ACPs for Scheduler functionality

Expand Scheduling and allow or disallow the following function access control points.

• Schedule Access — Edit or display Scheduler: Edit all schedules, all but the manager’s own, or no schedules. To display schedules, the manager also needs the appropriate Display Profile.
• Schedule Views — Control the display of data in the Scheduler.
  • Employment Term View of Schedule — Display and use the By Employment Terms tab or view.
  • Employee View of Schedule — Display and use the By Employee tab or view.
  • Group View of Schedule — Display and use the By Group tab or By Schedule Group view.
  • Job View of Schedule — Display and use the By Job tab or view.

  Uwaga: As a best practice, enable both By Job and By Employee. Otherwise, when you navigate in the schedule, you can lose your selections from earlier sessions.

  • Hours/Volume Tab — Display and use the Budget, Target, Scheduled, Actual, and Variance rows for Hours/Volume.
• Paycode Comments in Schedules — Edit comments in paycodes.
• Notes for Paycode Comments in Schedule — Add notes to paycode comments in the schedule.
• Schedule Quick Actions — Controls Quick Actions in the Schedule Planner and Staffing.
  • Add segment tag — Allow managers to add segment tags to shifts using Quick Actions. Schedule Quick Actions must also be set to Allowed.
• Schedule Paycode Edits — Allow managers to schedule paycode edits.
• Delete Predictive Tags — Controls the manager's ability to delete predictive tags in the schedule.
• Restore Predictive Tags — Controls the manager's ability to restore predictive tags in the schedule that have been deleted.
• View Audit Trails in Schedules —Access audit trails in Scheduler and in schedules.
• Filter Audit Trails in Schedules —Displays the View Audit option on the glances for certain schedule items — assigned shifts, open shifts, pay code edits, leave edits, and schedule tags — in the Schedule Planner. Enables managers to filter the audit data that is displayed on the Audit tab based on the selected schedule item.
• Transfers in Schedules — Managers can transfer:
  • Perform labor category transfers
  • Perform cost center transfers
  • Perform work rule transfers
  • Perform job transfers
• Schedule Shift Comments — Edit and display comments in shifts.
• Notes for Schedule Shift Comments — Edit and display free-text notes in comments in shifts and requests.
• Mark Schedule Posted — Mark a schedule as being posted.
• Mark Schedule Unposted — Mark a schedule as being unposted
• Availability — Edit and display employee availability.
• Workload Planner — Access the Workload Planner.
  • Budget Pattern — Add (and duplicate), edit, delete, or display
  • Budget Calendar — Edit or display
  • Plan Pattern — Add (and duplicate), edit, delete, or display
  • Plan Calendar — Edit or display
  • Budget Volume— Edit or display
  • Plan Volume — Edit or display
  • Actual Volume — Edit or display
  • Actual Calendar — Edit or display
  • Generate Workload — Use the Workload Generator to create workload in the calendar view.
  • Lock volume — Lock or unlock volumes.
• Run Priority Scheduling Engine — Use the Priority Scheduling Engine (PSE (Priority Scheduling Engine) przydziela pracownikom otwarte zmiany zgodnie z regułami sortowania i dopasowywania.).
• Run Schedule Engine — Use the Schedule engine.
• Schedule Paycode Edits in Full Days — Schedule edits to pay codes in full days.
• Schedule Day Lock — Allow managers to lock employee days.
• Shift Builder Results — Access Shift Builder results.
• Work Week — Define the work week.
  • Create Work Week — Edit or display work weeks.
  • Assign Work Week — Edit or display work week assignments.
• Shift Profile Sets
• Schedule Paycode Edits in Half Days — Schedule edits to pay codes in half days.
• Shift Profiles
• Paycode Edits using Contract Amounts — Edit pay codes in contract amounts.
• Enter Time Off — Allow managers to directly request time off for employees.
• Enter Time Off in a signed off period: In Access Scope, select Allowed so that managers can enter time off for a signed-off period or a time period that spans both a signed-off and open period. The requests can be automatically approved or approved by the manager. If Enter Time Off is Disallowed, Enter Time Off in a signed off period is Disallowed too.
• Override Accrual Amounts for Paycode Edits — Override accrual debit amounts when editing pay codes.
• Paycode Edits using Pattern Day — Edit pay codes in amounts by pattern day or half pattern day.
• Multi-Edit – Controls the ability for managers to access the Multi-Edit tool in the Schedule Planner to perform edits on multiple shifts at once. When Allowed, the Multi-Edit option is displayed on the Tools menu. When Disallowed, the Multi-Edit option is hidden.
• Assign Employment Terms – Controls ability for managers to assign Employment Terms to employees in the Schedule Planner. When Allowed, the Assign Employment Terms option is displayed in the employee glance. When Disallowed, the Assign Employment Terms option is hidden.
• Unassign Employment Terms – Controls ability for managers to unassign Employment Terms from employees in the Schedule Planner. When Allowed, the Unassign Employment Terms option is displayed in the employee glance. When Disallowed, the Unassign Employment Terms option is hidden.
• Add to Schedule Group – Controls ability for managers to add employees to schedule groups.
• Remove from Schedule Group – Controls ability for manager to remove employees from schedule groups.
• Edit Group Schedules – Allow managers to edit group schedules.
• Lock Shifts — Allow managers to lock shifts.
• Assign Breaks — Controls ability for managers to assign breaks. When Allowed, the Assign Breaks option is displayed in the Add Shift, Add Paycode, and Add Leave Time sliders in the Schedule Planner, and in the Add Shift and Add Paycode sliders in the Staffing Dashboard. When Disallowed, the option is hidden.
• Team Definition Setup
• Team Definition Setup Extended Access
• Guided Recommendations
• Select Edits to signed off time and the following:

