Centralized Schedules Prerequisites

Before you can create operational templates and use centralized scheduling, you must configure access. Some of this configuration also applies to the Schedules feature. See “Schedules” under “Appendix: Role Feature Library” in the Dayforce Implementation Guide.

Role Features

The table below outlines the role features that you need to assign in System Admin > Roles, in the Features tab.

Centralized Schedules role features

Role Feature	Sub-Features
Application Container	Approvals Time Off
Centralized Schedules	Import ProtoSchedule Multi Week Save as ProtoSchedule
Profile	Profile Menu Settings Preferences
ProtoSchedules	Edit ProtoSchedules Manage ProtoSchedules
Schedule Setup	Schedule Setup Operational Templates Schedule Acceptance Schedule Change Policy
Schedules	Audit Autofill Unfilled Shifts Copy Week Cost Basic Cost Mode Cost Grid Full Cost Mode Daily Details Irregular Weekly Enable Customized Employee Sort Order Find Candidate KPI View Manage Time Off Mass Edit Wizard Add Segment Add Unfilled Shift Edit Segment Edit Shift Details Partial Shift Activities Post Schedules Schedule Approval Post Unfilled Shifts Mass Publish Unfilled Shift Bidding Reports Centralized Schedule Reports Printed Centralized Schedules Report Coverage Report Daily Coverage Report Daily Coverage Report - Long Version Hourly Coverage Report Manager Coverage Report Schedule Audit Report Shift Rotations Shift Trade History Work Patterns

Client Properties

In System Admin > Client Properties, in the Properties tab, enable and configure the following client properties:

• Enable Customized Employee Sort Order
  • Primary sort
  • Primary sort direction
  • Secondary sort
  • Secondary sort direction
  • Third sort
  • Third sort direction
• (Optional) Secondary Employee Display (see Additional Employee Details)

Authorizations

In System Admin > Roles, in the Authorizations tab, locate the Operational Templates access authorization and assign Can Create, Can Read, Can Update, and Can Delete permissions.

Configure Shift Rotations

To create schedules using shift rotations, you must first configure shift rotations in Scheduling Plan > Shift Setup > Shift Rotation. Then, in People, in the Employment > Employment Settings screen, assign the shift rotations to your employees and select the Create Schedule From Rotation checkbox.