The Event tab on the Person Schedule form is used to add a Meal or Break event to a day in a schedule. You can also define events that may not be used, such as when an employee is not allowed to take a break or a meal.
If the Meal or Break is configured to post automatically, the automatic event posting is triggered when the employee posts an event after the time of the scheduled automatic event. For example, if the automatic lunch is from 12:00 p.m. to 12:30 p.m., when the employee stops labor at 12:05 p.m., the automatic lunch will post. If you want to allow a punched meal or break to override an automatic one, see Meal/Break Override for the configurations needed. If you want to allow a punched meal or break to override an automatic one, see "Meal/Break Override" in your help file for the configurations needed.
See Also:
Add an Event to a Person Schedule
Modify an Event in a Person Schedule
Delete an Event from a Person Schedule
Event
These options are available: ATTENDANCE:BREAK and ATTENDANCE:MEAL. Typically, MEAL is used for meal breaks such as lunch, and BREAK is used for any other kind of break within the schedule.
Posting Basis
This field determines when the Event will post. The following options are available:
STRICT: The Event has a specific start and stop time, regardless when the person clocks in or out. The start and stop times are defined in the Start Timestamp and End Timestamp fields.
OFFSET: The Event will post for a specified number of hours after the raw timestamp of the most recent clock in, based on the Start Hours Offset and End Hours Offset. For example, the employee's schedule is 7 a.m. to 3:30 p.m. with an automatic half-hour lunch. The Posting Basis for the lunch is OFFSET, Start Hours Offset is 4, and End Hours Offset is 4.5. The employee clocks in at 6:45 a.m., which rounds to 7 a.m. based on his Rounding Policy. The OFFSET for the lunch event is based on the raw clock-in time, which is 6:45 a.m. Therefore the lunch posts from 10:45 a.m. to 11:15 a.m.
Start Timestamp, End Timestamp
When you add or modify a Schedule Cycle Event, and the Posting Basis is STRICT, the Start Timestamp and End Timestamp fields will display. These fields are used to define the date and time when the Event can post.
Start Hours Offset, End Hours Offset
When the Posting Basis is OFFSET, these fields define the number of hours after the raw timestamp of the most recent clock in when the Event will start and end. For example, the Meal event has a Start Hours Offset of 4 and an End Hours Offset of 5. If the employee's raw clock-in time is 8 a.m., the Meal event will be posted from 12 p.m. to 1 p.m.
Auto Event
This field defines how the Event will post. The following options are available:
AUTO: The Event posts automatically according to the Start Time and End Time or the Start Hours Offset and End Hours Offset.
OVERRIDE: The Event posts automatically unless it the employee posts it manually. For example, an employee is scheduled to work from 7:00 a.m. to 3:30 p.m. with a lunch break from 11:30 a.m. to 12:00 p.m. that is set to OVERRIDE. The employee works from 7:00 a.m. to 10:30 a.m. and then punches out for lunch. The employee returns from lunch at 12:30 p.m. The automatic lunch (11:30 – 12:00) will not post and the punched lunch (10:30 – 12:30) will remain. See Meal/Break Override for more information.
PUNCH: The Event posts only when the employee posts it manually.
Note: If you are using the Smart Clock feature, make sure you set Auto Event to PUNCH.
Margin Unit
This unit of time is used to define the Start Early Margin, Start Late Margin, End Early Margin, and End Late Margin. Select Hours, Minute, or Seconds.
The Person Schedule Event tab will always display the value in minutes.
When you modify a Person Schedule Event, the form will display these values using the largest possible Margin Unit (Hours, Minutes, or Seconds) for which all the margin values can be expressed as integers. For example, you enter 120 Seconds for the margin values and click Save. When you modify the record, the margin values will display as 2 Minutes. If you enter 90 seconds for the margin values and click Save, the form will display the values as 90 Seconds when you click Modify.
Start Early Margin
This whole number represents the number of margin units before a meal or break is supposed to start that a person can leave for a meal or break without receiving a violation notice. Margins are only used when Auto Event is set to PUNCH or OVERRIDE.
The Margin Unit field determines if the Start Early Margin is in hours, minutes, or seconds. The default value is minutes.
Start Late Margin
This whole number represents the number of margin units after a meal or break is supposed to start that a person can leave for a meal or break without receiving a violation notice. Margins are only used when Auto Event is set to PUNCH or OVERRIDE.
The Margin Unit field determines if the Start Late Margin is in hours, minutes, or seconds. The default value is minutes.
End Early Margin
This whole number represents the number of margin units before the meal or break is supposed to end that a person can return from the meal or break without receiving a violation notice. Margins are only used when Auto Event is set to PUNCH or OVERRIDE.
The Margin Unit field determines if the End Early Margin is in hours, minutes, or seconds. The default value is minutes.
End Late Margin
This whole number represents the number of margin units after the meal or break is supposed to end that a person can return from the meal or break without receiving a violation notice. Margins are only used when Auto Event is set to PUNCH or OVERRIDE.
The Margin Unit field determines if the End Late Margin is in hours, minutes, or seconds. The default value is minutes.
Required
Select from the following options to determine if the event is required for an employee:
MANDATORY: The employee is expected to post the Event.
OPTIONAL: The employee may post the Event but there will not be a violation if the Event is not posted.
PROHIBITED: The employee is not allowed to post the Event.
When Auto Event is set to AUTO or OVERRIDE, the Required field is always set to MANDATORY.
When Auto Event is set to PUNCH, you can select MANDATORY, OPTIONAL, or PROHIBITED.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
You cannot add an event to a day that is payroll locked.
Click Main Menu > Administration > Schedules > Person Schedule.
Select the person and schedule to which you want to add an event.
On the Event tab, click Add.
Modify the field values as necessary and click Save.
You cannot modify an event on a day that is payroll locked.
Click Main Menu > Administration > Schedules > Person Schedule.
Select the person and schedule with the event you want to modify.
On the Event tab, select the event and click Modify.
Modify the fields and click Save.
You cannot delete an event from a day that is payroll locked.
Click Main Menu > Administration > Schedules > Person Schedule.
Select the person and schedule with the event you want to remove.
On the Event tab, select the event and click Delete.
Click OK to confirm the action.