Work Calendars, Work Schedules and Work Days - how to set schedules in Dropdown Edits
Work Calendars, Work Schedules, and Work Days can vary per employee or job category - this information is especially important if using the Absences and Substitutes module, and Time Reporting modules within Helios.
1. In the Employee Job Data > Job History menu, each employee has a profile that houses information relevant to their jobs. Here you can find Work Days, Work Calendar, and Work Schedule which are all dropdown lists and can be set/edited from Job History.
2. Click on the Eyeball Preview next to Work Schedule or Work Calendar to see more information
3. To make changes to master Work Calendars, Work Schedules and Work Days go to Dropdown Edits.
4. Within Dropdown Edits, use the search field and type "Work" to show
- Work Calendar
- Work Days
- Work Schedule
Work Calendar
5. Work Calendar houses the dates that an employee is either working or is not working. In the calendar you only need to set the days that an employee is not working. View the work calendar as a list or in a calendar view. Add new work calendars as needed.
Work Days
6. Work Days are the number of working days in a year. With different employee types (Classified / Certificated) there may be a need for several different Work Days, you can add new here.
Work Schedule
7. Work Schedule is the specific hours, including start/end times, for a given employee type. In the overview you can see days of the week and start/end times, but when you click on the Edit button there are many additional details that are optional to set.
8. Within the Work Schedule details: set default start/end times, break times, sub hours, etc.
Sub Start/End time will come into play if this is a Teacher position and the teacher is absent, the sub start/end/hours is set here.
9. Once set, Work Schedules are built into the Absence calendar and the start/end time are pre-populated - any dates that are scheduled days off (in the Work Calendar) will not be available to enter an absence on.
Import Templates
10. Here are helpful import templates. Fill them out and send them back to support@heliosed.com if you'd like us to import these into your system.
Open the links and save as a copy to make edits.