Schedules

Schedules is a graphical tool used to schedule employees. You can perform a variety of scheduling tasks in Schedules, such as adding shifts, changing shift start times, end times, or duration, scheduling breaks and meals, assigning shifts, scheduling activities, and scheduling on call shifts.

To configure the feature’s default parameters, click the parameters configuration icon ().

Schedules default parameters

Parameter	Description
Number of weeks ahead	Controls the number of weeks in advance that Dayforce shows.
Filters	Controls the filter options shown in the Filter panel.
Include Manager comments on copy - Default setting	Controls whether the Include Manager comments on copy checkbox is selected by default in the Options panel.

Schedules Subfeatures

Audit: Enables the Audits tab, where users can view changes made to posted schedules.

Autofill: Enables the Autofill button. Autofill is an automated scheduling function which generates a base schedule for your location. Dayforce creates shifts that match the labor demands for the week while respecting employee availability and your organization's assignment policy.

Calculate Daily Total Using Filtered Activity: Enables the Calculate daily total using filtered activity checkbox in the Options panel. Users with this feature can configure Dayforce so that calculated daily hour totals reflect only the number of hours for the selected filtered activity in the Filter & Sort panel.

Clear Trade Status: Enables the Clear Trade Status button in the Add Schedule and Edit Schedule dialog boxes. Users with this feature can clear the shift trade status associated with shifts.

Copy Week: Enables the Copy Week button or the Copy Week option in the Generate drop-down list. Users with this feature can copy a week in the schedule.

Cost: Enables the Cost panel, which shows the cost of scheduled shifts, in hours and dollars, for the current week. Dayforce compares these amounts to the amounts suggested by the plan forecast.

• Basic Cost Mode: Enables schedule metrics in the Cost panel.
• Cost Grid: Controls access to pay information in the Cost panel. To view pay information in the Cost panel, you must assign users both the Cost Grid subfeature and the Pay Information access authorization.
• Full Cost Mode: Assign this subfeature to run the rule engine and apply pay rules to provide a more accurate estimate of schedule cost (for example, including overtime, premiums, and so on). Additionally, Dayforce shows pay codes at the weekly and daily level for schedules.

Coverage Pane: Enables the Coverage tab, which users can click to view the Coverage panel.

• Suggestion List: Enables the suggestions list icon. Dayforce generates a list of suggestions to improve coverage when scheduling staff by extending shifts or creating new shifts.

Display Auto Select Activity Option: Enables the Automatically select an activity for schedule checkbox in the Options panel. When you select the checkbox, Dayforce automatically assigns a related activity to shifts.

Display Minor Option: Enables the Indicate minor status checkbox in the Options panel. When you select this checkbox, Dayforce indicates minors on the schedule with an icon next to their names.

Edit Shift Origin: Enables the Origin drop-down list, which you can use to edit the origin of a shift.

Enable Clear: Enables the Clear button in the toolstrip.

Enable Customized Employee Sort Order: Users can specify and save custom employee sort orders.

Enable Segment Display: Enables segments (also known as schedule transfers) in shifts. Segments represent a portion of the shift where the shift details change. For example, if an employee works a different job assignment or on a different project for a portion of their shift.

Find Candidate: Enables the Find Candidate functionality in the Grid View.

Forms Action: Enables forms for workflows in Schedules. When this role feature is enabled, the Request button is available in the toolstrip. Note that this button doesn’t function if the Schedule Approval Request role feature isn’t enabled.

• Schedule Approval Request: Enables access to the Schedule Approval Request form in Schedules. Click Request in the toolstrip to open the form and request schedule approval.

Hide Weekly Totals: Hides the total hours at the bottom of the Grid View and at the top of the Bar View. Dayforce shows these hours by default, and they represent the hours that count toward schedule coverage:

Grid View:

Bar View:

Import Fixed Schedule Templates: Users can create and apply fixed templates in the templates panel.

Import/Export Schedule Templates: Enables the Templates button or the Templates option in the Generate drop-down list. Users with this feature can create and apply templates.

KPI View: Enables the KPI panel, where you can view the KPIs that are configured to show in Schedules. The data respects the selected zone filters. For example, if only one zone is shown in the schedule, Dayforce shows KPI data only for that zone. When the schedule isn’t filtered by zone, Dayforce shows all KPI data for the selected location. As you make changes to the schedule, Dayforce enables the Refresh button so that you can reload the KPI data to reflect the changes.

Location Daily Property: Users can access and edit location daily property values for their stores in the Location Daily Properties panel.

Manage Time Off: Users can create time away requests.

Important: To use time away functionality in Schedules, users also require access to the Application Container > Approvals > Time Off role feature. See Application Container.

• Add overlapping full day TAFW: Users can add a second full-day time away from work segment that overlaps with another full-day time away request.
• Note: To add overlapping full-day time away requests for an employee, the employee’s time off policy must have concurrent time off functionality configured.
• Time Off Reports: Enables access to time away reports:
  • Employee Balance Report
  • Employee TAFW Report
  • TAFW Calendar Report

Mass Edit Wizard: Users can mass edit shifts and shift segments.

