Employee Schedules – Publishing Schedules

• The publish schedules function is used along with the Employee Self Service module
• Employees can look up their schedules by logging in to their Employee Self Service website
• When you create schedules, they will be in unpublished status by default, this means that employees will not be able to view their schedule yet
• Once you click the publish button, all schedules showing on the screen will be put in published status and show in green
• They can now be viewed by employees

Once user publishes the schedule, it will be visible to employees through the employee self-service function.

How to publish schedule:

1. Select the Schedules from the side menu.
2. Select employees and specify date range user wish to publish the schedule for, from the employee selector.
3. Click on the Actions button appearing on top-right corner.
4. Click on Publish
5. User will see the “Publish Schedule” confirmation dialog.

Once user confirms the publish schedule, it will show the progress bar at the bottom with undo action timer:

• 1. If user clicks on undo, it will not publish the schedule and show the bottom timer as “action undone”.
  2. If user does not click on undo, send the request publish to API, show the successful toast message, and update the grid with published background.

POINTS TO REMEMBER

• ‘Publish’ button will be disabled if schedule is:
  • in the past date.
  • already published.
• ‘Publish’ button becomes active and visible when:
  • in system settings, PublishSchedule.RestrictViewEnabled is set to Yes.
  • Shift Schedule – edit permission is available.
  • Schedule is in the future date and unpublished.
• “Publish Schedule” confirmation dialog:
  • Confirmation dialog will show the message as “Are you sure you want to publish this schedule to {n} employees for all days up to {week’s end date}?” if AppEvents.ScheduleChange.NotificationEnabled is set to No in System settings.
  • Confirmation dialog will show the message as “Are you sure you want to publish this schedule to {n} employees for all days up to {week’s end date}? This action will send an SMS/email to all published employees. if AppEvents.ScheduleChange.NotificationEnabled is set to Yes in System settings.
• If the schedules are already published and user is making any subsequent changes to the schedule,
  • User will see the confirmation dialog “You are changing one or more schedules that will result in a notification being sent to {employee name}, do you want to proceed?” if System setting AppEvents.ScheduleChange.NotificationEnabled is set to Yes.
  • If System setting AppEvents.ScheduleChange.NotificationEnabled is set to No, user will not see any confirmation dialog, it will update the schedule and show the success toast message.

Required permission: ShiftSchedule-Edit
Required System settings:

• PublishSchedule.RestrictViewEnabled > to make the “Publish” option active and visible.
• AppEvents.ScheduleChange.NotificationEnabled > for notification confirmation dialog