Schedule deviations can be created for single employees or groups of employees through several methods: Team Schedule, Employee Schedule, or Schedule Deviations.

The easiest and most used method of creating deviations for an individual, or multiple individuals that are not all uniform, is by utilizing the Daily Procedures > Schedules > Team Schedule.  Please see the page entitled Team Schedule on how to set up deviations using the Team Schedule.

One off Employee deviations can be assigned right from on the Employee Schedule.

If you have not already done so, navigate to the Daily Procedures > Schedules > Employee Schedule page.

Schedule Deviation

To add a schedule deviation to a schedule, follow these steps:

1. Select the employee to attach the deviation to in the employee drop-down.

2. Click the Add Deviation button.

• This will bring up the Schedule Deviation screen for that employee. This screen allows you to create a deviation for any day in the past or future. There are several fields (some optional) that are available on this page:

A. Name & Description – The name and description entered into these fields will display on the Daily Procedures > Schedules > Employee Schedule page.

B. Deviation Type – There are six options in this drop‐down menu: In this example, we will select Override All Schedule Items.

• • Additional Scheduled Time will add the deviation time to the existing schedule for that day. Should the times overlap, both the existing schedule and the new schedule will both be effective, but the overlapping time will be truncated.
  • Cancel Shift will create a day off for the defined duration. Any schedule items that overlap the deviation will be canceled.
  • Override All Schedule Items will overwrite both the schedule rules in place for the specified day, as well as any previously defined deviations.
  • Override Schedule Rules Only will replace the schedule rules with this new deviation, but any previously defined deviations will remain in effect as well. Users must be aware of overlaps if a previously defined deviation exists. Overlapping deviations will be truncated to eliminate the overlapping time.
  • Override Shift will apply a specific schedule to the date assigned and checks for overlapping shifts. Only overlapping time for the date entered will be removed.
  • Time Off/Vacation will create a day off for the day defined. In addition, by using the Auto‐Generate Hours section (detailed below), this time can generate an Hours record and be paid at the desired pay type.

C. Deviation Dates – The fields in this section define the start and stop date(s) on which the event occurs.

NOTE‐ Deviations are not created for multiple days from this page. A deviation is a single work period. The only time the stop date would differ from the start date is when the employee is working an overnight shift in which he or she punches in on one day and out on another calendar day.

D. All Day – Set to YES if an employee’s entire work schedule for that day should be removed. This is normally done when the employee will be taking the full day/shift off. If set to YES, the Start Time and Stop Time fields will not be editable.

E. Deviation Times/Duration – The fields in this section define the start and stop times to which the event occurs.

F. Break/Lunch Minutes(Unpaid) – The number of minutes that should be considered as unpaid lunch.  This field is used when using reports.

G. Organizational Levels – This area allows the scheduled time to be allocated to a particular Organizational Level. If you would like to specify the Org Level information for this scheduled time, select “Yes” from the drop‐down menu next to “Specify Org Levels?” and define your Org Level assignments. As mentioned above, Org Level changes cannot be overwritten at the clock or from the web punch. The schedule takes precedence.

H. Auto‐Generate Other Hours Record – If this is a Time Off / Vacation deviation, the Hours record can be entered from this area by selecting “Yes” next to “Generate Hours Record?” and defining the number of hours to be paid, and the appropriate pay type and shift type.

I. Assignment Scope – This is where the individual to whom this deviation will be applied is defined. If you came to this screen from the Daily Procedures >Schedules > Employee page, the employee in your main employee drop-sown will default in this area.  You may have the option to assign the deviation by:

• • • All Employees
    • Selected Employees – Allows you to select multiple employees the deviation should be assigned to
    • Single Employee
    • Schedule Group – Allows you to assign the deviation to an entire schedule group

3. Click

Group Employee deviations are assigned from the Daily Procedures > Schedules > Schedule Deviations menu. This will bring up the Schedule Deviation. This screen allows you to create a deviation for any day in the past or future; for employees with the same Schedule Group assignemt, or to selected employees as outlined above. There are several fields (some optional) that are available on this page.

1. Select the employee to attach the deviation to in the employee drop-down.

2. Click the Add Deviation  button.

• This will bring up the Schedule Deviation screen for that employee. This screen allows you to create a deviation for any day in the past or future. There are several fields (some optional) that are available on this page:

A. Name & Description – The name and description entered into these fields will display on the Daily Procedures > Schedules > Employee Schedule page.

B. Deviation Type – There are six options in this drop‐down menu: In this example, we will select Override All Schedule Items.

• • Additional Scheduled Time will add the deviation time to the existing schedule for that day. Should the times overlap, both the existing schedule and the new schedule will both be effective, but the overlapping time will be truncated.
  • Cancel Shift will create a day off for the defined duration. Any schedule items that overlap the deviation will be canceled.
  • Override All Schedule Items will overwrite both the schedule rules in place for the specified day, as well as any previously defined deviations.
  • Override Schedule Rules Only will replace the schedule rules with this new deviation, but any previously defined deviations will remain in effect as well. Users must be aware of overlaps if a previously defined deviation exists. Overlapping deviations will be truncated to eliminate the overlapping time.
  • Override Shift will apply a specific schedule to the date assigned and checks for overlapping shifts. Only overlapping time for the date entered will be removed.
  • Time Off/Vacation will create a day off for the day defined. In addition, by using the Auto‐Generate Hours section (detailed below), this time can generate an Hours record and be paid at the desired pay type.

