Manager Guide

Version: R2024.2.1

About This Guide
Plan For Your Location
The Planning Process
The Budget
The Forecast
Manager Adjustments
Scheduled Figures
Actual Figures
Track Workforce Performance in Plan
View Your Plan
Plan Toolstrip
Plan Tabs
View Your KPIs
View KPI Trend Charts
View the KPI Summary
View Merchandise Events
View Monthly Plans
Generate Forecasts in Plan
Adjust Your Plan
Adjust KPI Values Set to Zero
Recalculate Your Plan
Save, Publish, and Reset Your Plan
Add Comments in Plan
Plan Reports
Plan Troubleshooting
Schedule Your Staff
Choose Your Scheduling Approach
Schedule Views and Options
The Bar View
The Grid View
The Split View
Schedule Options
Schedule Panels
Schedule Dialog Boxes
Single-Location Scheduling
Keyboard Shortcuts
Add Shifts in Schedules
Add Shifts
Add On Call Shifts
Add Shifts That Cross Weeks
Add Meals, Breaks, Activities, and Tasks
Add Meals and Breaks to Shifts
Add Activities to Shifts
Add Tasks to Shifts
Edit Shifts in Schedules
Edit a Single Shift
Edit Multiple Shifts
Centralized Scheduling
Configure Operational Templates
Load Centralized Schedules
Manage Shortcut Templates
Add Shifts in Centralized Schedules
Add Shifts for Employees in Centralized Schedules
Add Shifts for Groupings in Centralized Schedules
Edit Shifts in Centralized Schedules
ProtoSchedules
Configure ProtoSchedules
Edit ProtoSchedules
Save Schedules as ProtoSchedules
Import from ProtoSchedule
Generate Schedules
Generate Schedules by Copying Weeks
Generate Schedules from Shift Rotations
Generate Schedules from Work Patterns
Generate Schedules from Templates
Generate Shifts Using Autofill (Schedules Only)
Schedule Employees Using Autofill
Fill Unfilled Shifts
Schedule Transfers
Add Shifts with Transfers
Edit Shifts with Transfers
Mass Edit Shifts
Move, Copy, and Swap Shifts
Sort and Filter Schedules
Find Candidates to Work Shifts
Schedule Verification
Schedule Problems
Schedule Changes
View Schedule Cost Estimates
Coverage Curves and Efficiency Scores (Schedules Only)
The Coverage Panel
Opening and Closing Buffer
Coverage Suggestions
Overstaffed and Understaffed Shading
Coverage Scores
Scheduled Shifts
Labor Curves
Zones without Labor Curves
Multiple Labor Demands
Merchandise Events and Affected KPIs (Schedules Only)
Location Daily Properties (Schedules only)
Sales Statistics (Schedules only)
Manage Templates
Post Schedules
Schedule Acceptance
Configure Notifications for Schedule Acceptance
Revoke Pending Schedule Acceptance Offers
Manage Unfilled Shift Bids
Post Unfilled Shifts for Bidding
Add and Edit Unfilled Shift Bidding Sessions (Schedules Only)
Mass Publish Unfilled Shifts for Bidding Sessions (Schedules Only)
Approve Unfilled Shift Bids
Manage Time Away in Scheduling Features
Add and Edit Time Away
Submit Time Away Requests for Scheduled Shifts in Scheduling Features
Add Overlapping Time Away in Scheduling Features
Approve or Deny Time Away
Reports in Scheduling Features
Coverage Report
Daily Coverage Report
Hourly Coverage Report
Manager Coverage Report
Printed Centralized Schedules Report
Printed Schedule Report
Generate the Printed Schedule Report
Schedule Acceptance Report
Schedule Audit Report
Take Attendance and Correct Pay
Review Time and Attendance
Load Timesheets
Load Timesheets by Location
Load Timesheets by Calendar Week
Load Timesheets by Pay Period
Load Timesheets by Manager
Load Timesheets by Employee
Timesheet Icons
Review Timesheet Totals
Navigate Between Pages in Timesheets
Modify View Options
Grid View Options
General Options
Review Problems and Exceptions
Pay Summaries
View Pay Summaries
View Retroactive Pay Summaries
Review Pay Rule Analyses
The Analyze Pay Rules Panel
The Ruleset Panel
Filter Rules
View Pay Rule Analyses
Pay Summary Views
View Rule and Qualifier Details
View Audit Information
Load Pay Rule Analyses
Review Unadjusted Clock Entries
Additional Clock Entry Data
Review Attendance Records
