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Unassign Requirements on Cancelled Entries

To learn more, you can watch the video overview or continue reading the article.

As a Scheduling Manager or Administrator who uses requirement schedules to create employee schedules, you now have greater control over what happens to the requirement schedule when an employee’s schedule is cancelled.

When an employee’s schedule is cancelled, the requirement schedule can either

  • Be unassigned from the employee
  • Remain assigned to the employee

If the requirement schedule is unassigned from the employee, you can assign the requirement to be worked by a different employee. However, if the requirement schedule remains assigned to the employee, the requirement cannot be reassigned to another employee.

*The Requirement Schedule will always be unassigned if the employee’s schedule is Re-assigned, Unassigned, or Deleted.

How to Set it Up

Setup: Unassign the Requirement

If you want to unassign the requirement schedule when the employee’s schedule is cancelled:

  1. Go to the Options tab under Time & Attendance>Installation & Maintenance>Time & Attendance Parameters
  2. Select ‘Unassign Schedule from Requirements when Entries are Cancelled

If you are using this feature on the Avanti Self-Service Portal (ASSP), be sure to ‘Reload Settings’ under Administration>Administration Settings after selecting the above option in the Avanti Desktop Application.

Setup: Requirement to Remain Assigned

For the requirement schedule to remain assigned to the employee after the employee’s schedule is cancelled:

  1. Go to the Options tab under Time & Attendance>Installation & Maintenance>Time & Attendance Parameters
  2. Deselect ‘Unassign Schedule from Requirements when Entries are Cancelled

If you are using this feature on the Avanti Self-Service Portal (ASSP), be sure to ‘Reload Settings’ under Administration>Administration Settings after selecting the above option in the Avanti Desktop Application.

D
Diana is the author of this solution article.

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