Manage schedule groups

Inheritance

There are two types of employee groups, groups with inheritance and groups without inheritance.

• Groups with no inheritance simply make it easier to view a certain set of employees separately from other employees. The only impact is in the sequence of the list of employees and the ability to collapse the list.
• Groups with Inheritance make it easier to create and modify employee schedules in unison. When you apply a pattern, a shift, a paycode, or an availability status to a group with inheritance, that entity appears in the schedule of all the employees in the group. That entity can be modified or removed from the schedule of all employees with a single command. Individual shifts, paycodes, and availability can also be defined for specific employees at specific times. These entities are not inherited and must be managed at the employee level.
• If you modify the schedule of individual employees in a group, the modified entity is un-linked from the group and will no longer be affected by any modification of the original group-based entity.

Create a shift or a paycode for all employee schedules in a schedule group

To apply a pattern, a shift, or a paycode to a group:

1. Click View > By group.
2. Right-click a specific date cell in the group row. The group row glance appears.
3. Click the desired entity on the glance.
4. Specify the entity details the same way you would for an individual employee.

Delete or edit a shift or a paycode applied to a schedule group

1. Click View > By group.
2. Right-click the entity in the group row. The group entity glance appears.

• To delete, select Delete. 
• To edit, select Edit . The Edit shift or Edit Paycode panel appears. Edit the group entity the same way you would for a single employee.

Create a schedule pattern for all employee schedules in a schedule group

1. Click View > By group.
2. Right-click the group name (not the group row). The group glance appears.
3. Click Schedule Pattern. 
4. Specify the schedule pattern details the same way you would for an individual employee.

Delete or edit a schedule pattern applied to a schedule group

1. Click View > By group.
2. Right-click the group name (not the group row). The group glance appears.
3. Click Schedule Pattern. 

• To delete the group schedule pattern, click the dowward-facing arrow to open the menu then select Delete.  If part of the pattern has already been worked, you can only delete the part not yet worked. Do this by editing the pattern to define an End date in the future, or by accepting the prompt in the warning message that appears.
• To edit the group schedule pattern, click the downward-facing arrow  to open the menu, then select Edit.  Edit the group schedule pattern the same way you would for a single employee.