Review Balances
Filter Timesheets
Save and Manage Favorite Filters in Timesheets
Save and Manage Favorite Lists in Timesheets
Sort Timesheets
Correct Time, Attendance, and Pay
Record Worked Shifts
Add Unscheduled Shifts
Edit Shifts
Mass Action
Add Multiple Shifts
Edit Multiple Shifts
Resolve Mass Exceptions
Schedule Segments Overview
Add Unscheduled Shifts with Segments
Edit Shifts with Segments
Link Shifts with Segments to the Schedule
Remove Shifts
Remove Meals and Breaks
Contact Employees Using the Call-In List
Add Time Entries
Link Shifts to the Schedule
Unlink Shifts from the Schedule
Resolve Tardies
Pay Adjustments
Add Pay Adjustments
Edit Pay Adjustments
Import Pay Adjustments
Delete Pay Adjustments
Retroactive Adjustments
View Retroactive Adjustments
Waive Meals
Report Missed Breaks
Attest Missed Breaks
Approve Employee Attestations
Remove Manager Attestations
Report Your Employees’ Number of Breaks Taken
Edit Your Employees’ Number of Breaks Taken
View Break Attestation Audits
Record Transfers
Record Tips
Enter Time Against Projects and Dockets
Record Time Against Projects
Enter Time Against Dockets
Clear Biometric and Facial Verification Failures
Undo and Redo Timesheet Changes
Approve Timesheets
View Audit Information
Comment on Timesheets
Authorize Timesheets
Authorize with a Period Authorization Policy
Manage Time Away from Work in Timesheets
Add Time Away in Timesheets
Edit Time Away in Timesheets
Submit Time Away Requests for Scheduled Shifts in Timesheets
Add Overlapping Time Away from Work in Timesheets
Time and Attendance Fixed Format Reports
Approaching FT Report
Attendance Roll Call Report
Comments Report
Department Hours Pay Summary Report
Department Hours Report
Employee Attendance Incidents Report
Employee Pay Summary Report
Employee Time Entry Report
Employee Transfer Report
Inactivity Report
Missing Pay Records Report
Pay Category Hours Report
Pay Delta Report
Pay Detail Report
Pay Summary Report
Projected Hours Report
Raw Time Entry Report
Schedule VS Actual Shift Report
Time Entry Exception Report
Timesheet Audit Report
Unauthorized Records Report
Timesheets Keyboard Shortcuts
Timesheets Troubleshooting
Time Review
Load Data in Time Review
View Options in Time Review
Time Review Views
View Employees in Time Review
Approve Timesheets in Time Review
Approve Timesheets by Pay Period
Edit Timesheets in Time Review
Resolve Tardies in Time Review
Copy Timesheets Between Employees
Save Timesheets as Templates
Apply Templates
Compare Worked Hours with Normal Weekly Hours
Run Timesheet Reports
Period Review
Load Data in Period Review
View Exceptions in Period Review
Edit Timesheets in Period Review
Authorize and Unauthorize Timesheets in Period Review
Manager Timesheet
Load Timesheets
Load by Pay Period
View Options
Record Time
Record Work on Projects
Add Pay Adjustments
Record Tips
Waive Meals
Attest Missed Breaks
Manager and Employee Attestation
Copy Timesheets
Copy Timesheets Between Employees
Save Timesheets as Templates
Apply Templates
Link and Unlink Schedules
Resolve Tardies
Authorize Timesheets
Compare Worked Hours with Normal Weekly Hours
Employee Administration
People Feature Overview
View or Hide Columns
View the Org Chart
Action Button for Forms
Filter Employee Records
National ID Number Filter
Include Indirect Reports
Save Favorite Filters
Manage Favorite Filters
People List Filter and Column Authorizations
Sort and View Employee Profiles
Sort Employees Based on User Culture Setting
Search from Profiles
View Audit Information
Employee Profile Header
Employee Notes
Add Attachments to Employee Notes
Right to Work Checks for Australian Employees
Right to Work Checks for Australian Employees (CheckWorkRights)
Send Right to Work Checks to Employees (CheckWorkRights)
Right to Work Checks for Australian Employees (VEVO)
Right to Work Statuses
Add Employee Images
Select the Displayed Currency
Edit Employees
