Using Essential Time & Attendance to Schedule Employees

Transcription

1 ADP Workforce Now Using Essential Time & Attendance to Schedule Employees Handout Manual Need support after training? To exchange tips and best practices with fellow users, get on The Bridge an online community built exclusively for ADP clients. V WFN15 Copyright ADP, LLC

2 ADP Trademarks The ADP logo and ADP are registered trademarks of ADP, LLC. ADP Workforce Now is a registered trademark of ADP, LLC. The Bridge Sponsored by ADP & Bubble Talk Design is a registered trademark of ADP, LLC. ADP A more human resource.sm is a service mark of ADP, LLC. Third-Party Trademarks Global Crossing and Ready-Access are registered trademarks of Global Crossing Holdings, Ltd. in the United States and other countries. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries. WebEx is a registered trademark or trademark of Cisco Systems, Inc. and/or its affiliates in the U.S. and certain other countries. All other trademarks and service marks are the property of their respective owners. Copyright ADP, LLC. ADP Proprietary and Confidential All Rights Reserved. These materials may not be reproduced in any format without the express written permission of ADP, LLC. Any repurposing, reposting, or other use of this content (including but not limited to YouTube or any other social media) is expressly prohibited. ADP provides the publication as is without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. ADP is not responsible for any technical inaccuracies or typographical errors which may be contained in this publication. Changes are periodically made to the information herein, and such changes will be incorporated in new editions of this publication. ADP may make improvements and/or changes in the product and/or the programs described in this publication at any time without notice. Published by ADP Enterprise Learning December 2017

3 PREFACE Contents Course Introduction Welcome... 1 Navigating WebEx... 1 Course Purpose... 2 Course Agenda... 3 Implementation Questions... 3 Creating Schedules Overview... 4 Types of Schedules... 4 Explore: The Schedules Page... 5 Creating Schedule Templates Job Aid... 6 Assigning and Unassigning Schedule Templates Overview... 7 Assigning a Schedule Template Job Aid... 7 Ending an Employee s Schedule Assignment Job Aid... 8 Learning Activity: What Can You Get Done in 2 Minutes?... 9 Practice: Creating and Assigning a Schedule Template Practice Results: Creating and Assigning a Schedule Template Viewing and Editing Schedules Overview Explore: The Shifts Tab Applying a Schedule Filter Job Aid Editing a Shift Using the Schedule Grid Job Aid Deleting an Override Job Aid Editing a Shift Using the Shift Panel Job Aid Learning Activity: What Can You Get Done in 2 Minutes? Practice: Editing Schedules Practice Results: Editing Schedules Copyright ADP, LLC iii V WFN15

4 PREFACE Course Closing How to Access The Bridge Job Aid How to Access Support Job Aid Training Evaluation Using Essential Time & Attendance to Schedule Employees for ADP Workforce Now (80866) Appendix Copyright ADP, LLC iv V WFN15

5 Course Introduction Welcome Welcome to Using Essential Time & Attendance to Schedule Employees for ADP Workforce Now. This training includes U.S. spellings and the date construct of month/day/year. You will see your expected spellings and date constructs in your solution back on the job. Navigating WebEx Copyright ADP, LLC 1 V WFN15

6 Course Purpose This course prepares you to use the scheduling feature of Time & Attendance to create, assign and unassign, and maintain schedules. Copyright ADP, LLC 2 V WFN15

7 Course Agenda Creating Schedules Assigning and Unassigning Schedule Templates Viewing and Editing Schedules Implementation Questions List any follow-up items that you may need to discuss with your implementation consultant (IC)/implementation specialist (IS): Copyright ADP, LLC 3 V WFN15

8 Creating Schedules Overview A schedule contains information about an employee s typical workday. A schedule can include details such as start and end times, the time allocated for lunch, the department in which the employee works, and pay codes. Types of Schedules You can create and manage schedules in two ways: Shifts Used to create, edit, or delete a schedule for one or more employees for specific days. This can be used to create shifts that are not repeatable. Templates Used to create and assign a repeatable schedule to one or more employees for multiple days. Example of a Schedule Shift Brenda Hahn is assigned a shift of 8:30 a.m. to 4:30 p.m. She is scheduled to attend a training session from 7:00 a.m. to 3:00 p.m. on Wednesday, so she will be assigned a shift change for only that one day. Example of a Schedule Template Mary Macgill will work a new schedule from 9 a.m. to 5 p.m. from Monday through Friday, every week. A schedule template will be created, and Mary will be assigned to that schedule. Important Information A supervisor's ability to create, edit, and delete schedule templates depends on the access permissions granted by your company. All supervisors have access to assign templates and to modify shifts. Copyright ADP, LLC 4 V WFN15

