TRAX MANUALS > Planning > Planning Module > Planning, Update Menu > Employee Schedule Self-Management > Employee Schedule Self-Management, Override Schedule

Employee Schedule Self-Management, Override Schedule

The Override Schedule allows employees to override scheduling requests, cancel requests and or make changes to an existing schedule (i.e. coming in late, leaving early, etc.) The Override Schedule will not allow an employee to change from one scheduled shift to another (i.e. Night Shift to Daily Shift). This type of request must go through the authorization process.

In the following example, this employee has a set schedule and would like to work his scheduled five hours on the selected date (06/07/2009) but would like to come in later in the day.

Note: For an example of how an Overtime schedule override works, see below.

First, select the Expandable button beside the desired date. The breakdown for that date is displayed. Select (highlight) any part of the day. Since this override will affect the entire day and not just a portion, it does not matter which portion of the day (hour) is selected.

From the Override Schedule window, select the New button.

Note: The Print button is available in this section to generate relevant reports, as necessary.

The Man Hours Schedule Override window appears.

Most of the information is auto-populated from the date and time selected to be overridden.

Right click in the Transaction Type field and select a transaction type.

The following information/options are available in this window:
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Transaction No.

A system generated sequential number used to track transactions.

Employee

The employee whose schedule is being overridden.

Authorization

The status of the authorization for the override request (accepted, pending, rejected).

Transaction Type

Select a transaction type. If the transaction type selected requires authorization, the override request must be go through the authorization process. For information regarding the various Transaction Types, refer to Employee Attendance Transaction Type via the Planning Transaction Code Manual. For information regarding the authorization process, refer to the Schedule Override Authorization Explorer via the Planning Training Manual.

Note: When the 'TIMECHG' or 'ADDTIME' transaction types are selected, the Daily Pattern field appears.

Note: When the 'CHANGE' transaction type is selected, and the Start Date/Time and End Date/Time have not been populated, TRAX will display the following error:

Payment Code

This field determines how a user will be paid for their overtime. This field can first be inserted by a supervisor in the Man Hours Schedule Override window and can then be updated by the user in the Employee Schedule Self-Management window. (See below for detailed information.)

Daily Pattern

Select a Daily Shift Pattern schedule. For additional information regarding the Daily Shift Pattern, refer to Daily Shift Pattern via the Planning Training manual.

Group

The group the employee belongs to.

Start Date

The start date of the override request.

Start Time

The start time of the override request.

Location

The Location for maintenance events, inventory stores, orders, transactions, or training events.

End Date

The end date of the override request.

End Time

The end time of the override request.

Site

The Site where the work is to be carried out (if applicable).

Total Hours/Minutes

The total hours and minutes scheduled to be worked.

Reason For Overtime &/or Special Hours

Enter a reason for the requested overtime, special hours or time change.

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The following are also available for additional functionality:

• Man Hours Schedule Override, Informational Tab
• Cancel button
• Notes button
• Pay Validate button

Once a transaction type is selected, select the Save button.

Populate all mandatory and optional information.

Select the Save button to save the override record. The Save prompt appears. Select 'OK.'

Exit out of the Man Hours Schedule Override window.

The override record appears in the Override Schedule window as shown below:

The following information/options are available in this window:
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Break icon

This icon indicates that the override request is for a scheduled break.

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Because the transaction type selected was 'TIMECHG' the request was accepted immediately. The employees schedule was updated to reflect the override request.