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# QRG Create and Open Work Schedules

## Purpose

The purpose of this quick reference guide is to step through the process of creating a new Work Schedule using the Work Schedule Manager. The intended audience for this document is Standard Payroll Users.

## Steps

### Create a Work Schedule Record

To create a Work Schedule record, the following steps should be completed:

1. Click on the **App Launcher** icon (see Figure 1).
2. Go to the **Schedules** object by using the Search function (see Figure 2).

![Figure 1: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-0-figure-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=657d1b55793e4da105ebf9c8efc18299)

![Figure 2: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-0-figure-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=9cbe530083c77c3f84042bbaacf0e849)

3. Click on the **New** button (see Figure 3).

![Figure 3: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-0-figure-3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=aba10e409ac4f6cde06a1a7d2d779dea)

4. Select the **Work Schedule** record type from the picklist options (see Figure 4).
5. Click on the **Next** button.
6. Populate the following required fields: (See Figure 5)
   1. **Schedule**
   2. **Work Schedule Start Date**
   3. **Work Schedule Number of Weeks**
   4. **Shift Time Format**
   5. **Break Time Format**
7. Click on the **Save** button.

![Figure 4: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-1-figure-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=36395cbd8ae8571810d0a32b88e94173)

![Figure 5: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-1-figure-5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=6a85a32b8920f4a9921fa595e23a77f6)

8. A new Work Schedule record with its Status as New is created and ready for Shift Records to be allocated (see Figure 6).

![Figure 6: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-1-figure-6.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=caac2de1e09bddb52826a9848bf53fd8)

### Open and edit an existing Work Schedule

If you wish to open and edit an existing Work Schedule after exiting the Work Schedule Manager, follow the below steps:

1. Go to the **Schedules** object.
2. From the list view picklist, select the view that will include the Work Schedule record to be opened.
3. Navigate to the required record.
4. Click on the **Launch** button (see Figure 7).

The Work Schedule record will open ready for use in the Work Schedule Manager (see Figure 8).

![Figure 7: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-2-figure-7.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=ede9ffa477ed7bf8cc122db7698ab6ad)

![Figure 8: screenshot for QRG Create and Open Work Schedules](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/work-schedules/qrg-create-and-open-work-schedules/qrg-create-and-open-work-schedules-pdf-2-figure-8.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=0458b257f43bc652b22033f5077116a7)

## Field Descriptions

| Field Name | Description |
| :- | :- |
| **Break Time Format** | indicates how the break time will be entered. |
| **Schedule** | is the name given to the Work Schedule record that is being created. |
| **Shift Time Format** | indicates how the work hours will be entered. |
| **Work Schedule First Day** | is the day of the week this Work Schedule starts on. |
| **Work Schedule Number of Weeks** | is the number of weeks across which this Work Schedule rotates. |
| **Work Schedule Published From** | is the date Work Schedule Entries have been created from. |
| **Work Schedule Published To** | is the date Work Schedule Entries have been created to. |
| **Work Schedule Start Date** | is the first day of the first week in the Work Schedule. |
| **Work Schedule Total Breaks** | is the total duration of all breaks in the Work Schedule. |
| **Work Schedule Total Time** | is the total Working Time in the Work Schedule. |

## Further Information

| Document | Document Type | Description |
| :- | :- | :- |
| Managing Work Schedules Key Information | Information Quick Reference | A quick reference guide outlining useful information relevant to the Work Schedule functionality. The document includes definitions, prerequisites and other non-instructional information relating to Work Schedules and the Work Schedule Manager. |
| Create and Manage Shift Records | Task Instructions | How to create and manage Shift Records using the Work Schedule Manager. |