9 Explore: The Schedules Page Elements and Descriptions Element (filter) (action) Shifts tab Templates tab Scheduling grid Totals row Hot Keys link Legend link Description When clicked, allows you to refine the group of employees to be displayed, based on schedule criteria. When clicked, displays a menu of various shift details and column totals that you can choose to be displayed. Use to create, modify, or delete information such as start and end times or pay codes for individual or multiple shifts. Use to create, modify, or assign recurring or repeatable schedules. Displays the details of employee schedules within the selected time frame. Allows users to complete many tasks directly in the grid. Displays the total hours for the time frame selected and daily totals. When clicked, displays keyboard shortcuts. When clicked, displays indicators that may appear in the scheduling grid. Copyright ADP, LLC 5 V WFN15

10 Creating Schedule Templates Job Aid Scenario Your company requires a new schedule for employees who work from 6 a.m. to 2 p.m., Monday through Friday. Schedule Template Panel Instructions: Create a New Schedule Template Starting Point: People > Time & Attendance > Schedules > Templates Step Action 1 Click (action) and select Create New. Result: Schedule detail fields are displayed. 2 In the Code field, enter the name of the new schedule. 3 In the Description field, enter a description of the schedule. 4 In the Effective Date field, enter the date that you want the schedule to start. 5 In the Access field, select Private or Public. Caution: Selecting Private will restrict visibility to the schedule template creator. 6 In the Start Time and End Time fields, enter the start and end times of the shift. 7 Enter data in any of the optional fields such as Schedule Template Notes, Pay Code, Lunch Plan, and Department, as needed. 8 While pressing Ctrl, select the days of the week to include in the schedule. 9 Click Add Shifts. Result: The start and end times are populated in the selected days of the week. 10 Click Save. Result: The schedule template is saved. You can now assign it to employees. Copyright ADP, LLC 6 V WFN15

11 Assigning and Unassigning Schedule Templates Overview You can use the schedule templates that you set up to quickly assign employees to schedules, based on predictable, repeating patterns. You can end ongoing schedule assignments as needed, or make updates by Start Week, Start Date, and End Date, or by End Date only. Assigning a Schedule Template Job Aid Scenario Assign Frank Cavallo and Heather Duncan to the 6 a.m. to 2 p.m. schedule template, starting today. Instructions Starting Point: People > Time & Attendance > Schedules > Templates Step Action 1 To display a list of available schedule templates, double-click in the Schedule Template field, or click (search). 2 Select the desired schedule template. 3 Select the start week, if applicable. 4 Enter a start date. 5 In the Employee column within the scheduling grid, select the cell for each employee that you want to assign to the schedule template. Tip: To select nonsequential employee cells, press Ctrl while you make your selections. 6 Click Apply. Result: The "Template has been assigned successfully" message is displayed. Copyright ADP, LLC 7 V WFN15

12 Ending an Employee s Schedule Assignment Job Aid Overview You may need to end an employee s schedule assignment. You can assign employees to more than one schedule, but their schedules cannot overlap. By ending a schedule assignment, you preserve the historical information related to that schedule. Instructions Starting Point: People > Time & Attendance > Schedules > Templates Step Action 1 In the scheduling grid, locate and select the employee whose schedule you need to end. 2 Click any day in the employee s schedule that contains his or her current schedule assignment. Result: The employee s schedule name and start date are displayed in the template panel. 3 In the template panel, in the End Date field, enter the date on which the assignment will end. 4 Click Update > Update End Date Only. Result: The assigned template is displayed through the ending date. A message indicates that the template assignment or assignments have been updated successfully. Copyright ADP, LLC 8 V WFN15

13 Learning Activity: What Can You Get Done in 2 Minutes? Scenario Margaret Albany was assigned to a part-time schedule (PTSCHED). Because Margaret has accepted a full-time position, she is required to work the full-time hourly schedule. You must first end her part-time schedule template assignment. Learning Byte Questions and Answers Answer the following questions using what you learned from the learning byte. 1. When would you need to end an employee s schedule assignment? 2. You can choose to end or delete an employee s schedule assignment. What are the advantages of ending an assignment rather than deleting it? Copyright ADP, LLC 9 V WFN15