Direct Management Assignments in the Edit Wizard
Employee Data Mapping
Data Mapping Editable Dialog Box
Data Mapping 2.0 Editable Dialog Box
Data Mapping Read-Only Dialog Box
Data Mapping 2.0 Read-Only Dialog Box
People Feature Screens
Customize the Profile Menus
Copy to Clipboard
Pending Changes Information Bar
Overview
Audit
Career
Employment > Employee Properties
Add Employee Properties
Define 9/80 Split Time
Define Entitlement Seniority Date
Employment > Employment Settings
View Audit Details for Status, Key Information, and Dayforce Wallet
Key Information
Set an Entitlement Override Date
PPACA Override Date
Update Employment Status Records
List of Employment Status Settings
Periodic Salary
Field Values for Past, Current, and Future Status Records
Generate New Employee Numbers
Pre-Start Status for New Hires
Auto-Update the Most Recent Hire Date
Employment Type
Add Employment Types
Add Highly Compensated Employee Records
Review Dayforce Wallet Status
Employment > HR Incidents
Add HR Incident Records
Filter and View HR Incident Records
HR Incident Notes
Add Notes to HR Incident Records
View and Edit Notes in HR Incidents
Delete Notes in HR Incidents
Employment > HR Policies
Track Employee Sign-off on HR Policies
Employment > Letters
Employment > Safety and Health Incidents
Safety and Health Incident Notes
Safety and Health Incident Settings
Add Safety and Health Incident Records
Copy Safety and Health Incident Records
Delete Safety and Health Incident Records
Employment > Unions
E-Signature Templates
Flight Risk
Flight Risk Survey
Flight Risk Profile
Forms
Form Submissions Section
Learning
Enroll Employees in Courses in the Learning Profile
Enroll Employees in Learning Plans in the Learning Profile
Assign Skills
Filter Skills
Assign Certifications to Users
Filter Certifications
View Employee Transcripts
Filter Transcripts
Leave Management
Australian Leave Requests
Linked Leave Periods
Add Linked Leave Records
Add Keep In Touch Days for Australian Employees
German Leave Requests
Maternity Leave (Germany)
Pregnancy Work Ban Leave (Germany)
Linked Pregnancy Work Ban Leave Periods (Germany)
Add Linked Leave Records (Germany)
Parental Leave (Germany)
UK Leave Requests
Leave Payment Schedules for UK Employees
Generate Leave Payment Schedules
Onboarding > First Time Access Email
Onboarding > Onboarding Policies
Assign Onboarding Policies in the People Feature
Payroll in the People Feature
Personal > Confidential Information
General
Unknown Birth Date (Germany)
Disability (Germany)
Indigenous Status
Religion
Ethnicity (US)
Add Sight-Identified Ethnicity (US)
Ethnicity (Singapore)
Add Employee Ethnicity (Singapore)
Right to Work (Australia)
Right to Work (UK)
Veteran Status (US)
Add Veteran Status
Estate
Add Estate Details
Identification
Personal > Contact Information
Non-Primary Addresses for Payroll Mailing and Tax Statements
Request Verification for Employee Email Addresses
Personal > Dependents and Beneficiaries
General Information
Confidential Information
Phone Number
Address
Coverage and Designation
Add and Delete Dependents or Beneficiaries
Verification
Personal > Emergency Contacts
Security Settings
Update User Properties
Change the Employee's Password or PIN
Assign User Roles
Security Access Section Overview
Assign Delegate Access
Assign Location Access
Assign Pay Code Groups
Assign Pay Group Admin Access
Add a Single Sign On Login Name
Assign Document Security Groups
Manage Authentication Tokens
Manage Authentication Tokens in People
Manage User Authentication Tokens
Statements > Additional Statements
Statements > Compensation Statements
Statements > Earnings Statements
Statements > Record of Employment Statements
Statements > State Wage Allocation Statements
Statements > Year End Statements
Talent Screen
View Performance Records
Record External Performance Reviews
Work > Attendance
Recommendations for Printing Attendance Calendars
