Schedule Paycodes

Add a Paycode to Enter Time Off

You can add a paycode to enter planned time off for a day or several days or you can convert a shift to a paycode. In both cases, similar options are available.

Note: You cannot edit shifts that have been locked by a supervisor. You cannot edit shifts in schedule periods that have been signed-off.

To convert a shift to a paycode

Use the Paycode  Quick Action to insert default values for a selected paycode, with start and end time that corresponds to the shift you replace:

1. Click Quick Actions to open the Quick Action toolbar.
2. Click Paycode .
3. Select the paycode from the menu.
4. Click the shift you want to replace. (You can optionally click additional shifts to replace them with the same paycode.)
5. Click Paycode  again to deactivate the quick action.
6. Save your changes.

To add a paycode from a glance

Use the Paycode action available from different glances to access to all options for creating a paycode.

1. Right-click an employee, a shift, or an empty date cell. The corresponding glance appears. Select Add Paycode . The Paycode panel displays.
2. Depending on which entity you first right-clicked, different options are available. Default options appropriate to the context are provided. Modify any default option as required:
   • Effective date: Select the Effective Date to define when to apply the paycode.
   • Paycode: Select the Paycode type. For example, Bereavement.
   • Start time: Specify when the paycode should take effect in the schedule. For example, 9:00am.
   • Duration: Select Specify Amount, then enter a duration in the Amount Hours field. For example: 2:00. 
3. (Optional) Enter the number of consecutive days to repeat the paycode. This value is in continuous days and does not skip holidays or weekends.
4. (Optional) select Add Comment to choose a Comment from the list of configured comments and add it to the paycode. Type in the Note text box to add a personalized note to the comment.
5. Select Apply.
6. Save your changes on the main schedule page. 

Delete a paycode

You can delete paycodes from an employee's schedule that no longer apply or were entered in error.

Delete a paycode

1. Right-click any paycode in the schedule. The Shift glance appears.

2. Click Delete.
3. Save your changes in the schedule.

Retrieve paycode deleted by mistake

Scheduler does not have an "un-do" command, but there are ways to retrieve an item deleted by mistake:

• Do not save the schedule but click Refresh instead. The software re-loads the last saved version.

• If you did save changes and the deleted paycode was part of a schedule pattern, you can Restore the paycode by right-clicking the cell of the paycode you deleted and from the Employee glance menu, select Restore.
• If you did save changes and the deleted paycode and the employee is part of a schedule group, you can Reinherit the paycode from the schedule group by right-clicking the cell of the paycode you deleted and from the Employee glance menu, select Reinherit.

Edit a paycode

You can edit an existing paycode in the schedule by following the steps below.

1. Right-click a paycode on the schedule, then click Edit. The Edit Paycode panel appears.
2. From the Edit Paycode panel, edit the paycode options as necessary:
   • Effective Date - Select the Effective Date to define when to apply the paycode.
   • Paycode — Select another paycode from the list.
   • Start Time — Enter the Start Time to define the time of day.
   • Duration — Select Specify Amount, then enter the number of hours.
   • Override Shift - If the paycode edit replaces a shift, select Override shift. You can override a whole shift or a partial shift.
   • Comments and Notes - If you need to include some additional information, you can create a comment or a note. Select Add Comment to choose a configured comment from the list that appears and add it to the Paycode. Enter text in the Note text box to add a personalized note to the comment.
     
     
3. Click Apply.
4. Save your changes in the schedule.

Notes on Durations and Amounts

Units for Duration and Amounts change according to the type of paycode:

• For days (d.dd), enter a number between 0 and 1.
• For hours (hh:mm), enter a positive number.