Create a Rotating Schedule

A rotating schedule allows you to use a previously created rotating template and apply it to a date range. The number of days does not need to match the number of days in the template. If the number of days in the date range exceeds the number of days in the template, the template will be repeated so that all days in the selected date range are scheduled based on the rotating template.

Note: You must create a rotating template before you can use this type of schedule. See Rotating Template for full instructions on creating templates.

1. From the Schedule Type drop-down menu, select "Rotating Schedule."

2. In the Date Range field, enter the desired starting and ending dates or click on the icon to select the dates from a calendar. Put a check mark in the “Override Existing Schedule” option if you would like this new schedule to replace any schedules that already exist for the selected employees.

3. The Employees section allows you to select employees to be included in the schedule. To select employees, click on the arrow icon at the far right of the screen. The Unused Employees and Viewed Employees boxes appear.

• All of your available employees are displayed in the Unused Employees box. To filter this list by the department that your employees are assigned to, make the desired selection from the Filter by Department drop-down menu at the top of the screen. Click on the icon to make your selection from a department map. If you would like the list of employees to be sorted by seniority, put a check mark in the Sort by Hire Date field.

• Highlight the desired employees by clicking on their names in the list (hold down the <CTRL> key on your keyboard while clicking to select multiple names).

• Click on the [>>] icon to select the highlighted employees. The selected names are moved to the Viewed Employees box.
  Note: If the Viewed Employees box is left empty, then all employees will be included in the schedule.

4. The Department section allows you to create a schedule for employees who are assigned to a specific department level only. To select department levels, click on the arrow icon located at the far right of the screen. The Unused Departments and Viewed Departments boxes appear.

• All of your available department levels are displayed in the Unused Departments box. Highlight the desired department levels by clicking on their names in the list (hold down the <CTRL> key on your keyboard while clicking to select multiple names).

• Click on the [>>] icon to select the highlighted departments. The selected names are moved to the Viewed Departments box.
  Note: If the Viewed Departments box is left empty, the schedule will include employees from all departments.

5. If you would like to create a schedule containing employees assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

6. Select the template that you would like to apply to this date range from the Rotating Template drop-down menu.
   Note: See Rotating Template for instructions on creating templates.

7. Click on the [GENERATE SCHEDULES] icon. The selected employees are scheduled based on the rotating template.