C. Deviation Dates – The fields in this section define the start and stop date(s) on which the event occurs.

NOTE‐ Deviations are not created for multiple days from this page. A deviation is a single work period. The only time the stop date would differ from the start date is when the employee is working an overnight shift in which he or she punches in on one day and out on another calendar day.

D. All Day – Set to YES if an employee’s entire work schedule for that day should be removed. This is normally done when the employee will be taking the full day/shift off. If set to YES, the Start Time and Stop Time fields will not be editable.

E. Deviation Times/Duration – The fields in this section define the start and stop times to which the event occurs.

F. Break/Lunch Minutes(Unpaid) – The number of minutes that should be considered as unpaid lunch.  This field is used when using reports.

G. Organizational Levels – This area allows the scheduled time to be allocated to a particular Organizational Level. If you would like to specify the Org Level information for this scheduled time, select “Yes” from the drop‐down menu next to “Specify Org Levels?” and define your Org Level assignments. As mentioned above, Org Level changes cannot be overwritten at the clock or from the web punch. The schedule takes precedence.

H. Auto‐Generate Other Hours Record – If this is a Time Off / Vacation deviation, the Hours record can be entered from this area by selecting “Yes” next to “Generate Hours Record?” and defining the number of hours to be paid, and the appropriate pay type and shift type.

I. Assignment Scope – This is where the individual to whom this deviation will be applied is defined. If you came to this screen from the Daily Procedures >Schedules > Employee page, the employee in your main employee drop-sown will default in this area.  You may have the option to assign the deviation by:

• • • All Employees
    • Selected Employees – Allows you to select multiple employees the deviation should be assigned to
    • Single Employee
    • Schedule Group – Allows you to assign the deviation to an entire schedule group.  Then, select the schedule group to enter the deviation for.

3. Click

Group Employee deviations are assigned from the Daily Procedures > Schedules > Employee Schedule menu. This will bring up the Schedule Deviation. This screen allows you to create a deviation for any day in the past or future; for Groups of employees or individual employees as well. There are several fields (some optional) that are available on this page.

1. Select the employee to attach the deviation to in the employee drop-down.

2. Click the Add Deviation  button.

• This will bring up the Schedule Deviation screen for that employee. This screen allows you to create a deviation for any day in the past or future. There are several fields (some optional) that are available on this page:

A. Name & Description – The name and description entered into these fields will display on the Daily Procedures > Schedules > Employee Schedule page.

B. Deviation Type – There are six options in this drop‐down menu: In this example, we will select Override All Schedule Items.

In this example, we want to not only deviate the employees schedule, we want to also add an hour record on their timecard with a specific earning code. Select Time Off/Vacation as the deviation type. 

• • Additional Scheduled Time will add the deviation time to the existing schedule for that day. Should the times overlap, both the existing schedule and the new schedule will both be effective, but the overlapping time will be truncated.
  • Cancel Shift will create a day off for the defined duration. Any schedule items that overlap the deviation will be canceled.
  • Override All Schedule Items will overwrite both the schedule rules in place for the specified day, as well as any previously defined deviations.
  • Override Schedule Rules Only will replace the schedule rules with this new deviation, but any previously defined deviations will remain in effect as well. Users must be aware of overlaps if a previously defined deviation exists. Overlapping deviations will be truncated to eliminate the overlapping time.
  • Override Shift will apply a specific schedule to the date assigned and checks for overlapping shifts. Only overlapping time for the date entered will be removed.
  • Time Off/Vacation will create a day off for the day defined. In addition, by using the Auto‐Generate Hours section (detailed below), this time can generate an Hours record and be paid at the desired pay type.

C. Deviation Dates – The fields in this section define the start and stop date(s) on which the event occurs.

NOTE‐ Deviations are not created for multiple days from this page. A deviation is a single work period. The only time the stop date would differ from the start date is when the employee is working an overnight shift in which he or she punches in on one day and out on another calendar day.

D. All Day – Set to YES if an employee’s entire work schedule for that day should be removed. This is normally done when the employee will be taking the full day/shift off. If set to YES, the Start Time and Stop Time fields will not be editable.

E. Deviation Times/Duration – The fields in this section define the start and stop times to which the event occurs.

F. Break/Lunch Minutes(Unpaid) – The number of minutes that should be considered as unpaid lunch.  This field is used when using reports.

G. Organizational Levels – This area allows the scheduled time to be allocated to a particular Organizational Level. If you would like to specify the Org Level information for this scheduled time, select “Yes” from the drop‐down menu next to “Specify Org Levels?” and define your Org Level assignments. As mentioned above, Org Level changes cannot be overwritten at the clock or from the web punch. The schedule takes precedence.

H. Auto‐Generate Other Hours Record – If this is a Time Off / Vacation deviation, the Hours record can be entered from this area by selecting “Yes” next to “Generate Hours Record?” and defining the number of hours to be paid, and the appropriate pay type and shift type(If necessary). Please read note below in red.

I. Assignment Scope – This is where the individual to whom this deviation will be applied is defined. If you came to this screen from the Daily Procedures >Schedules > Employee page, the employee in your main employee drop-sown will default in this area.  You may have the option to assign the deviation by:

• • • All Employees
    • Selected Employees – Allows you to select multiple employees the deviation should be assigned to
    • Single Employee
    • Schedule Group – Allows you to assign the deviation to an entire schedule group

In the example below, I assign 4 hours of Holiday pay to all employees with an effective date of 12/29/2023 and also cancel scheduled hours from 1:00pm – 5:00pm. 

3. Click