Work > Availability
Work > Badge
Add Badges
Copy Badges
View Badge Audit Information
Work > Balances
View Employee Balances
Add Employee Balances
Set Minimum and Maximum Balance Values
Manually Assign Initial Values
View System Transactions
Override Hidden Balances
Manually Increment or Decrement Balances
Recalculate Balances
Restrict Balance Access
Work > Base Rate Progression
Add Base Rates
Edit or View Existing Base Rates
View Audit Information
Work > Biometric Security
Exempt Employees and Edit Biometric Sensitivity
Work > Clock Group Assignment
Work > Default Labor
Configure Default Labor Metrics
Work > Job Step Rates
Add Job Step Rates
View System Transactions
Delete an Employee's Job Step Rate History
Work > Management Assignments
Management Model
Assign Location Managers
Assign Managers to Specific Employees
View and Add Managed Employees
Work > Pay Code Group
Work > Photo Enrollment
Work > School Year Calendar
Add School Year Calendars
Edit School Year Calendars
Work > Shift Assignments
Work > Shift Trade History
Work > Vacation Bidding Group
Assign an Employee to a Vacation Bidding Group
Edit and Delete an Employee’s Vacation Bidding Group Assignment
Work > Volunteer List
Work > Work Assignments
View and Update Position Assignments
Add Job Work Assignments
Work Assignments in the Pre-Start Period
Pay Grade Information
Compa-Ratio Calculation
Adjusted Pay Grades for Salaried Part-Time Employees
Specify Primary Work Assignment for Non-primary Legal Entity
View Audit Details for Work Assignment Records
Suggested Job Assignment Defaults
Virtual Checkbox for Canadian Employees
Work > Work Contracts
Assign Work Contracts
Assign Work Patterns
Assign Meals and Breaks
Assign Complementary Hours
Review Problems
HR Form Administration
Attach Files to Forms
Add Comments to Forms
Job Assignment Defaults in Forms
Submit HR Forms
Record Contact Details
Record Emergency Contacts
Record Confidential Information (US Employees)
Record Confidential Information (Canadian Employees)
Record Address Changes
Overview of Primary Address Updates
Record a Change of Name or Marital Status
Submit Direct Deposit Information
Submit Direct Deposit Information (Australia)
Submit Direct Deposit Information (Canada)
Submit Direct Deposit Information (Germany)
Submit Direct Deposit Information (IBAN)
Submit Direct Deposit Information (Mauritius)
Submit Direct Deposit Information (New Zealand)
Submit Direct Deposit Information (Other)
Submit Direct Deposit Form (Singapore)
Submit Direct Deposit Information (UK)
Submit Direct Deposit Information (US)
Account Effective Dates
Request a Leave of Absence
Record a Return from a Leave of Absence
Record Job Assignment Changes
List of Job Assignment Change Form Settings
Record Job Assignment and Compensation Changes
List of Job Assignment and Compensation Change Form Settings
Record Compensation Changes
List of Compensation Change Form Settings
Terminate Employees
Record a Print Statement Acknowledgement
Hire Employees
List of New Hire Form Settings
Rehire Employees
Record Health and Wellness Status
Declare Life Events
Submit Safety or Health Incidents
Workflow and Approval Process for Forms
Act On Forms by Email
Review E-Signed Forms
Submit Guided Processes
Forms Library
Address Form
Annual Leaves Carry Over Form
ATO Employee Commencement Form
Authorize Instant Issue Payroll Card Form
Certificate of Attendance Form
Change Shift Form
Colorado Copy of Federal W-4
Compensation Change Form
Confidential Information Form
Contact Details Form
Current Beneficiary Information Form
Current Dependent Information Form
Direct Deposit Form
EEO Sight Identification Form
Electronic Statement Acknowledgement Form
Emergency Contacts Form
Employee Contribution Template Form
Employee Payment Request Form
Federal TD1 Form
Federal W-4 Form
Automatic Effective End Date When Exemption Claimed
Federal W-4P Form
Health and Wellness Form
