View by Employment Terms

The Employment Terms view allows you to view and modify as a group the schedules of employees who share the same Employment Terms. This is often called a group with the same contract.

To view employees grouped by shared Employment Terms:

  1. Click Tap View By > Employment Terms.
  2. At the top of the Name column, click tap and select Collapse All Groups to show only a header row indicating ungrouped employees followed by header rows indicating each group name. Empty groups are not shown. If you need to add employees to an empty Employment Terms group:
    1. Click Tap Load Employment Terms .
    2. In the Employment Terms panel, select the check boxes for Employment Terms groups to view, or clear the check boxes for those you want to hide.
  3. To expand an Employment Terms group to show its employees as individual, click tap next to the group name.
  4. To collapse an Employment Terms group to show only the header row with the name and group entities, click tap next to the group name.
  5. To show all the employees in the loaded Employment Terms groups as individuals, click tap and select Expand All Groups.
  6. To sort data in columns, click tap the desired column header once to sort in ascending order. Click Tap the column header again to sort in descending order.
Note: An employee cannot be in more than one Employment Terms group.

Visual arrangement

  • Employees who are not in an Employment Terms group are listed first as Ungrouped Employees.
  • Employees who are in an Employment Terms group are shown only under that Employment Terms group header.
  • A group that allows inheritance of group entities is identified by a blue group header row with the first column containing the group name and the number of loaded employees in the group. Schedule patterns, shifts, paycodes, locks, and tags created in this row apply to all the employees in the Employment Terms group. Each schedule item appears in the appropriate date cell.
  • A group that does not allow inheritance is identified by a graygroup header row with the group name and the number of loaded employees in the group, followed by the text No inheritance.

    If an inherited shift or paycode is created or edited for a specific employee in the group, the inheritance is broken and that shift is no longer affected by inheritance or changes in the shared Employment Terms schedule. Similarly, shifts and paycodes that are added to an individual employee schedule are not affected by inheritance, nor by changes in the group schedule. A vertical red bar at the left border of the shift or paycode indicates that it is not inherited from the Employment Terms group:



About partial groups

If any loaded employee belongs to an Employment Terms group, that group is loaded when you View by Employment Terms. However, only employees in the loaded schedule are displayed. If some employees in that group are not in the loaded schedule, they are not displayed, and the group is labeled Partial Group. You cannot add a group shift or a group paycode to a partial group. You can only add individual shifts or paycodes to an individual employee. Similarly, you cannot modify or delete an existing group shift or group paycode that belongs to a partial group.