How to Schedule in Manual View

Overview

Go to Schedules A screenshot of a schedule icon with a grey calendar icon and an arrow. > Manual View to create and view schedules in rows, not blocks, for individual employees and contractors over a weekly period, rather than opening each job, quote or activity and scheduling them individually.

This is useful for payroll purposes.

Note that if timesheets are locked for the dates you select, you are prevented from creating a new schedule or edit any existing schedules for those dates and in this case a warning message is displayed.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Schedules

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up Schedule Defaults

How to Create Schedule Rates

How to Manage Employees

How to Use Cost Centres

How to Use Zones

How to Create Teams

How to Create Sites

How to Create Customers

How to Create a Service Job

A screenshot of the Manual Schedule view with total hours in a grey box below.

To schedule a job, quote or activity using Manual View:

  1. Select the employee / contractor you wish to schedule.
  2. Click the blue arrows to select the schedule week.
  3. Under Type, select Job, Quote or Activity.
  4. Under Reference, search and select the job / quote / activity.
  5. Select the Cost Centre if you are scheduling a quote or job. Jobs and quotes with only one cost centre fills automatically.
  6. Select the schedule Date from the date picker.
  7. Enter the Start and Finish times. Alternatively, click the clock icon and use the sliders, then click Done.
  8. Under Rate, select a schedule rate.
  9. Click Save.

You can then see the Total Hours scheduled for the week in the grey box below the table, as well as the number of hours scheduled per schedule rate.

To add a row, click Add Row.

To remove a row, click the A delete icon with a red circle and a white minus symbol. icon. To remove schedules, select the check boxes for the schedules you would like to remove and click Delete.