Job Assignment and Compensation Change Form
Job Assignment Change Form
Job Assignment Change with Manager Form
KiwiSaver Deduction KS2
KiwiSaver Opt-out or Savings Suspension Form
Life Event Declaration Form
Location Transfer with Manager Form
Mauritius EDF Form
Name and Marital Status Form
New Hire Form
New Hire (Position Management) Form
New Hire with Contract Form
New Hire with Contract (Position Management) Form
New Mexico Copy of Federal W-4
North Dakota Copy of Federal W-4
Overtime Application Form
Parental Leave Planning Form
Position Change Form
Print Statement Acknowledgement Form
Provincial TD1 Links
Quick Entry Payment Form
Rehire Form
Rehire (Position Management) Form
Rehire with Contract Form
Rehire with Contract (Position Management) Form
Request Leave of Absence Form
Request Payroll Card Form
Return to Work Form
Return to Work (Position Management) Form
Right to Work Document Upload
Safety & Health (USA) Form
Schedule Approval Request Form
State Tax Form Links
State Tax Forms
Automatic Effective End Date When Exemption Claimed
Superannuation Standard Choice Form
Superannuation Voluntary Contribution Form
Tax Code Declaration Form
SGP - Confidential Information and Tax Definition Form
Terminate an Employee Form
TFN Declaration Form
Utah Copy of Federal W-4
Voluntary Self-Identification of Disability (CC-305) Form
HR Fixed Format Reports
Earning Statement Report
Employee Accelerated Plan Report
Employee Audit Report
Employee Availability Report
Employee Balance Report
Employee Changes Report
Employee Work Contract Report
Entitlement Liability Report
Manage Time Away from Work
Time Away Request Settings
Create Time Away from Work Requests for Employees
Approve or Deny Pending Time Away from Work Requests
Submit Time Away Requests for Scheduled Shifts
Add Overlapping Time Away from Work
Attach Supporting Documents to Time Away Requests
Add the Employee’s Time Away Period to Your Outlook Calendar
Override Time Away from Work Hours
Time Away Processing for Inactive and Terminated Employees
Track Your Workday
View Your KPIs and Operations
View Your Operations on the Home Screen
Track Tasks in Plan Admin Checklist
Review Employee Clock Entries
Approve Payroll
Review Pay Period Status
Navigate between Pages
Filter and Sort Pay Approve Checklist
Review Problems, Unauthorized Records, and Active Time Entries
Calculate Pay
Generate Pay Summary Reports
Approve Pay Periods
Edit Multiple Records (Mass Action)
The Payroll Import Feature
Payroll Import Feature Overview
Payroll Import Role Access
Payroll Import User Access
Business Owner Groups for Payroll Import Access
Import Payroll Elections or Quick Entries CSV Files
Payroll Import > Payroll Elections
Payroll Elections Import Template to Use in the Payroll Import Feature
Import Payroll Elections in the Payroll Import Feature
Tasks in Payroll Import > Payroll Elections
Payroll Import > Quick Entries
Quick Entries Import Template to Use in the Payroll Import Feature
Payroll Import > Automated Import Assignment
Approvals
Manage Availability Requests
Manage Shift Trade Requests
Manage Overtime Banking Payout Requests
Multi-Week Calendar
Overview of Multi-Week Calendar
Load Multi-Week Calendar
Manage Time Away in Multi-Week Calendar
Add Time Away in Multi-Week Calendar
Edit Time Away in Multi-Week Calendar
Add Overlapping Time Away from Work in Multi-Week Calendar
Submit Time Away Requests for Scheduled Shifts in Multi-Week Calendar
Manage Shifts in Multi-Week Calendar
Anomaly Days
Schedule Mobile Org Units
Project Management
The Projects Feature
The Details Tab
The Assignment Tab
The Pay Code Setup Tab
Create and Manage Projects
Create Top-Level Projects
Create Child Projects
Add Employees to Projects
Filter Projects
Complete Projects
Run Project Reports
Project Taxation for US Employees
Configuration Overview
Assign Tax Addresses to Projects
Enable Taxation for COE Projects
