Edit Template

The Edit Template form is used to create templates for the Edit Schedule button on the Current Situation form. These templates can be used as a starting point when you are adding or modifying a person's schedule using the Edit Schedule button.

Edit Template Field Descriptions

The Template Name quick link at the top of the Edit Template form displays a drop-down list of the schedule edit templates that have already been defined. You can select a template from this list to view and modify on the form.

Use the

quick link icon next to the Template Name field to define the name and description of a schedule edit template. Click this icon and select Add, Lookup, or Maintain.

The Schedule Start Time is configured when you add or modify an edit template using the Start Day (TODAY, YESTERDAY, or TOMORROW) and Start Time fields.

Note that when calculating whether a person's clock-in is inside or outside the schedule, the Applicable Start is used (see below).

The Schedule End Time is configured when you add or modify an edit template using the End Day (TODAY, YESTERDAY, or TOMORROW) and End Time fields.

Note that when calculating whether a person's clock-out is inside or outside the schedule, the Applicable End is used (see below).

Category that describes the schedule – Normal, Exclusion, Optional, Ad Hoc Placeholder, and Availability. See Schedule Types for more information.

The color of the Schedule Type is based on your assigned Color Policy. See Color Policy - Other Context for more information.

An Edit Template can have one Normal schedule and multiple schedules of other types (Exclusion, Optional, Ad Hoc Placeholder, and Availability). If the template does not have a Normal schedule, it will be considered a gap day schedule.

Indicates whether the person is Working, Not Working, Available, or Unavailable. The available options depend on the Schedule Type you selected.

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.

For an Availability schedule, you can set the Availability Type to Available or Unavailable. However, the Availability Type will not affect the person's ability to receive additional schedules or clock-in during the scheduled start and end times.

If the Ad Hoc Type is Virtual, then whatever schedule was set on the most previous post date for the person, and was not identified as a Gap Day, is copied into the placeholder time span.

If the Ad Hoc Type is By Clock, the system will pick an Ad Hoc Template that corresponds to the period containing the time stamp of the clock in. To create an Ad Hoc Template, use the Ad Hoc Templates form. You must assign the Ad Hoc Template to a Schedule Group using the Assign Ad Hoc Template form.

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 and 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 – 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.

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.

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.

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 and Availability schedules are always Optional. An Ad Hoc Placeholder schedule can be Mandatory or Optional.

Identifies the shift that is being used for this schedule. Shifts are created on the Shift Definition form.

Note: This shift will be used only if the employee has a Shift Policy with Shift From Schedule checked.

Number of minutes, hours, or seconds a person can start the schedule before a schedule start without receiving a violation notice.

Number of minutes, hours, or seconds a person can start the schedule after a schedule start without receiving a violation notice.

Number of minutes, hours, or seconds a person can end the schedule before the schedule end without receiving a violation notice.

Number of minutes, hours, or seconds a person can end the schedule after the schedule end without receiving a violation notice.

Defined on the Properties tab when adding or modifying a schedule edit 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 on the Person Schedule form if you un-protect the schedule first using the Protect/Unprotect button.

The Protected box is always checked on the Properties tab of the Edit Template form. Whenever a schedule is added or modified using the Edit Schedule button in Current Situation, the new schedule will be Protected. You may or may not be able to edit it again depending on your Schedule Edit Policy. If necessary, you can un-protect the schedule on the Person Schedule form.

Defined in the Properties tab when adding or modifying a schedule edit template.

When this box is checked, the employee is expected to post time using the Elapsed Type Entry method. This method is typically used by salaried employees.

Defined on the Properties tab when adding or modifying a schedule edit template. This box is always unchecked (indicating the schedule is not a Holiday Overtime schedule) and cannot be modified.

Defined on the Properties tab when adding or modifying a schedule edit template. This setting is always blank (indicating the schedule is not an overtime schedule) and cannot be modified.

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 FIRST HALF if the schedule is for the first half of a split day in a 9-80 schedule.

Select SECOND HALF if 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 (see below).

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.

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.

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 Edit Template Event tab.

Number of unpaid hours in the schedule. Unpaid hours are MEAL or BREAK events configured for the schedule on the Edit Template Event 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.

Create a New Edit Template

Modify an Edit Template

To change the description of the edit template, use the Template Name quick link. Click the

icon and select Maintain from the pop-up menu. On the pop-up form, select the template and click Modify. Enter a new Description and click Save.

To modify the schedule, select it on the Edit Template form and click Modify. Use the Schedule Cycle, Margins, and Properties tabs to change the schedule. Click Save when you are done.

Delete an Edit Template

To delete an edit template, use the Template Name quick link. Click the

icon and select Maintain from the pop-up menu. On the pop-up form, select the template and click Delete.

To delete the schedule from the edit template (changing it to a Gap Day), select it on the Edit Template form and click Delete.