  Edit signed off time

  Allow override of Include In Totals

  Allow enable edits for employees

  Allow override of correction wage paycode

  Allow override of correction effective date

  Approve requests in signed off time: In Access Scope, select Allowed so that managers can approve time-off requests for a signed-off period or a time period that spans both a signed-off and open period.

• Recurrent / Rolling Periods: In Access Scope, select Allowed so that managers can select whether to repeat the employee visibility period at specified intervals or a fixed time, or move the entire schedule forward by a day at a time.

• Employee Visibility Periods — Allows managers to manipulate Employee permissions on Visibility Periods:
  • Request Submission Control — Manage the submission and request periods for schedule requests from employees.
  • Request Period Extended Access — Access to see request periods created by other managers.
  • Recurrent/Rolling Periods — Allows managers to configure recurrent or rolling periods in the employee visibility period slider.
  • Multi-Group options — Allows managers to configure multiple groups in the employee visibility period slider.
  • Employee Priority option — Allows managers to use the Employee Priority in the employee visibility period slider.
  • Personal Hyperfinds for Employee Query — Allow managers to select their personal Hyperfinds when creating or editing Employee Visibility Periods.
• Call List — Allow managers to access the Call List in the Schedule Planner.
• Call Log — Allow managers to access the Call Log. This setting is ignored if the Call List FAP is set to Disallowed.
• Open Shift Available Notification — Allow managers to send open shift available push notifications. This setting is ignored if the Call List FAP is set to Disallowed.

• Filter Location by Employee Group — Enables managers to filter by Employee Group when using Location queries in the Schedule Planner, Staffing Dashboard, and the Manage Schedule tile on the Home Page.

  • Allowed — Only employees who have a primary job or transfer job in the selected location and belong to the manager's Employee Group are shown.

    In addition, the location-based actions Tools and Generate Schedule are not applicable when filtering by employee group and are hidden in the Schedule Planner.

    ​Data that is displayed in the following add-ons will be filtered by employee group:

    • Comments
    • Indicators
    • Audit
    • Target Hours
    • Absence Calendar
    • Rule Violations (Employee Rules)

  • Disallowed (default) — All employees in the selected location are shown.

• Display Location-based Add-On Data when Employee Group Filtering Enabled — Enables add-ons to display data based on the entire location when using Location queries.

Uwaga: If Filter Location by Employee Group is not set to Allowed, the system disregards the Display Location-based Add-On Data when Employee Group Filtering Enabled setting.

