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Staff Scheduling

This topic actually involves two semi-related applications.  The first is 'Availability Scheduling' (which can pertain to either Employees or Contractors), and the second is 'Work Scheduling' (which pertains to the interaction with the Timeclock and Payroll).

Availability Scheduling entails either precise or general declaration of an Employee's availability and assignment to work.

  • It recognizes that an Employee can work for different Supervisors in different Departments and in different Job Classes.
  • As such, it recognizes that the 'Availability Schedule' for the Employee must look globally across all his Supervisors' assignments -- that is, he can't work in two different places at the same time.
  • It also recognizes (in certain ancilliary systems) a 'Display Order' for assisting in prioritized assignments (typically to Reservation Services).
  • An Employee's Schedules are set up to be 'Effective' and (perhaps) 'Override'.  Effective Schedules prevail until superceded by another 'Effective Schedule' or (temporarily superceded) by an 'Override Schedule'.
  • These Schedules are publishable -- inclusive of Reservation-Service Appointment assignments.
  • 'General Availability' is an indication of an Employee's general availabilty to come into work (in a Monday-Sunday Morning-Afternoon-Evening kind of context)... that is typically used to accommodate 'Call-In' Lists and assignments.

Work Scheduling is related to Timekeeping functions.  Employees are assigned to particular Work Schedule (Shifts) -- which are linked to (Abacus 21) Departments and Job Classes.

  • This module can be used independently (to create & post Work Schedules) or, more typically, used in tandem with the Timekeeping functions (to make the TimeClock 'more intelligent' and a 'better feed' for Payroll).
  • Earnings Codes (linkable to those of the Payroll System) can be set up -- inclusive of a declaration of Overtime & Double-Time eligibility.
  • These Schedules define the 'rules' for Regular Time, Overtime, Double-Time, Breaks, Meal Entitlements, etc.
  • A definition of Holidays is included.
  • These Schedules can be aligned with Calendar Dates, Schedule Cycle, and PayCycles.
  • The particulars of the Schedules can specify how to handle various types of Earnings, Earned/Un-Earned Breaks, Holiday Pay, Daily & Weekly determinations of Overtime & Double-Time, and Consecutive-Days Overtime implications.
  • These Schedules also define how the TimeClock should react to an Employee's attempt to:
    • Use the TimeClock at all.
    • Sign in prior to the Start-of-Shift Sign-In Grace Period
    • Sign in during the Start-of-Shift Sign-In Grace Period
    • Sign in after the Start-of-Shift Sign-In Grace Period
    • Sign Out/In for Breaks
    • Sign Out/In for Meals
    • Allow to Transfer to an Alternate (Scheduled) Department
    • Allow to Transfer to an Alternate (non-Scheduled) Department
    • Force entry of a Job Class Designation (or use none or a default)
    • Prompt for Service Charge or Gratuity Entry
    • Prompt for Piecework Counts
    • Sign out prior to the End-of-Shift Sign-Out Grace Period
    • Sign out during the End-of-Shift Sign-Out Grace Period
    • Sign out after the End-of-Shift Sign-Out Grace Period
  • These Schedules are publishable - by Employee, by Date, by Department.

The Scheduling Systems can interact with other Abacus 21 applications:

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