Managers can add a schedule directly from an employee timesheet. This creates a planned shift in Scheduling for visibility and workforce planning. It does not add worked or payable time to the timesheet.
Before you begin
- You have manager access to Timesheets and Scheduling.
- At least one schedule plan is available to select.
- The correct pay period is selected on the timesheet.
Add a schedule from a timesheet day
- Go to Time Tracking, then select Timesheets.
- Select the employee whose timesheet you want to update.
- Confirm the correct Pay period is selected.
- On the day you want to schedule, select the three-dot menu on the right side of the day row.
- Select Add Schedule.
- In the Schedule Plan dropdown, select the schedule plan to use.
- Select Next.
- Enter or update the schedule details, including start and end date and time, department, position, estimated break minutes, color, and notes as needed.
- Select Save.
Result
- The schedule is created in Scheduling under the selected schedule plan.
- The schedule is visible on the Scheduling grid for that employee in the saved date range.
- Timesheet totals do not change unless time entries are added or edited separately.