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Administrator Guide
Last Updated: 2023-06-23
Concept: Self-Service Changes to Work Schedules

Concept: Self-Service Changes to Work Schedules

Workers assigned to work schedule calendars that use schedule patterns of less than 2 weeks can use the
My Schedule
report to edit their own schedules.

Making Self-Service Changes

You can configure the extent to which workers can edit their own schedules on the
Create Work Schedule Calendar
task.
Self-service workers can select a day on their work schedules to access the
Edit My Schedule
dialog and make a change that is effective on that date. They can add an
End Date
to limit the change or leave the field blank to make the change recurring. Workers can only modify present or future dates; they can't modify scheduled days in the past.
If workers leave the field blank, their recurring change will override all other work schedule assignments, including their default assignment and any new assignments. You can manually add end dates to recurring work schedule changes in mass using the
Mass Update My Schedule Assignments Without End Date
task.
The
Edit Days Individually
dialog enables workers to make changes that are specific to different days of the week in the schedule patterns.
To exit the
Edit My Schedule
dialog or the
Edit Days Individually
dialog without making any changes, always click
Cancel
instead of
OK
. Clicking
OK
overwrites everything on your schedule with the details on the dialog.
If you unintentionally change your schedule, you can't undo the change but you can try to restore your schedule. To restore your schedule, reenter your start, end, and meal times on your default work schedule calendar and add back in any ad hoc, one-time, or other recurring changes.

Example: Audrey's Summer Work Schedule

Audrey is scheduled to work every weekday from 8:00 AM to 5:00 PM. Starting in July, she needs to come in to work earlier and leave earlier every day. Audrey uses the
Edit My Schedule
dialog to change her daily schedule to 7:30 AM to 3:00 PM effective on July 1, with no end date.
For the month of July she also needs to leave early on Fridays, at 1:00 PM, so she uses the
Edit Days Individually
dialog to make the change effective on July 1 and ending on July 31.
Her manager schedules everyone on his team, including Audrey, time to attend a company meeting on the first Friday in July, from 9:00 AM to 12:00 PM. He also assigns her a new work schedule for the last week of July, where she works from 6:00 AM to 2:00 PM. However, Audrey has a recurring change in effect (7:30 AM to 3:30 PM) that takes precedence over her new schedule assignment, so she must manually edit the last week of her schedule for July to match the work schedule assigned to her for that week.
As a result, this is what her schedule for July looks like:
Monday
Tuesday
Wednesday
Thursday
Friday
June 27
June 28
June 29
June 30
9:00 AM - 12:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 1:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 1:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 3:00 PM
7:30 AM - 1:00 PM
6:00 AM - 2:00 PM
6:00 AM - 2:00 PM
6:00 AM - 2:00 PM
6:00 AM - 2:00 PM
7:30 AM - 1:00 PM