Creating Diary Events By Employee

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Creating Diary Events By Employee

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Select the Schedule Data tab from the left of the window.

Select the By Employee tab from the top of the window. The application will display a list of employees on the left of the screen.

Select the employee and the application will display By Location window showing details of the selected employee, see below.

Select the month that you wish to create Diary Events for.

Select the days for which you want to create Diary Events for by clicking on each one in turn.

The selected days will be highlighted. If you have selected a day in error, you can deselect it by clicking on it again.

 

Schedule by Employee

Schedule by Employee

 

 

Click on the ‘Create’ button. The application will then display the Choose Diary Type window.

 

Choose Diary Event Type

Choose Diary Event Type

 

Select Event Type by clicking in the field to the left of the description.

Select the ‘Next’ button.

The Choose Location window will be displayed.  Enter the location SIN number and click on the ‘Lookup SIN’ button or use the active search function.

Once the correct location is highlighted, click on the ‘Next’ button.  

 

Choose Location

Choose Location

 

The application will now display the Choose Post window.

Select the contract you need from the contract drop down list.  The application will display a list of posts belonging to the contract.

Select the post you want by clicking on it, and then click on the ‘Next‘ button.  

 

Choose Post

Choose Post

 

The application will now display the Set Times window with the default times for the post selected.

You can choose the default times for the Event Type, The Post of select to enter your own User Specified Times.

Click on the ‘Next’ button.

 

Choose Times

Choose Times

 

The application will now display the Easy PayBill options window if your user permissions allow.

 

Easy PayBill Settings

Easy PayBill Settings

 

Once you have made any changes required to the Easy Pay/Bill settings clicking Save will open the Save Events window listing the events for the days selected.  You can at this time enter a comment that will be saved with the event records

 

Clicking Save and Notify will allow a message to be set to the employee(s) effected by the change.

 

Save Diary Event

Save Diary Event

 

Click on the ‘Save’ button and the application will now validate the employees against the Diary Event and display any Event Check failures found.

Over-rideable checks are displayed in amber; non over-rideable checks are displayed in red.  If there are non over-rideable checks displayed, the ‘Save’ button will be greyed out.  

 

Check Failuure

Check Failuure

Click on the ‘Save’ button, the application will save the selected events and return to the By Employee window.

 

 

Schedule by Employee

Schedule by Employee