Cook County Time Page 1 of 2
Job Aid: Assigning Schedule Templates & Cycles
Assigning a Schedule Template
1. To assign either a permanent or temporary
schedule template, begin by selecting Assign
Schedules from the Schedules area of the
dashboard.
2. Choose Assign Permanent Schedule Templates or
Assign Temporary Schedule Templates.
Assigning Permanent Schedule Templates
1. An administrator may develop schedule templates
for employees with work activities that follow a
regular pattern from pay period to pay period.
Managers can then assign the schedule template
once and have it applied on a permanent basis to
successive pay periods.
2. In the Permanent Changes area, click Assign
Schedule Templates.
3. Select an assignment group from the assignment
tree on the left. A window appears that lists the
employees in the selected group.
4. Select the Manager Override checkbox to activate
the Schedule Template field.
5. (Optional) To apply the same values to more than
one employee in the group, select the checkbox
beside the name of each desired employee or select
the checkbox at the top of the Name field to select
all assignments. Make all changes in the Mass Edit
section at the bottom of the window.
6. From the Schedule Template drop-down list, select
the correct schedule template.
7. Enter the date on which to begin the schedule in
the Effective Date field. The date must fall within
the period defined in the Valid Date Range field.
The recommended best practice is to select the
first date in the pay period whenever possible.
The second best practice is to select the first
date in the work week.
8. (Optional) If making changes to more than one
employee in the group, make all of the changes
described in Steps 4 through 6 in the Mass Edit row
at the bottom of the screen and then click Apply to
all checked rows.
9. After completing your permanent schedule
template assignments, do one of the following:
Click the Save icon to save your changes.
Click the Reset icon to clear your changes and
start over.
Click the Back icon to return to the Schedule
Maintenance window without saving your
changes.
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Cook County Time Page 2 of 2
Assigning Temporary Schedule Templates
The process to assign a temporary schedule is identical
to the process to assign permanent schedules. The only
difference is that a temporary schedule will remain in
effect for exactly one pay period. A permanent schedule
remains in effect until it is changed or removed.
Assigning Schedules to Dates Outside of Current
Pay Period
1. Managers can schedule employees for assignments
to dates outside of the current pay period.
2. To assign either a permanent or temporary
schedule template, begin by selecting Assign
Schedules from the Schedules area of the
dashboard. The Schedule Maintenance window
appears.
3. In the Permanent Changes area of the Schedule
Maintenance window, click Assign Schedule
Templates.
4. Click the checkbox below Employees Active On and
select the week you want to assign from the
calendar.
The range in the Valid Date Range column at the
right of the screen will change to a pay period that
includes the week you’ve just selected.
5. Continue as described in Steps 2 through 8 in
Assigning Permanent Schedule Templates.
Assigning Schedule Cycles
An administrator may develop schedule cycles (also
known as rotating schedules) which reflect alternating
work schedules. The cycle repeats itself after the last
schedule in the sequence; i.e., the last phase of the
cycle. Managers can then assign the schedule cycle and
choose the phase at which the cycle will begin.
The process is identical to the process of assigning
permanent schedules. The difference is you must select
the phase of the rotation.
Examples:
An employee joins a group that works a three week
rotation. If the employee joins the group in week 2,
then choose the week 2 schedule to ensure the
employee is in sync with the rest of the group.
A manager may want to alternate the schedules of
two different assignments or groups of
assignments. Using the same schedule cycle, a
manager can have one assignment or group start
with one phase, and have the other assignment or
group start at another phase.
