Making Daily Modifications

Below is the procedure to make daily modifications in your Schedule.  These daily modifications can come in the form of the Leave Codes set in Preferences >> Personnel >>Personnel Tab: 

Typically these are Vacation, Holiday, Sick Day, PTO, LOA, FMLA, etc.

1.  Go to the Schedule Tab in the Personnel Module, as shown in the figure below:

2.  Select an assignment and click on the Edit button  in the Edit column  to open the figure below:

3.  Click on the check box(es) to change the Days you want that employee working.  Below is a sample of several days being checked.

4.  Select the employee going to be assigned to work the selected days.

Below is an example:

5.  Click on Update button  and you will open figure below:

6.  Click on the Save button  to save the changes and return to the main schedule.  To cancel, click on the Close button.

7.  Repeat steps 2 through 7 for all other employees you need to update.