Configure Schedule Events

A Schedule Event identifies the event you want to track, for example working on a Sunday or working during a night shift.

The schedule event can be defined according to a minimum and maximum amount of time, whether a schedule event starts or ends within a specified schedule event zone, or a minimum or maximum length of time occurs for the schedule event.

You can configure Schedule Event rules to define the criteria that is applied to the occurrences of a schedule event within a schedule event zone. For more information, see Configure Schedule Event Rules.

Note:
  • Your function access profile must allow access to Schedule Rules ( Administration > Application Setup > Access Profiles > Function Access Profiles. Select an access profile, go to Manager - Common Setup > Schedule Configuration, and set Schedule Rules to "Allowed").
  • Child locations do not inherit employee rule sets from parent locations.

To configure a schedule event:

  1. Go to Administration > Application Setup > Scheduler Setup > Schedule Rules > Schedule Event.
  2. In the Schedule Event page, click Create.
  3. Enter a Name and Description for the schedule event.
  4. Select a Schedule Event Type:
    • Shift qualification — Only one shift will qualify for this event.
    • Event qualification — Any shift within the Schedule Event Zone can qualify for this event.
    • Event day(s) qualification — Any shift within each day of the Schedule Event Zone will qualify for this event.
  5. Select a Schedule Event Zone from the list of configured Period Definitions.
  6. In Event Must Include, select:
    • Minimum within Zone — Define the minimum amount of time (in hh:mm format) that must be worked or scheduled in the zone. This setting is required.
    • Maximum within Zone — Define the maximum amount of time (in hh:mm format) that must be worked or scheduled in the zone. This setting is optional.
  7. Optionally, in Event Must Start, select:
    1. Position: Select Before, Before or On, After, or After or On.
    2. Type: Select Time of day or Schedule Event Zone start.
    3. Time: If the Time of day type is selected, specify the time in hh.mm format.
  8. Optionally, in Event Must End, select:
    1. Position: Select Before, Before or On, After, or After or On.
    2. Type: Select Time of day or Schedule Event Zone start.
    3. Time: If the Time of day type is selected, specify the time in hh.mm format.
  9. Optionally, in Event Length, specify:
    Note: The Event Must Include minimum must be less than or equal to the Event Length maximum.
    • Minimum — Define the minimum length of time that must occur for the schedule event.
    • Maximum — Define the maximum length of time that must occur for the schedule event. The maximum value for the event length is 999:59.
  10. Click Tap Save.
Note: You cannot delete a Schedule Event that is assigned to a Schedule Event Rule or an Occurrence Definition.