Basic Scheduler Overview

The Basic Scheduler is a simplified scheduling feature available under the Time and Attendance module. It differs from the Advanced Scheduler in terms of flexibility and configuration options, but still supports essential scheduling needs such as creating shifts and assigning employees to time slots. Users with the Basic Scheduler will see only a calendar interface in this section. We do offer a separate Scheduling module, which is part of the Advanced Scheduler and provides additional configuration options and scheduling tools.

To find the Basic Scheduler, navigate to Time and Attendance > Calendar > Scheduler.

Key Capabilities of the Basic Scheduler

• Single Company-Wide Shift Pattern Rule:
  The Basic Scheduler allows only one shift pattern rule, which applies to the entire company. It does not support group-level or employee-level scheduling rules.

• Shift Templates:
  Both Basic and Advanced Scheduler users can create and use shift templates.

• Scheduler Access:
  From the Scheduler tab, users can apply existing templates to the calendar. The interface and basic shift creation steps remain consistent across both Basic and Advanced versions.

Some of the Limitations Compared to the Advanced Scheduler

• Scope of Rules:
  Advanced Scheduler supports rule creation at the company, group, and employee levels. The Basic Scheduler only supports company-level rules.

• Weekly Patterns:
  Basic Scheduler users do not have access to weekly pattern scheduling.

• Other limitations:

  • Shift patterns

  • Auto scheduling

  • Job costing

  • Workflows

  • Multiple calendars