Edit a schedule from the timecard

Managers can modify an employee's schedule directly from their timecard. This may be useful, for example, when a manager needs to adjust the schedule to match the employee's actual worked time. This can also help with addressing exceptions.

To edit schedules from the timecard, you need Edit Schedules in Timecard Editor set to allowed in your function access profile.

When editing a schedule from the timecard:

  • You can view the Schedule Actions glance which provides more information about the schedule, including shift details and business structure information.
  • Schedule validation rules, such as No Save, are respected.
Note: No Save rules can be ignored in the timecard if the system setting “site.Timekeeping.editScheduleIgnoreNoSaveRules” is set to true (the default is false). When set to true, this setting only ignores No Save rules for edits to the schedule made from the timecard.

To edit a schedule from the timecard:

  1. In a timecard, right-click the schedule for the day you need to edit.
  2. In the Schedule Actions glance, click Edit .
  3. In the Edit Schedule panel, edit the Start Time and End Time as necessary. If you need to extend the shift to the next day, click the date.
  4. Click Apply, and then click the X to close the Edit Schedule panel.
  5. View your changes, and then click Save .
Note: Editing a schedule from the timecard allows you to modify existing schedules, not add shifts or delete shifts. Edited shifts cannot be outside of the originally scheduled shift; the edited time must overlap the existing shift.