14 Practice: Creating and Assigning a Schedule Template Scenario 1 Your company requires a 7 a.m. to 3 p.m., Monday through Friday, schedule template. Create a public schedule template using the following information: Code: Enter 7a 3pX, where X represents the last letter of your user name, as shown in the upper-right corner of the application. Description: 7am 3pm, Mon Fri Effective date: Monday of the current week Scenario 2 Assign Margaret Albany and Samuel Barbato to the new schedule starting on Monday of the current week. Instructions In your breakout room, complete the practice scenarios. When you have finished, compare your results with the results that are provided on the following page. Copyright ADP, LLC 10 V WFN15

15 Practice Results: Creating and Assigning a Schedule Template Scenario 1 Scenario 2 Copyright ADP, LLC 11 V WFN15

16 Viewing and Editing Schedules Overview To view or edit schedules, you can use a variety of tools in the shift panel and make a variety of edits directly in the scheduling grid. Explore: The Shifts Tab Elements and Descriptions Element Schedule filter field Shift panel (close) Schedule details Apply the Shift To field Add Shift(s) Update Shift(s) Delete Selected Discard Selective Update Clear Fields Description Allows you to filter employees against schedule criteria such as start or end times or worked or nonworked hours. Fields to modify an existing schedule or to create a temporary shift for one or more employees. Click to close the shift panel. To reopen the shift panel, click the Shift tab. Editable shift elements such as start and end times, department, pay codes, lunch plans, and shift rules. Allows you to apply the shift details to selected shifts in the scheduling grid or to specific days of the week. Click to add new shifts in selected cells in the scheduling grid. Click to update or replace selected shifts in the scheduling grid. Click to delete selected shifts. Enabled when an action generates an error and allows user to discard that action. Click to change selected information for multiple shifts at one time. Click to clear data from the fields in the shift panel. Copyright ADP, LLC 12 V WFN15

17 Applying a Schedule Filter Job Aid Overview You can use a schedule filter to limit the amount of records that will be displayed in the scheduling grid. The filter is based on schedule elements, such as start and end times, pay codes, and lunch plans. To make it easier to assign schedules and view schedule assignments, you can apply schedule filters. You can also temporarily add employees who do not meet the filter criteria. Scenario You need to assign employees to a special inventory project this week. You select the schedule filter for employees who start after 8 a.m. You need to add two employees to the scheduling grid. Instructions Starting Point: People > Time & Attendance > Schedules > Shifts Step Action 1 In the schedule filter field, select the applicable filter. Result: Only employees who meet the filter criteria are displayed in the schedule grid. 2 At the top of the Employee column, click (add). Result: A Temporarily Add Employees to Employee List is displayed. 3 Select the desired employees. 4 Click Add Selected. Result: The selected employees are now displayed in the scheduling grid. Copyright ADP, LLC 13 V WFN15

18 Editing a Shift Using the Schedule Grid Job Aid Scenario Brenda Hahn has to attend safety training classes two days this week. Change her schedule for Wednesday and Thursday to 7 a.m. to 3 p.m. Instructions Starting Point: People > Time & Attendance > Schedules > Shifts Step Action 1 Locate the employee in the scheduling grid and locate the shift to be modified. 2 Double-click the cell. Result: The start time and end time are displayed in two editable cells. 3 Highlight the start time and enter the new time. Repeat to edit the end time. Tip: It is not necessary to enter a colon or zeros. Result: The new start and end times are displayed. An indicator denotes that this is an override. 4 To add a note to the override, select the cell, right-click, and select Add Note. 5 Enter the contents of the note. 6 Click Save. Result: A (note) indicator appears in the edited shift cell. You can point to it to display the contents. Clicking the employee name will display all schedule notes for the employee. Copyright ADP, LLC 14 V WFN15

19 Deleting an Override Job Aid Overview After you make temporary changes to an employee's schedule, you may need to cancel them. Scenario The safety training class that Brenda Hahn was scheduled to attend has changed from a twoday to a one-day class. Cancel the temporary schedule on Thursday for Brenda. Instructions Starting Point: People > Time & Attendance > Schedules > Shifts Step Action 1 Locate the employee in the scheduling grid and identify the shift that was modified. 2 Select the cell or cells from which you want to remove the override. Tip: To select multiple cells, press Ctrl as you select them. 3 Click Delete Selected. Result: A message is displayed, "You have chosen to delete the selected shifts. Click Delete to continue or Cancel to keep the transactions." 4 Click Delete. Result: The schedule is removed for the selected day or days. 5 Enter the replacement schedule into cell, if necessary. Copyright ADP, LLC 15 V WFN15

