Add Schedule from an Employee Timesheet (Manager)

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Managers can add a schedule directly from an employee timesheet. This creates a schedule entry for planning and visibility. It does not add worked time or payable time.

Why Add Schedule exists on the timesheet

The timesheet is where managers validate what happened during a pay period, and it is often where gaps are discovered, such as a day that should have been scheduled but has no schedule entry. The Add Schedule action is available on the timesheet so managers can correct scheduling records without leaving the timesheet workflow.

This is intentionally separate from time actions like Add Time because schedules represent planned shifts, while timesheets represent recorded time and pay calculations. A schedule can exist with zero worked time, and worked time can exist without a schedule, depending on company policy and how employees clock.

How Add Schedule maps to Scheduling

When you select Add Schedule on a timesheet day and save it, WorkEasy creates a schedule item in the Scheduling module under the selected schedule plan. In other words, the timesheet is acting as an entry point to create the same type of schedule record you could create directly in Scheduling.

After you save, you can view the schedule by going to Scheduling and opening the same date range. The schedule appears on the schedule grid for that employee. Any edits made later in Scheduling update the schedule record, not the employee worked time totals on the timesheet.

Before you begin

  • You have manager access to Timesheets and Scheduling.    

  • At least one schedule plan is available to select.    

  • The correct pay period is selected on the timesheet.

Add a schedule from a timesheet day

  1. Go to Time Tracking, then select Timesheets.    

  2. Select the employee whose timesheet you want to update.    

  3. Confirm the correct Pay period is selected at the top of the timesheet.    

  4. On the day you want to schedule, select the three-dot menu on the right side of the day row.

  5. Select Add Schedule.

  6. In the Schedule Plan dropdown, select the schedule plan to use.    

  7. Select Next.

  8. Enter or update the schedule details, including start and end date and time, department, position, estimated break minutes, color, and notes as needed.    

  9. Select Save.

Result

  • The schedule is created in Scheduling under the schedule plan you selected.    

  • The schedule is visible on the Scheduling grid for that employee in the saved date range.    

  • Timesheet totals do not change unless you add or edit time entries separately.

Important notes

  • Add Schedule creates a planned shift record. It does not create payable time.    

  • If the Schedule plan list is empty, a schedule plan must be created or your access must be updated.    

  • To modify the schedule after saving, go to Scheduling and edit the schedule item on the grid.