Managing Schedules Using Fluid for Employees

Employees can use the Request Schedule Change tile to navigate to the Request Schedule Change page.

Navigation:

For employees, select the Time tile to open the landing page with the Request Schedule Change Tile.

This example illustrates the fields and controls on the Request Schedule Change Tile

Use Request Schedule Change tile to access the Request Schedule Change page to request the schedule change.

Use the Request Schedule Change page (SCH_EE_REQ_CHG_FL) to request change in the employee's shift.

Navigation:

Employee Self Service > Time > Request Schedule Change tile

This example illustrates the fields and controls on the Request Schedule Change page.

The Request Schedule Change page includes the following options to navigate to:

• Give up your Shift Page

• Trade your Shift Page

The Job Title field will be enabled for employees with multiple active jobs.

Use the Give up your Shift page (SCH_EE_REP_REQ_FL) to request the manager to either re-assign the employee's shift or remove the shift from the employee's schedule. The term, 'Give up your Shift' is derived from the message text catalog and can be renamed.

Navigation:

Employee Self Service > Time > Request Schedule Change Tile > Give up your Shift

This example illustrates the fields and controls of the Give up your Shift Page.You can find definitions for the fields and controls later on this page.

If approvals are defined under the "Replace Schedule" section of the employee's work-group approval set-up then the routing will honor the approval definition defined in that set-up. For details, see Setting Up Workgroups.

If Approvals are not enabled, then the request will be routed to the employee's manager based on the direct reports set-up. Refer to Understanding the Approval Process in Time and Labor

Use the Request Summary page (SCH_EE_REQ_SUM_FL) to view the request submitted to the manager.

Navigation:

The request summary page appears on submit of a request either for Give up your shift or Trade your shift.

This example illustrates the fields and controls on the Request Summary page

Use the Trade your Shift page (SCH_EE_SWAP_REQ_FL) to swap schedules with a chosen co-worker.

On the Trade your Shift page, change the begin and end dates, and select an employee to swap schedules with, for the chosen day or period. By default, it populates the current day for both begin and end dates.

Navigation:

Employee Self Service > Time > Request Schedule Change Tile > Trade your Shift

This example illustrates the fields and controls on the Trade Shift page. You can find definitions for the fields and controls later on this page.

Selecting the Next button shows the following options:

• Display Only Employees with No Conflicts

• View All

This example illustrates the fields and controls on the Trade Shift Action page. You can find definitions for the fields and controls later on this page.

Employees will not be able to request trade shift for any date in the past.

Use the Schedule Calendar page (SCH_CALENDAR_SCF) to view periods of the employee's schedule.

Navigation:

Select the View Schedule Calendar link on the Trade your Shift page.

This example illustrates the fields and controls on the Schedule Calendar grid. You can find definitions for the fields and controls later on this page.

The header area of the Schedule Calendar page displays the schedule ID, Workgroup, Alternative schedule ID, Period Total values, as well as the field to change the date and buttons to navigate to previous and next weeks of the calendar.

The Schedule Calendar area lists all of the elements associated to the schedule. The page also resolves the actual "day" associated with the dates of the schedule.

This page displays the list of co-workers available for shift trade with the provided schedule and date. It excludes the employees whose shift conflicts with the requesting employee.

Use the Change option to navigate to the previous pages for making changes to the type of schedule change or the selected date.

This example illustrates the fields and controls on the Display Only Employees with No Conflicts page.

The Trade With grid shows the employees with no conflicts as per the selected date and shift timings.

An employee can select only one co-worker to swap their shift.

If a trade event already exists for requesting employee or the selected co-worker for the date chosen, then an informational message is displayed so that they are aware of it.

This page displays the list of all co-workers, irrespective of their availability, including shift conflicts and off shift employees.

Use the Change option to navigate to the previous pages for making changes to the type of schedule change or the selected date.

This example illustrates the fields and controls on the View All page.

The Trade With grid shows the list of all employees irrespective of their availability with the selected date and shift timings.

The Schedule ID wont be shown for the employees who don't have a schedule assignment.

An employee can select only one co-worker who has a schedule assignment to swap shifts.

On click of the Submit button from the Trade Shift page, the employee can enter comments and click Done button to submit the changes.

This example illustrates the fields and controls on the Comment Box.

Use the Request Summary page (SCH_EE_REQ_SUM_FL) to view the request submitted to the manager.

Navigation:

The request summary page appears on submit of a request either for Give up your shift or Trade your shift.

This example illustrates the fields and controls on the Request Summary page