Schedule

Payroll > Schedule

The daily operation of any company is dependent on the logistics of shift schedules. From these screens you may handle the day-to-day schedules of each Plant, Employee Type, and Employee Group to ensure adequate coverage during business hours.

Schedule screen

Easily organize filtered schedules by using the Create Shortcut CREATE SHORTCUT button button.

To sort schedules based on employee seniority, set the Schedule and Timecards Sorted By option to Hire Date.

Managing daily schedules

Daily schedules vary based on the size and makeup of any company. Selecting a day from the ScheduleA tool for scheduling daily employee shifts. Employers may use this to set start and end times for each employee. screen launches the Add Schedule screen where administrators may assign hours to each employeeUser accounts for drivers, dispatchers, and other staff to perform varying functions in TrackIt.'s shift.

Add Schedule screen

ADD EMPLOYEE button

Add Employee

Depending on the filters set for plants, employees, and employee groups, some employees will not be visible for scheduling. The Add Employee button allows you to add individuals from other employee groups onto that day's schedule. Most companies use this when lending employees to plants atypical from their usual designation.

Add Employee dialog window

COPY SCHEDULE FROM button

Copy Schedule From

As a time saving measure, companies with employees that regularly hold the same shifts each day may copy a previous day's schedule. The same employees and shifts are duplicated to the active date, though changes may be made to hours as needed.
EMAIL ENTIRE SCHEDULE button

Email Entire Schedule

When a schedule is finalized, employers may email all affected employees with their new or updated hours.

Select the E-mail Entire Schedule button to send each employee on the schedule an email with their shift times for that date.

Only employees with emails will receive these messages, and they will only receive their own schedule.

0 messages sent dialog window

SAVE button

Save

All changes to this screen must be saved manually by clicking this button.
BACK button

Back

Returning to the Schedule screen to select another day's schedule may be done by clicking this button.

Scheduling employees

Employees shown on a schedule may be assigned in and out times for each shift they have. Not all employees must be given a scheduled time, so blank entries are allowed.

Both In and Out times must be in 24-hour format.

In

The start of an employee's shift, formatted as HH:MM for hours (HH) and minutes (MM).

Clock-In time field

This time affects when employees can log in on TrackIt. By default, users cannot log in with the TrackIt Android app earlier than the time specified here. To work around this, set a value for Employee Type Setup for that employee type.

Out

The end of an employee's shift, formatted as YYYY-MM-DD HH:MM for year (YYYY), month (MM), date (DD), hours (HH), and minutes (MM).

Clock-Out time field

Work Type

Based on an employee's skill set, they might be assigned to different types of equipmentAll machines used as a means of production on a construction site or at a batch plant. and work for each shift. For each shift an employee is scheduled, select a listed Work Type.

Plants

Whether employees working at different plants each shift or the same one each time, the plantA production plant or material storage location. an employee will report to for loads and equipment needs must be specified.

An employee's schedule will appear grayed out if they're assigned to another plant that you lack management privileges over. You must contact that plant's supervisor and request for the employee to be unassigned from that plant in TrackIt before you can make any changes.

Employee Group

With each shift schedule, an employee may be assigned to a different Employee Group. This is used by many companies for easier reporting, tracking, and notificationA software-generated message or warning triggered by vehicle data. purposes. The group an employee is assigned to will only take effect during that schedule, acting in effect as a temporary group.
  1. Navigate to Payroll > Schedule.
  2. Select the desired date from the drop-down menus or date picker and then click Apply APPLY button. Three tables appear below indicating the day before, of, and after schedules.
  3. Select the day you wish to view the schedule for.
  4. Select Add Employee ADD EMPLOYEE button to launch the Add Employee dialog windowA pop-up window that requires user input.. All employees not included on the filtered schedule will appear in the left-hand list.
  5. Click the arrow REMOVE FROM GROUP button ADD TO GROUP button buttons to add or remove additional workers.
  6. Click Save SAVE button to include these shifts on the schedule.

The selected employee(s) appear on the schedule and may now be given clock-in and clock-out times for that day.

Try the tutorial

  1. Navigate to Payroll > Schedule.
  2. Select the desired date from the drop-down menus or date picker and then click Apply APPLY button. Three tables appear below indicating the day before, of, and after schedules.
  3. Select the day you wish to view the schedule for.
  4. Scroll down and locate the desired employee.
  5. Enter a start and end time for the shift with the In and Out fields. If needed, also set a value for Work Type, Plants, and Employee Group.
  6. Repeat these steps for each employee.
  7. Click Save SAVE button.

Using email

  1. Navigate to Settings > Employee > Employee.
  2. Click Edit employee to open the Edit Employee window.
  3. Enter a valid email address in the email field. Ex: example@email.com
  4. Navigate to Payroll > Schedule.
  5. Click the date for which you would like to send a schedule.
  6. Click E-mail Entire Schedule for all employees scheduled. Or, click E-mail Schedule for an individual employee.

Using text messages

  1. Navigate to Settings > Employee > Employee.
  2. Click Edit next to the desired employee.
  3. In the Edit Employee dialog, click the Info button next to the Email Address field. The Texting Instructions dialog will appear.
  4. Find the employee's phone carrier and click the example email. The carrier address will appear in the Email Address field in the previous window.
  5. Enter the employee's 10-digit phone number before the @ sign. Ex: 1234567890@txt.att.net
  6. Click Save .
  7. Navigate to Payroll > Schedule.
  8. Click the date for which you would like to send a schedule.
  9. Click E-mail Entire Schedule for all employees scheduled. Or, click E-mail Schedule for an individual employee.

 

  1. Navigate to Payroll > Schedule.
  2. Select the desired date from the drop-down menus or date picker and then click Apply APPLY button. Three tables appear below indicating the day before, of, and after schedules.
  3. Select the day you wish to view the schedule for.
  4. Click Copy Schedule From COPY SCHEDULE FROM button and pick the desired date.
  5. Click Copy COPY button. All employees and their shift schedules are duplicated to this date.
  6. Make any schedule changes as desired.
  7. Click Save SAVE button.