20 Editing a Shift Using the Shift Panel Job Aid Overview Some changes to shifts and schedules, such as labor charges or pay codes, must be completed in the shift panel. Scenario An employee is required to work in another department. Instructions Starting Point: People > Time & Attendance > Schedules > Shifts Step Action 1 Locate the employee in the scheduling grid and select the cells to be modified. 2 Scroll up to the shift panel and enter the appropriate start and end times. 3 Click the Department field and choose the department to which you want to assign the hours. Tip: Other schedule feature fields such as Pay Code or Lunch Plan can be modified in the same way. 4 Click Update Shift(s). Result: A "Shifts updated successfully" message is displayed. Copyright ADP, LLC 16 V WFN15

21 Learning Activity: What Can You Get Done in 2 Minutes? Scenario The Sales department has requested Margaret Albany assist them on Wednesday and Thursday. We need to edit Margaret s usual assigned schedule. Learning Byte Questions and Answers Answer the following questions using what you learned from the learning byte. 1. How did Margaret s changes differ from the schedule changes for Brenda Hahn? 2. You can always use the shift panel to make changes to an assigned schedule. When would you be required to make those changes in the shift panel? Copyright ADP, LLC 17 V WFN15

22 Practice: Editing Schedules Scenario 1 Brenda Hahn needs to change her shift on Monday and Tuesday for child care. Use the scheduling grid to override the schedule template and change her hours to 10 a.m. to 6 p.m. Add a note Brenda has child care issues. Scenario 2 Charles Fager does not have a set schedule template but has been asked to help in the Service department from 8:30 a.m. to 4 p.m. on Monday, Wednesday, and Friday. Complete these changes using the shift panel. Remember to click (action) and change your view to include labor charges (department changes) to review your changes. Scenario 3 Brenda Hahn's child care need for Tuesday was canceled. Change her hours back to her original schedule for Tuesday. Instructions In your breakout room, complete the practice. When you have finished, compare your results with the results provided on the following page. Copyright ADP, LLC 18 V WFN15

23 Practice Results: Editing Schedules Results: Scenario 1 Results: Scenario 2 Results: Scenario 3 Copyright ADP, LLC 19 V WFN15

24 Course Closing The Bridge is an online community for payroll and HR professionals where you can ask questions, share knowledge, make connections, and learn from industry experts and peers about a broad range of human capital management topics. You can access TheBridge.adp.com (United States) or TheBridge.adp.ca (Canada) to do the following and more: Learn how other professionals are getting more from their ADP solutions with timesaving resources and helpful features. Join community spaces or topics of interest, including tax, payroll, HR and benefits, and time and labor management. Connect with other payroll practitioners, HR professionals, featured industry representatives, and ADP subject matter experts. Share your experiences. Check the Frequently Asked Questions or ask the community. How to Access The Bridge Job Aid Instructions If you are logged on to ADP Workforce Now, at the top of any page, click you are not logged on, complete the following instructions. (The Bridge). If If You Are A U.S. practitioner Canadian practitioner Then 1. Access thebridge.adp.com. 2. Log on using your ADP Workforce Now user name and password. 3. Select Products > ADP Workforce Now. 4. Access thebridge.adp.ca. 5. Log on using your ADP Workforce Now user name and password. 6. Select Groups > All Groups > Workforce Now Resource Centre. Copyright ADP, LLC 20 V WFN15

25 How to Access Support Job Aid ADP provides various resources to help you perform your tasks after class. Instructions Step Action 1 At the top of any page, click (support). 2 In the Search field, enter a topic and then click (search). Result: The available online Help and training are displayed. 3 Review the available resources. United States practitioners: If You Want To Read online Help Access a learning byte Then Click the Documentation tab and select a topic. In the Learning Resources section, click Just-in- Time Learning. Canadian practitioners: If You Want To Read documentation View step-by-step instructions View learning bytes Then Select Documentation and select a topic. Select Knowledge and select a topic. Select Learning and select a topic. 4 To close the Support page, click Back. Copyright ADP, LLC 21 V WFN15