Task Management
Create and Manage Your Tasks
Create Tasks
Create Task Index Templates
Create Task Index Values by Location
Create Task Index Values by Location Property
Filter Task Index Templates
Import and Export Index Values
Task Template Properties
Template Properties
Budgeted Time
Assigned Locations
Task Recurrence
Documents
History
Create Task Templates
Add Files to Task Templates
Create Tasks from Templates
Create Ad Hoc Tasks
Configure the Task’s General Properties
Configure the Task’s Budgeted Time
Configure the Task’s Assigned Locations
Add Files to Tasks
Review Tasks
Select Tasks to Review
Track Task Progress
Task Management Legend
Filter Tasks and Locations
Perform the Gatekeeper Role
Record Progress for Multiple Assigned Locations
Edit Tasks
Export Tasks
Maintain Your Tasks
View Existing Tasks
Assign Tasks
Record Task Progress
Add Files to Tasks
Download Attached Files
Plan Your Tasks
Create Task Plans
View Existing Tasks
Filter and Sort Task Plans
Choose Your View
View Task Plans on the Calendar
View a Single Task Plan
Add Task Plans
Edit Task Plans in the Calendar
Delete Task Plans in the Calendar
Schedule Task Plans
Schedule Task Plans in the Bar View
Schedule Tasks in the Grid View
Attendance Management
Load Attendance Data
Incident and Violation Statuses
Filter Incidents, Violations, and Grades
Sort Incidents, Violations, and Grades
Review Incidents, Violations, and Grades
Review Attendance Incidents
Review Scorecards
Review Attendance Violations
Review Attendance Grades
Update Incidents and Violations
Waive Incidents
Recalculate Attendance Management Records
Cite Violations
Record Violation Actions
Employee Attendance Incidents Report
Run the Employee Attendance Incidents Report
Engagement Management
View the Survey Summary
Review the Survey Results
Review the Survey Comments
Review the Survey Analysis
Team Learning Activity Management
Filter Team Learning Activity
View Progress by Employee
Enroll Employees in Courses on Team Learning Activity
View Progress by Learning Plan
Development Plan Management
View Development Plans
Add Development Plans
Development Plan Detail Fields
Add Activities to Development Plans
Add Learning to Development Plan Activities
Edit or Delete Plans and Activities
Publish Draft Development Plans
Update Development Plan Progress
Report on Development Plans
Vacation Bidding Management
Vacation Bidding Group Assignments in People
Assign a Single Employee to a Vacation Bidding Group
Assign Multiple Employees to a Vacation Bidding Group
Assign Employees to Vacation Bidding Sub-Groups in People
Assign Vacation Bidding Ranks to Employees in People
Create Vacation Bidding Sessions
The Vacation Bidding Sessions Sub-Feature
Filter Vacation Bidding Sessions
Vacation Bidding Session Statuses
The Vacation Bidding Session Wizard
Vacation Bidding Session Details
Select Calendar Period and Limits
Select Rounds
Verify Employee List
Sequential Bidding Configuration
Review Configuration and Complete
Add a Vacation Bidding Session
Configure the Session’s Details
Configure the Session’s Calendar Period and Vacation Limits
Update the Session’s Submission Rounds
Verify the Session’s Participants
Configure the Session’s Bidding Windows
Review and Confirm the Session’s Configuration
Edit Vacation Bidding Sessions
Edit a Pending Vacation Bidding Session
Edit an Active Vacation Bidding Session
Edit a Processed Vacation Bidding Session
Edit a Vacation Bidding Session with Errors
Edit a Canceled Vacation Bidding Session
Delete Vacation Bidding Sessions
Review Vacation Bidding Sessions
The Bidding Dashboard Sub-Feature
Submission Round Statuses
View Employee Bids
View Active Bidding Windows
View Employees’ Vacation Balances
View Bid Dates
View the Bid Calendar
Remove Bids with Errors
Reprocess Bids
Approve a Vacation Bidding Round
Void a Vacation Bidding Round

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