected schedule if you un-protect the schedule first.
Description
This is a description of the Ad Hoc Template.
Shift
Select the shift to use for this schedule. Shifts are created on the Shift Definition form.
The Shift will be used only if the employee has a Shift Policy that uses the Shift From Schedule setting.
Is Elapsed
Select this option on the Properties tab when adding or modifying an Ad Hoc Template.
When you select this box, the employee is expected to post time using the Elapsed Type Entry method. This method is typically used by salaried employees.
Holiday Overtime
Select this option on the Properties tab when adding or modifying an Ad Hoc Template.
When you select this box, the schedule is a Holiday Overtime schedule.
Overtime Type
This field is defined on the Properties tab when adding or modifying an Ad Hoc Template.
Select whether the schedule is an overtime schedule:
PRE SHIFT: Indicates that the overtime occurs before the Normal schedule.
POST SHIFT: Indicates that the overtime occurs after the Normal schedule.
An Overtime schedule may also be created when an overtime offer is authorized on the OT Offer Detail tab of the OT Offer form.
Split Day
This option indicates whether this day is a split day in a 9-80 schedule.
A 9-80 schedule is a two-week schedule in which 80 hours are worked in nine days instead of 10. Typically, one week consists of four nine-hour days and a single eight-hour day, while the other week consists of four nine-hour days. The time worked on the eight-hour day is split between two pay weeks (therefore, this day is called the split day).
A split day will have two adjacent schedules – one for the First Half of the day and one for the Second Half of the day.
Select NO SPLIT if the schedule is not a split day.
Select FIRST HALF is the schedule is for the first half of a split day in a 9-80 schedule.
Select SECOND HALF is the schedule is for the second half of a split day in a 9-80 schedule.
When you select FIRST HALF or SECOND HALF, you must also specify the Pay Week and Pay Period.
Pay Week
This field is available when you select FIRST HALF or SECOND HALF in the Split Day field. This setting indicates whether the schedule will apply to a different pay week while still having the same Post Date. This setting will affect how the schedule displays on the timecard as well as weekly overtime thresholds. Select from the following options:
CURRENT: This half of the split day applies to the current pay week.
NEXT: This half of the split day applies to the next pay week.
For example, a 9-80 biweekly schedule has a split day in the middle of the pay period. The First Half has Pay Week set to CURRENT and the Second Half has Pay Week set to NEXT. When you view the first week of the pay period in the timecard, the First Half of the split day is included. When you view the second week of the pay period in the timecard, the Second Half of the split day is included.
Pay Period
This field is available when you select FIRST HALF or SECOND HALF in the Split Day field. This setting indicates whether the schedule will apply to a different pay period while still having the same Post Date. This setting affects how the schedule displays on the timecard as well as weekly overtime thresholds. Select from the following options:
CURRENT: This half of the split day applies to the current pay period.
NEXT: This half of the split day applies to the next pay period.
For example, in a 9-80 biweekly schedule, the last day in the period is a split Friday with an Optional schedule. For the First Half of this day, Pay Week and Pay Period are set to CURRENT. For the Second Half of this day, Pay Week and Pay Period are set to NEXT. If the employee works on this optional split day, the First Half will apply to the current pay period and pay week. The Second Half will apply to the next pay period and pay week.
Total Paid
This indicates the number of paid hours in the schedule. Paid hours are the number of hours between the schedule start and schedule end minus any unpaid events configured for the schedule on the Event Template tab.
Total Unpaid
This indicates the number of unpaid hours in the schedule. Unpaid hours are MEAL or BREAK events configured for the schedule on the Event Template tab, provided these events are configured as unpaid events.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Administration > Schedules > Ad Hoc Templates.
Click the 
Filter button to display the
Schedule Type
field.
To find a specific Ad Hoc Template, select a Schedule Type and click Find.
To find all available Ad Hoc Template, leave the Schedule Type field blank and click Find.
Click Main Menu > Administration > Schedules > Ad Hoc Templates.
Click Add.
Use the Template, Margins, and Properties tabs to create the schedule.
Click Save when you are done.
To add a Meal or Break to the schedule, use the Event Template tab.
To modify an Ad Hoc Template, select it on the Ad Hoc Templates form and click Modify. Use the Template, Margins, and Properties tabs to change the schedule. Click Save when you are done.
To duplicate an Ad Hoc Template, select it on the Ad Hoc Templates form and click Copy. Change the settings as necessary on the Template, Margins, and Properties tabs. Click Save when you are done.
To delete an Ad Hoc Template, select it on the Ad Hoc Templates form and click Delete.