ANTE User Manual

Schedule Management

A Schedule assigns one Shift to each day of the week — Monday through Sunday. It's what you assign to an employee (directly, or through Individual/Team Scheduling) to define their weekly work pattern. Schedule Management is where you create, edit, and bulk-import schedules.

Opening Schedule Management

  1. Click HR in the sidebar.
  2. Open Scheduling.
  3. Click Schedule Management (/manpower/scheduling/management).

The Schedule List

Every schedule your company has defined appears in a single list — there is no pagination and no column-visibility toggle. Each row shows:

  • The Schedule Code, plus a Time Tracker badge when the schedule has the dashboard Time Tracker widget enabled.
  • The total weekly hours and the schedule's created date, on the right.
  • The Description, or "No description" if none was entered.
  • A Monday–Sunday strip showing the assigned shift's code under each day; days assigned a non-work-day shift (e.g. a rest day) are visually dimmed so the week's shape reads at a glance.

Above the list:

  • A search box matches against both the Schedule Code and the Description.
  • A sort control orders the list by Code (A–Z) or Recently created.
  • Clear filters appears once a search term is active.

Click a row to open that schedule's Detail page. If you have the Schedule create permission, Add Schedule and Import appear at the top right.

Tip

The list loads up to 1,000 schedules in one request. If your company has more than that, a banner at the bottom reads "Showing the first N of Total schedules. Narrow your search to see the rest." — narrow the search to find schedules beyond the cap.

Creating a Schedule

  1. Open Schedule Management and click Add Schedule
    Requires the Schedule create permission.
  2. Fill in the form
    See the field reference below.
  3. Click Create
    The new schedule appears in the list.
FieldRequiredNotes
Schedule CodeYesIdentifying code, e.g. SCHED-001.
DescriptionNoFree text, up to 500 characters, with a live count as you type. Explains what the schedule is for and who it applies to. Shown on the list row and on the schedule's Detail page; "No description" appears when left blank.
Count Time Tracker sessions as attendanceNo (off by default)Lets employees on this schedule clock real attendance through the dashboard Time Tracker widget instead of only "task time only" tracking. See HR Settings for the company-wide rules that govern how that attendance is captured.
Allow Time Tracker without a taskNo (off by default)Shown right under the setting above, and only available while it is on. When on, employees on this schedule press Start work and are timed in straight away — no need to pick a task first. They can still pick one while the timer runs. Turning off Count Time Tracker sessions as attendance turns this off too. See Starting without a task for what employees see.
Weekly Shift AssignmentYes (all 7 days)A shift dropdown for each day, Monday through Sunday. A Total Weekly Hours summary at the top updates live as you pick shifts.
Work shift (optional)NoAppears under a day whose shift is a Rest Day shift. Pick the Time Bound, Flexitime or Semi-Flexi shift that day follows if an employee works it. Leave it empty to fall back to the default on the Rest Day shift itself, or to the built-in 8-hour flexitime when that has none. See Work shift per rest day.

Work shift per rest day

Every Rest Day or Extra Day shift can carry one default work shift, so every schedule sharing it gets the same one. When a shift has none, the built-in 8-hour flexitime (8 h work, 1 h unpaid break, then overtime) is used. When a crew rests on different weekdays — say Monday and Tuesday for a weekend team — set the work shift per weekday on the schedule instead. Under each day assigned a Rest Day shift, the form shows a second dropdown, Work shift (optional), labelled If worked ("Used when this rest day is worked"). Its empty placeholder reads “<work shift> (from <REST-DAY shift>)” when the Rest Day shift has a default, otherwise “8-hour flexitime (default)”. It is cleared automatically when you change that day to a working shift, and the Details page shows it as Works as: CODE under the Rest Day row.

Rest Day rows carry an inline 'If worked' work shift; an empty picker shows the default it falls back to (the REST-DAY shift's default, or the 8-hour flexitime).

When a rest day is worked, the work shift is chosen in this order:

  1. The shift HR picked explicitly, in Enable Day or on a Rest Day Work filing filed on behalf of an employee (employees themselves do not choose; their filing shows the shift read-only).
  2. The work shift on the employee's weekly schedule for that weekday — only when the rest day comes from the weekly schedule itself.
  3. The default on the Rest Day shift (or the Extra Day shift, for an extra day).
  4. The built-in 8-hour flexitime, the same for every company.
Info

The schedule's work shift never overrides a swap. A rest day made by an approved swap, a company calendar exchange, a Schedule Adjustment, Adjust Shift, or an individual or team schedule uses the default on its own Rest Day or Extra Day shift (step 3) instead.

The work shift is fixed when the day is approved: changing a schedule's If worked shift later does not re-price a day already approved.

Schedule Details

Clicking a row opens the schedule's Details page, with Edit and Delete actions (subject to your permissions).

  • Schedule Information — Schedule Code, Total Working Hours, Count Time Tracker sessions as attendance (Yes/No), Allow Time Tracker without a task (Yes/No), and Description.
  • Weekly Shift Schedule — one row per day (Monday–Sunday) with Shift Code, Start Time, End Time, and Work Hours. A Rest Day row that has a work shift shows Works as: CODE under its shift code.
Info

Changing a schedule's weekly shifts restates the employees on it automatically. A few seconds after you save, their cutoffs that are still in the Timekeeping stage are recomputed in the background — no Recompute All needed. Only employees already computed in that cutoff are restated, and cutoffs submitted to payroll are not changed.

Warning

This action cannot be undone. Schedules in use by employees cannot be deleted.

Bulk Import

Click Import on the Schedule Management list to open the import dialog (Schedule create permission required). The flow has four stages:

  1. Upload — click Download Template for a blank Excel workbook, fill it in, then drag it into the upload zone (or click to browse) and click Upload & Validate.
  2. Validate — the dialog reports how many rows are valid, have warnings, or have errors. Rows with errors cannot be imported until fixed and re-uploaded; rows with warnings can be selectively approved.
  3. Review — if there are warnings, check the rows you still want to import and click Approve & Process.
  4. Import — the dialog shows how many rows were created, updated, or failed, then click Done.

Each of the seven day columns (Monday through Sunday) uses a dropdown restricted to your company's available shift codes; leave a day blank to fall back to the first available shift. A schedule code that already exists in your company is updated by the import; a new code is created.

The Description column

The template's last column (column 9, after Sunday) is Description — optional free text, up to 500 characters, kept last so the shift-code dropdown validation on the day columns is unaffected. A row whose description exceeds 500 characters fails validation.

Tip

If you already downloaded an older 8-column template, it still imports fine — the missing 9th cell is simply read as blank. And re-importing an older (or blank- description) file to update an existing schedule does not erase a description that was already set — only a non-empty Description cell overwrites it.

Common Tasks

I want to…Do this
Find a schedule by what it's for, not just its codeUse the search box on Schedule Management — it matches both Schedule Code and Description.
See a schedule's rest days at a glanceLook at the Monday–Sunday strip on its row — non-work days are dimmed.
Turn on the Time Tracker widget for a scheduleOpen the schedule, click Edit, and turn on Count Time Tracker sessions as attendance.
Let employees time in without picking a taskOpen the schedule, click Edit, turn on Count Time Tracker sessions as attendance, then turn on Allow Time Tracker without a task right under it.
Bulk-create or update many schedules at onceClick Import, download the template, fill it in (Description is optional, last column), and upload it.

How It Connects

For the full walk-through of building shifts and schedules, see Manage Schedules.

Set up first

Feeds into

← Previous
Individual & Team Scheduling
Next →
Payroll Register