Posting the current schedule

HOW POSTING THE CURRENT SCHEDULE WORKS

 

The posted portion of the schedule is the part of the schedule visible to your employees. You control the end date of this time window for your employees by setting a post date in the system for each department (or all departments together).  The posted portion of the schedule always ranges from the current date (today) through the post date for each department. So as days pass, the start date of the posted portion moves forward, but you should never allow the posted portion to disappear. You should always keep plenty of posted area.  You can post anywhere from a few days ahead up to a year ahead.  Normally a few weeks to a month of posted schedule works well.

 

In the Current Schedule, when in a single department, the posted days of the schedule are marked with a light blue background in the header of each day column.  Days that have fallen into history have column headers with a gray background.  Days that are un-posted and therefore still "under construction" have column headers with a white background.

 

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THE SIMPLE WAY: POSTING ALL DEPARTMENTS TO THE SAME DATE

 

Posting the schedule means simply telling WorkSchedule.Net what the new post date is. If you always want to post all departments to the same date, posting is very simple. Make sure you are viewing All Departments (keep in mind you may have renamed "Departments" to something else).  Then choose the day you want the schedule posted through.  Click the date at the top of that day column.  You will get a pop-up menu. Click the option "Post the schedule thru this day".  Then you will notice that all the day column tops have an aqua color from the current date through the new post date that you just set.  Those aqua days now represent the posted portion of the schedule.  Your employees can now see their schedules through the new post date.

 

 

Posting to a specific date

 

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This will post the schedule from the current date through Thursday, October 12th.

 

DO NOT RE-POST!

 

CAUTION: When you make changes to the posted portion of the schedule, you do not need to post again to make those changes effective.  As soon as you make a change, it is effective.  If you attempt to re-post the week to the last day of the week, you may inadvertently UN-POST, everything after that week, if it had been posted beyond the week's end. See UN-POST below.

 

CAUTION: STRIPED BLUE AND WHITE PATTERN IN DAY COLUMN TOPS

 

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CAUTION: When you see the striped pattern at the top of the day column, it means that some of the time blocks below in that day column are not posted, and therefore not visible to the employees. This can happen when you have set different post dates for different departments, which you are allowed to do. It also can happen when you add a new department without posting it, because by default that new department is not posted. For more information on what the striped pattern means see THE ADVANCED WAY: POSTING EACH DEPARTMENT TO ITS OWN POST DATE below.

 

THE ADVANCED WAY: POSTING EACH DEPARTMENT TO ITS OWN POST DATE

 

NOTE: Keep in mind that you could have renamed the "Departments" category to something else (EX: "Locations"), but these same procedures still apply to the category of type "Department".

 

POSTING INDIVIDUAL DEPARTMENTS

 

Each department in WorkSchedule.Net can have it's own post date. This can be useful when you want a particular department's schedule posted further ahead, but another department's schedule is not ready to be posted that far ahead yet.  To do this, first choose one department in the cross-section toolbar. Now you are viewing only the one department, for example, Department A.  Because you are only viewing Department A, you can post using the same method described above in the simple method above.  However, this time, you will only be posting Department A's schedule.  Then you can choose Department B, from the cross-section toolbar, and post Department B to a different post date, etc.

 

VIEWING ALL DEPARTMENTS, WHEN EACH DEPARTMENT IS POSTED TO A DIFFERENT DATE

 

When you are viewing ALL Departments, you may see a striped aqua and blue pattern on some days.  This indicates that for these days, the schedule is posted for some departments, but not for others. Be careful here, as this means that you as a manager or admin may see time blocks on these days that the employees cannot see because the department of those time blocks are not yet posted for that day. Remember, employees only see time blocks that are on or before the post date of the department.

 

EXAMPLE: Dept A is posted through Monday, but Dept B is posted through the following Wednesday. There is a time block in Dept A on the Tuesday in between. Since Dept A is only posted through Monday, that time block is not visible to the employee, because it is  on Tuesday. When viewing ALL Departments, on the manager side, you will see the striped aqua / white pattern at the top of the Tuesday and Wednesday columns, indicating that not all time blocks below are visible to the employee, because they contain a possible mix of posted, and un-posted time blocks.

 

UN-POSTING THE CURRENT SCHEDULE

 

Although uncommon, you may have posted to the wrong date or simply want to reverse the posting of your schedule. You can move the post date backward to a date before the current post date. This effectively un-posts some or all of the schedule in such a case. To do this, simply post to a date before the current post date (i.e., move it backward).

 

EXAMPLE: If the schedule is posted through 12/19/08, and you click on the date header for 12/15/08, and then click "Post the schedule thru this day", you will effectively have un-posted 12/16, 12/17, 12/18, and 12/19, because the post date has been moved backward.