How do I assign an allocation schedule to an employee?

You can assign an allocation schedule to an employee by navigating to the employee’s record and selecting “Absences” from the main employee menu, then selecting “View Absence Allocation” from the link at the top of the page.

When the Allocations page appears, you are shown the current schedule for the selected employee at the top of the page. Clicking the “Change Schedule” button directs you to a page where you can select the required schedule for the employee. Once you have selected the schedule, click “Assign Schedule” to assign the selected allocation schedule. The system will then recalculate the holiday allocation for the employee based on the selected schedule.

If you want to assign an allocation schedule to multiple employees, you can do this by going to "Administration" from the main menu, then clicking on the "Allocation/Carry Over Schedules" link in the "Absence/Sickness Administration" panel. When the list of schedules appears, click on the "Bulk Assign Allocation Schedules" link at the top of the page and, on the form shown,  select the employees or groups you want to assign the schedule to, select the schedule to assign and click the "Assign Schedule" button. 



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