Monthly View
The Monthly View displays a calendar of an employee's activities. This screen can be used to view current information and to submit new transactions requests.
Depending on your assigned roles and data access, you may be able to add and edit the following types of transactions.
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Calendar and clocking requests
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Multiple Adjustments
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Unavailability requests
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Offer and accept shifts
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Trade shifts
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Request to work available shifts (vacancies)
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Request incentive schedules (Schedule Incentive, formerly Shift Bidding)
Note
Beginning with Time and Attendance and Staffing and Scheduling 09.00.00, the Monthly View screen is created to be more interactive with more features available to you. Due to the many options available on the Monthly View screen, a separate document is available.
Note
For information on setting up and using the Monthly View screen, see Monthly View Configuration Guide and the Monthly View Employee Guide under the Feature Set Up Instructions in the online help or located on the Client Connections website.
The Validation Summary button provides information about any problems with your schedules.
Note
When a pending schedule is in the manager review period, validation messages do not appear. This is because your organization unit may keep from displaying pending schedules during the manager review period. To avoid confusion, validation messages do not appear for these corresponding pending schedules.
Example
If Minimum Staffing rules are set up for your organization, the Validation Summary button provides information about minimum rule violations.
Schedulers have access to the Validate Me Now button. After making changes on the Monthly View screen, the employee validation process determines if any minimum staffing rules are violated. However, instead of waiting for the next instance of the process to run (approximately every five minutes), you can force the validation to occur immediately by clicking Validate Me Now.
The employee calendar displays your schedules, calendars, clockings, and requests.
In addition, the Vacancy button appears when there are open shifts that need to be filled. This allows you to request a shift, accept a shift offered by another employee, begin a schedule trade, or request an incentive schedule, such as Schedule Incentive (formerly Shift Bidding).
To open the Vacancies panel, click a Vacancy button. To close the Vacancy List panel, click the X in the upper right corner.
The Vacancy List filter allows you to filter any item entered for that specific day.
The Monthly View Items are filters that you can select to determine which types of items you would like to see. Clicking to add or remove a checkmark from a box causes the Monthly View screen to refresh immediately to display or remove the desired items. By default, none of the filters will be turned on and all calendar items will be displayed.
From the Employee Actions area, you can select from the available actions, such as adding a calendar or clocking request.
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