This guide is for Admin and HR users

With our Scheduling Changes feature you can easily set future effective dates to change your peoples Working Patterns and Holiday allowances in their profiles.

Included in this guide:

To schedule a change of working pattern simply head to the employees profile and select More > Working Pattern and Holiday Allowance

Click on the Working Pattern tab and press the + Icon as displayed below...

Select the new Working Pattern that the employee will be moving to and set the effective date and press add working pattern.

Once this has been submitted you can view and track the change and the start date in the working pattern tab..

*Please note : Any leave booked in the future will be automatically recalculated when the new working pattern comes into effect.

*If there are manual adjustments in the employees profiles, these will not be changed or adjusted when a new Working pattern or Holiday allowance starts.

For further details on Working Patterns and how to set them up please click the link below...

To schedule a change of a holiday allowance simply head to the employees profile and select More > Working Pattern and Holiday Allowance

Click on the Holiday Allowance tab and press the + Icon as displayed below...

Select the new Holiday Allowance that the employee will be moving to and set the effective date and press add Holiday Allowance.

Once this has been submitted you can view and track the change and the start date in the holiday allowance tab..

For further details on Holiday Allowances and how to set them up please click the link

You can choose to bulk assign to all your employees or select just a few.

To bulk assign to employees, you simply go to the People > Our people list, select the users you require and then click "Bulk update"

Select Working pattern or Holiday allowance

Choose the new pattern or allowance and enter the start date...

For further details on the bulk assign feature please click the link below...

With the Schedules changes feature you can retain historical data for previous working pattern and holiday allowance changes and track when your people were moved onto new patterns and allowances.

To track changes simply head to the employees profile and select More > Working Pattern and Holiday Allowance and select the relevant tab.

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