Last modified by: Inclusion Support -

How do I create schedules and schedule employees?

 

Contents:

How do I create a Schedule?

How do I schedule an employee shift?

How do I schedule someone for vacation, training or overnight sleep hours? (Allocate a paycode)

 

How do I create a Schedule? 

Back To Top

  1. From the homepage of Everest (or any page) click on the tab titled Schedules BETA. 

    How_do_I_create_a_Schedule.jpg

     

  2. On the next screen that appears look on the left side and you will see a small gear icon. Click that icon. 

    How_do_I_create_a_Schedule-2.jpg

     

  3. On the next screen that appears, still on the left side, you will see a tab named Schedule Listing. Click on that name. 

    How_do_I_create_a_Schedule-3.jpg

     

  4. A list of existing schedules will appear as well as a button titled "Add Schedule". Click on this button.

    How_do_I_create_a_Schedule-4.jpg

     

  5. A pop-p will appears and you can click on the small arrow to see a list of existing departments. 

    How_do_I_create_a_Schedule-5.jpg

     

  6. Select the department you want to create a new schedule. 

    How_do_I_create_a_Schedule-6.jpg

     

  7. An end date box will appear and you can select the desired end date for the new schedule. (The start date is determined to be the day after the end date of the last schedule for that department). Once you have set those items click the Create button to create your schedule. 

     

    How_do_I_create_a_Schedule-7.jpg

 

 

 

How do I schedule an employee shift?

Back To Top

To schedule an employee for a shift:

  1. Double click on the day you want a shift in the row for the employee:

    How_do_I_schedule_an_employee_shift_1.png

     

  2. A new window will be opened. In the Shift Details tab, set the shift start and end time.  (To schedule a shift that goes over midnight choose the End time date to be the following day):

    How_do_I_schedule_an_employee_shift_2.png

     

  3. Set employee's details such as name, department, and position. Note you can set the employee as Vacant to keep track of shifts you need to fill.  They will not flow through to payroll until an employee is then assigned to it:

    How_do_I_schedule_an_employee_shift_5.png

     

  4. Add a description for the shift if there is a specific task or activity needed:

    How_do_I_schedule_an_employee_shift_3.png

     

  5. Add a payroll note if there is something specific that payroll needs to consider about this shift (note this is not visible to the employee):

    How_do_I_schedule_an_employee_shift_4.png

     

  6. Click on the Pay Code tab and then click on the Add Pay code button to add a pay code type to change how the shift will be paid. See How to allocate a pay code.

    How_do_I_schedule_an_employee_shift_6.png

     

  7. Switch to Recurrence tab and then select the recurrence if applicable:

    How_do_I_schedule_an_employee_shift_7.png

     

  8. Choose Save when complete

    How_do_I_schedule_an_employee_shift_8.png

 

 

How do I schedule someone for vacation, training or overnight sleep hours? (Allocate a paycode)

Back To Top

To track cost for training or for time off such as vacation, or sick time you can schedule a shift to have an allocation, using pay codes, for an entire or part shift.  To learn more about pay codes click here.

  • Edit or create a new shift
  • Click + Add new record in the Pay Code section on the right side of the Edit Shift window.
  • Choose a pay code.  For time off where an employee has an accrual or bank of hours check the Time Off box.
  • Choose Create Vacant Shift if you want to automatically create a replacement shift for same time.
  • Enter the number of hours to be allocated; note you can only enter up to the length of the shift.
  • Click Insert or, Update if you are editing an existing allocation.

 

Pay_Code_Allocation.gif

(If you are viewing the animation on a mobile device, rotate it and hold lengthwise for better view)

 

 

Print Friendly and PDF

Head back to the Inclusion Support Home Page.

Contact the Includables!

1 (866) 884-3451
includables@inclusionsystem.ca