• Allowed — Location-based add-ons in the Schedule Planner show data based on the entire location. The affected add-ons are Metrics, Coverage, Daily Coverage, and Rule Violations (Organizational Rules). The Filter Location by Employee Group setting must also be set to Allowed.​

• Disallowed (default) — Location-based add-ons in the Schedule Planner do not show any data. The affected add-ons are Metrics, Coverage, Daily Coverage, and Rule Violations (Organizational Rules).

The following table explains how the system behaves based on the combination of the Filter Location by Employee Group and the Display Location-based Add-on Data settings:

Filter Location by Employee Group	Display Location-based Add-on Data	Outcome
Disallowed	Disallowed	All employees in the Location are returned
Disallowed	Allowed	All employees in the Location are returned. The Display Location-based Add-on Data setting is ignored.
Allowed	Disallowed	Only employee's from the manager's Employee Group are returned and Location-based Add-ons do not show data
Allowed	Allowed	Only employee's from the manager's Employee Group are returned and Location-based Add-ons show data

• Run reports within Schedule Planner — Displays the Share button in the Schedule Planner. Enables managers to use the Share functionality to run reports from within the Schedule Planner.

In addition to setting Run reports within Schedule Planner to Allowed, the following access must also be configured for managers to run reports from the Schedule Planner:

• Reports > Run reports: Set to Allowed
• Scheduling > Schedule access: Set the Edit column to All.
• Schedule and Open Shifts Visibility Period — Limit the time employees can display open shifts in the schedule.

To define how a manager can configure Scheduler, expand Schedule Configuration and allow or disallow the following function access control points

• Schedule Rules — Add, edit, delete, or display schedule rules.
• Skills & Certifications— Edit skills and certifications of employees:
  • Certifications — Add, edit, delete, or display certifications.
  • Skills — Add, edit, delete, or display skills.
• Skill & Certification Profiles — Edit skill and certification profiles.
• Workload Setup — Edit types of workload:
  • Schedule Zone Sets — Add, edit, delete, or display schedule zone sets and zone categories.
  • Workload Shift Sets — Add, edit, delete, or display shift sets.
  • Workload Planner Profiles — Add, edit, delete, or display Workload Planner profiles.
• Pattern Templates Configuration — Add, edit, or delete pattern templates.
• Schedule Period Configuration — Add or delete schedule periods.
• Shift Template Configuration — Add, edit, or delete shift templates.
• Schedule Groups Configuration — Allow managers to edit schedule groups:
  • Create Schedule Groups
  • Delete Schedule Groups
  • Edit Group Names
• Sorting and Matching — Edit or display sorting and matching rules, procedures, and procedure sets for the Priority Scheduling Engine or Call List.
• View Audit Trails in Priority Scheduling Engine— Access the PSE Audit.
• Location Settings — Edit location settings.
• Metrics Setup — Edit schedule metrics.
• Schedule Score Setup — Controls access to configuring schedule score functionality. When set to Allowed, Factor Deactivation and Schedule Score Definition access are automatically set to Allowed.
  • Factor Deactivation — Controls access to deactivate and reactivate schedule score category factors.
  • Schedule Score Definition — Controls access to configure schedule score definitions.
• Job Groups Configuration — Edit or display job groups.
• Staffing Matrix Configuration — Edit or display staffing matrices for the Workload Generator.
• Weight Set Configuration — Edit or display weight sets for the Workload Generator.
• Day Type Configuration – Edit or display day type rules and rule sets.
• Schedule Planner Setup
• Scheduler Profiles
  • School Calendar Profiles — Edit or display School Calendar Profiles.
• Manager Tile — Allows setup of the Manager tile.
• Availability Setup — Edit availability of employees.
• Proficiency Level Setup — Edit proficiency levels.
• Tag Definition Setup - Edit schedule tags.
• Predictive Scheduling Setup — Allow managers to set up Predictive Scheduling rules, bonuses, and schedule change criteria.

Override Alert Event Configuration — Allow managers to suppress notifications from being sent after they configure an event.