Self Schedule Tab

The Self Schedule tab opens a screen to define the time frames that self scheduling, shift trading and shift offering are available to employees. The selection styles can also be chosen, to determine the rules to be validated for each of these features.

See Self Scheduling Access Sequence for an overview of the different self scheduling time frames.

Click the card arrow to open the following cards to set up the fields.

Self Scheduling Access Card
Shift Trading Access Card
Shift Offering Access Card

Note

For more information on setting up the screens for self scheduling, see Feature Configuration > Self Scheduling Configuration.

Examples of Self Scheduling/Trading/Offering

The following are examples of the access time frames for self scheduling, trading, and offering of schedules.

EXAMPLE 1: The diagram below represents the following setup:

Self Scheduling	Begin Advance Days = 90 End Advance Days = 60
Shift Trading	Begin Advance Days = 59 End Advance Days = 3
Shift Offering	Begin Advance Days = 47 End Advance Days = 9
Current Date	09/18/05
Schedule Periods	09/04/05 - 10/01/05 10/02/05 - 10/29/05 10/30/05 - 11/26/05 11/27/05 - 12/24/05

In above scenario, when the Current Date is 9/18/05, the Shift Trading Access Period will be from 9/21/05 until 11/16/05. The Shift Offering Access Period will occur from 9/27/05 through 11/4/05. The Self Scheduling Access Period will be from 11/17/05 until 12/17/05. However, the below diagram displays when these actions are valid due to Schedule Period occurrences.

The Original Begin Dates for Trading and Offering will hold true, but the New End Dates will be extended to the end of the Scheduling Period for which the Original End Dates existed in. So instead of Trading ending on 11/16/05 and Offering Ending on 11/4/05, both actions can be performed on Published schedules as far into the future as 11/26/05. The Self Scheduling Period Begin Date actually moved from 11/17/05 to 11/27/05 because the dates prior to 11/27/05 existed in a Schedule Period for which the Begin Date did not exist within the Self Scheduling Access Period. However, the End Date for Self Scheduling moved from 12/17/05 to 12/24/05 since the Begin Date of the Schedule Period from 11/27/05 through 12/24/05 did fall within the Self Scheduling Access Period.

EXAMPLE 2: In this example, the only change will be that the Current Date will now be

9/28/05 instead of 9/18/05 to show how the Periods shift when the date changes.

Here is the representation of the Access Periods for a Current Date of 9/28/05

Below would again represent the true time frame these actions can be performed in.

As the time line displays, ten days after Example 1 an employee now has the ability to Self Schedule into Scheduling Period E since the Begin Date of Schedule Period E now falls within the Self Scheduling Access Period. The key to understanding how the Self Scheduling module operates is within understanding this moving window concept.

Once the Access periods have been defined, a Selection Style may also be assigned to each of the three periods. The Selection Style is going to be an Edit Validation type Selection Style. The next step is to set up the Organization Unit indicators that are associated with Self Scheduling.