26 Roles and Additional Training To support users in your organization, refer to the following table for the training options specific to each role. Role Training Location Practitioner Supervisor Employee Essential Time and Attendance for ADP Workforce Now virtual class Using Time Off for ADP Workforce Now virtual class Time & Attendance learning bytes Time Off learning bytes Essential Time & Attendance Supervisor Timecard Basics virtual class Essential Time & Attendance Supervisor Timecard Basics practice activity Essential Time & Attendance Supervisor Scheduling Basics virtual class Time & Attendance learning bytes for supervisors Time Off learning bytes Essential Time & Attendance Employee Basics for ADP Workforce Now job aids Time & Attendance learning bytes for employees Time Off learning bytes (U.S.) ADP Canada Client Training Centre (Canada) Support includes information that you can provide to your supervisors on how to register for this training (U.S.) ADP Canada Client Training Centre (Canada) Support ADP Canada Client Training Centre (Canada) Support ADP Canada Client Training Centre (Canada) Next Steps What will you do in the next week to apply this training? Copyright ADP, LLC 22 V WFN15

27 Training Evaluation Please take a moment to complete the evaluation. Copyright ADP, LLC 23 V WFN15

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29 ADP Course Description Using Essential Time & Attendance to Schedule Employees for ADP Workforce Now (80866) Program Content Time & Attendance practitioners only: This course prepares participants to use the scheduling feature of Time & Attendance. Topics include creating employee schedules, viewing and filtering schedules, assigning and unassigning schedules to employees, and editing assigned schedules. Objectives Upon completing this course, participants will be prepared to do the following: Audience Create schedules. Assign and unassign schedules. View and edit schedules. This course is intended for those who need to perform scheduling tasks using Time & Attendance. Prerequisites None Advanced Preparation None Participant Materials Participants need to print the Using Essential Time & Attendance to Schedule Employees for ADP Workforce Now handout manual prior to attending class. Method of Presentation Virtual class (VC), Group: Internet-based Duration 1 hour, 30 minutes Continuing Education Credits This course may be eligible for the following recertification credit hours (RCHs), continuing professional education (CPE) credits (U.S.-based practitioners only): RCH: 1.5 CPE: 1.5 Note: ADP is unable to grant formal RCH and CPE credits to a participant logged on to class through a mobile device.

30 In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted on a 50-minute hour. ADP, LLC, Employer Services, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: In accordance with the American Payroll Association (APA), recertification credit hours (RCHs) apply to Certified Payroll Professional (CPP) and Fundamental Payroll Certification (FPC) credentials. Recommended Field of Study (NASBA) Specialized Knowledge and Applications Privacy Policy View ADP's Privacy Policy. V WFN15 Copyright ADP, LLC

31 Appendix Contents Using Essential Time & Attendance to Schedule Employees for ADP Workforce Now Filtering and Sorting Schedules... 1 Creating an Employee List Job Aid... 2 Creating a Schedule Filter Job Aid... 3 Using Schedule Templates to Create Rotating Schedules... 4 Creating a Rotating Schedule Template Job Aid... 5 Editing a Schedule Template Job Aid... 6 Removing an Employee from a Schedule Template Job Aid... 7

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33 APPENDIX Using Essential Time & Attendance to Schedule Employees for ADP Workforce Now Filtering and Sorting Schedules Overview In this topic, you will explore how to filter employees on a schedule to reduce the number of employee records that are displayed. Additionally you will explore options to sort employees to help streamline your scheduling tasks. Explore: Filtering and Sorting Features Elements and Descriptions Element Employee list field Schedule filter field Date range fields Search field (add) (sort) Description Allows you to use a predefined filter, such as Using Time & Attendance. You can also create your own employee list. Allows you to filter employees against schedule elements such as start or end times, worked or nonworked hours, and so on. Allows you to filter employees by date range. The default view is the current week. Click the Previous or Next button to view the previous or next date range. Click the Calendar icons to select a range of dates. Allows you to enter the first few letters of the employee's first or last name to quickly select the employee from the results that are displayed as you type. Allows you to add employees who otherwise did not meet your list criteria. Displays a menu of options to sort employees in the grid. Copyright ADP, LLC 1 V WFN15

