Generate Work Schedules in OrchestraHCM

🎯 Purpose

The Work Schedules guide explains, step by step, how to configure your company's break schedules, daily schedules, periodic work schedules and monthly work schedules, and also how to generate monthly work schedules, in the OrchestraHCM Time Management module.

How to Configure Break Schedules?

1

Go to the Settings Screen

• From the left menu, under Human Resources, click Settings in the Time Management screen.

2

Go to the Break Schedules Menu

• Under the Work Schedules tab, go to the Break Schedules menu.

3

Create and Save a New Break Schedule

• Click the "Create" button.
• Enter the work schedule grouping, break ID and sequence number of the schedule you want to create.
• Enter the break start and end times.
• Enter the paid or unpaid duration as a decimal hour value (e.g. enter 1.00 for a 1-hour break, or 0.50 for a 30-minute break).
• Save your configuration.

4

Mass Config Data Upload

• Click the blue "Download Template" button.
• Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
• Click the orange "Upload Template" button to upload the file to the system.
• Finally, complete the process by clicking the "Save ... Rows" button.

How to Configure Daily Schedules?

1

Go to the Settings Screen

• From the left menu, under Human Resources, click Settings in the Time Management screen.

2

Go to the Daily Schedules Menu

• Under the Work Schedules tab, go to the Daily Schedules menu.

3

Create and Save a New Daily Schedule

• Click the "Create" button.
• Enter the work schedule grouping, daily work schedule ID and description of the schedule you want to create.
• Enter the start and end times.
• Set the planned working hours, DWS class and break model. (e.g. 1 for working days, 0 for non-working days)
• Enter the clock-in and clock-out tolerances.
• Save your configuration.

4

Mass Config Data Upload

• Click the blue "Download Template" button.
• Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
• Click the orange "Upload Template" button to upload the file to the system.
• Finally, complete the process by clicking the "Save ... Rows" button.

How to Configure Periodic Work Schedules?

1

Go to the Settings Screen

• From the left menu, under Human Resources, click Settings in the Time Management screen.

2

Go to the Period Work Schedules Menu

• Under the Work Schedules tab, go to the Period Work Schedules menu.

3

Create and Save a New Periodic Work Schedule

• Click the "Create" button.
• Enter the work schedule grouping, period ID and week number of the schedule you want to create.
• Select the relevant daily schedules.
• Save your configuration.

4

Mass Config Data Upload

• Click the blue "Download Template" button.
• Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
• Click the orange "Upload Template" button to upload the file to the system.
• Finally, complete the process by clicking the "Save ... Rows" button.

How to Configure Monthly Work Schedules?

1

Go to the Settings Screen

• From the left menu, under Human Resources, click Settings in the Time Management screen.

2

Go to the Monthly Work Schedules Menu

• Under the Work Schedules tab, go to the Monthly Work Schedules menu.

3

Create and Save a New Monthly Work Schedule

• Click the "Create" button.
• Enter the work schedule grouping, work schedule ID and description of the schedule you want to create.
• Set the periodic schedule, reference date and reference point.
• Enter the working hours, weekly working hours, weekly working days and monthly working hours.
• Select the calendar.
• Save your configuration.

4

Mass Config Data Upload

• Click the blue "Download Template" button.
• Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
• Click the orange "Upload Template" button to upload the file to the system.
• Finally, complete the process by clicking the "Save ... Rows" button.

How to Generate Monthly Work Schedules?

1

Go to the Settings Screen

• From the left menu, under Human Resources, click Settings in the Time Management screen.

2

Go to the Generate Monthly Work Schedules Menu

• Under the Work Schedules tab, go to the Generate Monthly Work Schedules menu.

3

Select the Criteria and Generate the Schedules

• On this screen, select the employee subgroup grouping, official holiday calendar, personnel subarea grouping and work schedule rule.
• Select the calendar period.
• Select the format you want to display.
• Finally, complete the process by clicking the "Generate All" button.

NOTE: If you do not complete this config step, you cannot assign work schedules in 0007-Work Schedules infotype.

4

View the Generated Work Schedule

• You can view the work schedule you generated as an annual calendar, as shown below.
• On the calendar, yellow indicates weekly off days and red indicates official holidays.
• The total target planned hours are also displayed on the calendar.
• Monthly target hours can also be seen above each month.