• Add Segment: Users can mass add shift segments.
• Add Unfilled Shift: Users can mass add unfilled shifts.
• Edit Segment: Users can mass edit shift segments.
• Edit Shift Details: Users can mass edit shift details.

Merchandise Event: Enables the Events panel, where you can view details on merchandising events.

Partial Shift Activities: Users can schedule activities at specific times during a shift. For example, a retail store might schedule the 'Opener' and 'Cash Check' activities to at least one employee each day, so that there's an employee working responsible for opening the store and another responsible for counting the cash floats for the location. By default, Dayforce schedules activities to an entire shift.

Important: If roles assigned access to this feature also have access to schedule transfers in Schedules, Dayforce restricts the ability to add segments to schedules. That is, if a role is assigned access to both the Enable Segment Display and Partial Shift Activities role features, the Add Schedule dialog box doesn’t contain the Add Segment button. In this scenario, to enable the Add Segment button in Schedules, leave the role’s access to the Enable Segment Display feature enabled and disable access to the Partial Shift Activities feature.

Post Schedules: Enables the Post or Submit button. To make a schedule available to employees, you must post it. To post schedules, managers, administrators, or other appropriate users require access to this feature. The button that shows depends on the access authorization assigned to the user role. For more information on the difference between the Post and Submit features, see Submit Schedule for Approval.

• Schedule Approval: Users must approve each zone before they can post schedules.

Post Unfilled Shifts: Include unfilled shifts in a location's posted schedule. Unfilled shifts are associated with a job, but not assigned to a specific employee. They satisfy the labor coverage requirements for a location and can be used to plan schedules.

• Mass Publish: Enables the Mass Publish button. Users can mass post unfilled shifts for bidding.
• Unfilled Shift Bidding: Enables the post unfilled schedule icon () in the Edit Schedule dialog box. Users can post unfilled shifts for employees to bid on.

Reports: Enables the Reports button. There are several schedule reports that users can run. Select any of the subfeatures to enable the corresponding report:

• Daily Coverage Report
• • Include Sales Statistics: Show sales statistics for the day, such as sales per hour, last year's hourly volume, and different sales projections, all broken down by hour. Dayforce shows the Project Incr % field in the report parameters only if you enable the Include Sales Statistics role feature.
  • Show Selected Parameters: Show the selected report parameters in the header when you run the report.
• Hourly Coverage Report
• Manager Coverage Report
• Printed Schedule Report
• Schedule Acceptance Report
• Schedule Audit Report

Click the parameters configuration icon () to configure default report parameters for the following reports:

• Daily Coverage Report
• Manager Coverage Report
• Printed Schedule Report: The options in the following parameters are selected by default:
  • Show Filters
  • Show Options
  • Show Additional Details For Segments
  • Show Job & Dept. Options
• Schedule Audit Report

Sales Statistics: Enables statistics rows. The Show Sales Statistics checkbox appears in the options panel when using the Bar View.

• Exclude Non-Service Shift On Forecasted Sales Per Hour: Assign this subfeature and the amounts shown in the Forecasted Sales per Hour row don’t include any nonservice amounts. When not enabled, nonservice amounts are included.

Schedule Trend: Enables the Trends tab.

• Number of prior weeks: Specify how many weeks to show for schedule trends.

Selected Org Filter: Enables the Shift From Current Org checkbox in the Filter panel. Users can filter schedules by the location selected in the org picker. This is useful when employees are scheduled at more than one location.

Shift Bidding: Enables the unfilled shift bidding functionality. Users can post unfilled shifts for employees to bid on. To configure the columns that appear in the Manage Shift Bids panel, click the parameters configuration icon ().

Shift Rotations: Enables the Shift Rotations button or the Shift Rotations option in the Generate drop-down list. Users can create scheduled shifts for a location's employees, based on their shift definitions and rotations.

Shift Standby: Users can schedule on call shifts, sometimes called standby shifts. These shifts represent time that the employee isn’t scheduled to work, but is 'on call' to come into work if needed.

Shift Swap: Users can swap shifts in the Grid View by dragging and dropping.

Shift Trade History: Enables the Shift Trades button and panel. You can configure Dayforce to support shift trading so that employees can post shifts for bidding, offer shifts, and swap shifts. Users with this feature can track the shifts that have been traded for a particular week in the Shift Trades panel in Schedules.

Show Coverage and Efficiency: In the Bar View, Dayforce graphs each shift on the schedule as a colored bar stretching from the shift’s start time to its end time. Assign this feature and Dayforce also shows your schedule's coverage score, the total number of scheduled hours, and how over- or understaffed the location is during the day.

To calculate coverage scores, Dayforce must be configured to track labor requirements. See Labor Deployment.

Show Employee Skill Filters: Enables the Skill and Skill Level options in the Filter panel.

Show Schedule Trend (Multi Employee): Enables the Trend (Multi Employee) checkbox in the Options panel. Select this checkbox to view the enhanced schedule trend functionality in the schedule.

Stack: Enables the Stack button () in the Bar View > Coverage View. Users can stacks shifts to remove any gaps that might occur when they edit the schedule.

Work Patterns: Enables the Work Patterns button or the Work Patterns option in the Generate drop-down list. Users can create shifts automatically based on fixed shifts (that is, days assigned the Shift shift type in the Work > Work Contracts screen in People).