Staffing: Add, Edit, Remove a Work Code

PREREQUISITE:

Parent topic: Schedule

Add Work Code on the Staffing Board

To apply a work code on a person’s schedule from the Staffing board:

  1. Click the People icon to open the People panel.
    1. By Date - Select the desired date or dates. Use the weekly arrows to move to the previous or next week.
    2. By Work Code - Select a work code on the schedule.1
  2. Click the pencil icon, and select Add.
  3. Select a work code.
  4. The From and Through fields automatically populate with your shift assignment. Options are:
    1. To change the time period use format: HH:MM (Ex: type 14:30 to indicate 2:30 PM)
    2. Use the Hours field to change the number of hours. The application will automatically populate the Through field.
  5. Verify your dates, and select the check box next to the desired dates. If a Detail Code, an Account Code, or a Note is required the application will prompt you for input.
  6. Click Save. The Save button enables when no issues intervene, or you have the permission to override the issues.

Edit With Rules

Choose Edit to edit with Dynamic issues, and Static issues enabled. Edit(with Rules) functionality enables when a single work code is selected in the People pane of the Staffing board. The From, Through, and Hours fields disable to keep the work code record and the job assignment in sync with each other using Edit with Rules. To edit a work code in the People pane:

  1. Click the People icon to open the People panel.
  2. Search for and select the person on the list to open their schedule.
  3. Locate the person’s work code on the People pane schedule.
  4. Select the work code.
  5. Click the pencil icon, and click Edit. Work Code edit behavior:
    • Editing a Regular Duty or a Working type work code enables these field presets: Work Code, Detail Code, Labor Category, Account Code, and Notes. Labor Category field applicable to Dimensions integrations only.
    • Editing a Non-Working type work code enables all of the field presets for the selected work code. From, Through, and Hours fields enable.
  6. Click Save. The Save button enables if no issues intervene, or you have the permission to override the issues.

Edit Without Rules

Choose Edit Without Rules to edit with Dynamic issues, and Static issues disabled.Edit Without Rules functionality enables when one or more work codes are selected in the People pane of the Staffing board. To edit a work code without rules in the People pane:

  1. Click the People icon to open the People panel.
  2. Search for and select the person on the list to open their schedule.
  3. Locate the person’s work code or work codes on the People pane schedule.
  4. Select the work codes desired.
  5. Click the pencil icon, and click Edit Without Rules.

    All of the field presets for the selected work code enable. Any of the fields with the multi-edit icon may be edited in multi-edit mode. Changes will affect all of the work code records selected.

  6. Click Save. The Save button enables if no issues intervene, or you have the permission to override the issues.

Remove a Work Code

To remove a work code on a person’s schedule from the Staffing board:

  1. Click the People icon to open the People panel.
  2. Locate the person’s work code or work codes on the People pane schedule.
  3. Select the work code or work codes.
  4. Click the pencil icon, and select Remove.
1 Sign-up type work codes are not included with Add, Edit, Remove functionality on the People pane of the Staffing board.