34 APPENDIX Creating an Employee List Job Aid Overview You may want to create a filtered employee list to easily display a specific group of employees based on the criteria that you selected. For example, you may want to display only hourly employees in the Service department. You can create a filtered employee list from most pages accessed from the People menu. This job aid describes using the Schedules page to create the filtered list. Instructions Starting Point: People > Time & Attendance > Schedules Step Action 1 Click Manage My Lists. Result: The Manage My Lists window opens. 2 Click Add. 3 Enter a list name. 4 In the List Privacy field, select Public or Private. Note: Selecting Private will restrict visibility to the list creator. 5 In the Field Name field, select the field on which you want to filter. 6 In the Comparison field, select a comparison value. 7 In the Field Value field, select or enter a value. Example: Home Department is equal to Click Create an Additional Criteria Set, if applicable. 9 Click Done. Result: The filtered Employee List is available for use. Copyright ADP, LLC 2 V WFN15

35 APPENDIX Creating a Schedule Filter Job Aid Overview You can limit who displays in the scheduling grid by creating a schedule filter, based on elements of the schedule, such as start and end times, lunch plans, pay codes, and so on. Instructions Starting Point: People > Time & Attendance > Schedules Step Action 1 Click (filter). Result: The Manage My Lists window opens. 2 Click (add). 3 Enter a filter name. 4 In the List Privacy field, select Public or Private. Note: Selecting Private will restrict visibility to the filter creator. 5 On the Create Criteria Set button, click (options) and select Create Schedule Criteria. Result: Additional fields are displayed. 6 In the Field Name field, select the field on which you want to filter. 7 In the Comparison field, select a comparison value. 8 In the Field Value field, select or enter a value. Example: Scheduled start time is greater than or equal to 8am. 9 Click Add Criteria to the Set, if applicable. 10 Click Done. 11 Click Return. Result: The schedule filter is available for use. Copyright ADP, LLC 3 V WFN15

36 APPENDIX Using Schedule Templates to Create Rotating Schedules Overview You can use schedule templates to create rotating schedules for employees whose hours or shifts rotate on a recurring basis or a loop. Example Sherry Williams works the 7 a.m. to 3 p.m. shift during week 1, the 3 p.m. to 11 p.m. shift during week 2, and the 11 p.m. to 7 a.m. shift during week 3. After week 3, Sherry returns to the week 1 shift. Copyright ADP, LLC 4 V WFN15

37 APPENDIX Instructions: Create a New Template with a Rotating Schedule Job Aid Starting Point: People > Time & Attendance > Schedules > Templates Step Action 1 Next to the Schedule Template field, click (action) and select Create New. Result: Schedule detail fields are displayed. 2 Double-click the first scheduled day in the grid and enter a start and an end time. Repeat for all applicable days. Caution: Enter daily start and end times in the grid before you enter other schedule details. 3 After you complete week 1 entries, click (add/delete row) next to the week number. 4 Select Add Row After or Add Row Before. 5 Enter the start and end times for the applicable days in the new row. 6 In the Code field, enter the name of the schedule. 7 In the Description field, enter a description of the schedule. 8 In the Effective Date field, enter the date that you want the schedule to start. 9 In the Access field, select Private or Public. Caution: Selecting Private will restrict the visibility to the schedule creator. 10 Enter data in any of the optional fields such as Schedule Template Notes, Pay Code, Lunch Plan, and Department, as needed. 11 Click Save. Result: The schedule template is available to assign to employees. Copyright ADP, LLC 5 V WFN15

38 APPENDIX Editing a Schedule Template Job Aid Scenario You need to change some of the details of an existing schedule template. Instructions Starting Point: People > Time & Attendance > Schedules > Templates Step Action 1 Click (search). Result: The existing schedule templates are displayed. 2 Select the schedule template to be edited. 3 Click (action) and select Edit. 4 In the grid, select the day or days to be changed and enter the new start or end time. 5 Make applicable changes in any editable fields in the template panel such as pay code, department, or notes, if applicable. 6 Click Save. Result: A green banner is displayed confirming that changes were saved successfully. Any changes that you make to an existing schedule will affect all of the employees who are already assigned to the schedule. Copyright ADP, LLC 6 V WFN15

39 APPENDIX Removing an Employee from a Schedule Template Job Aid Instructions You may find it necessary to remove an employee from an assigned schedule template. Starting Point: People > Time & Attendance > Schedules > Templates Step Action 1 In the grid, locate the employee whose schedule you want to remove. 2 Click any cell that contains the template that you want to remove. Result: All cells of the schedule are selected. 3 Click Delete. Result: A message indicates that you have chosen to delete the selected assignment. Click Delete to continue or Cancel to return without deleting the schedule. Deleting the schedule template will remove the history for that employee. 4 Click Delete. Result: A message indicates that the template assignment or assignments have been deleted successfully. Copyright ADP, LLC 7 V WFN15