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Scheduler Menu Overview (New)

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Learning Center Mekari
  • Updated

After you add employees, you can assign schedules to the employees you just added. You can add it to Scheduler. The scheduler is a sub-menu for managing employee work schedules. In this new view, you can see employee work schedules more clearly like a calendar view. The work schedule contains the shift schedule that you previously created in the Attendance menu.

To access it, you can enter the Time Management menu and then select the Scheduler submenu.
The following shows the Schedule submenu.

A. Display Assign Schedule Index

1.png

No.

Name of Button/Column

Description

1

Index

Button to enter the index page, which contains a list of employees and their schedule.

2

Schedule

Button to enter the schedule page, view the schedule list of assign shifts without having to create a master data schedule.

3

Filter

Click to filter the schedule that appears. You can choose a filter based on Status, Organization, Branch, Job position, Job level and Employment status.
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4

Adjust column

Button to adjust what you want displayed in the column.
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5

Import

Button to import employee schedule index data in xls format.

6

Export

Button to export data and employee schedule index template in xls format.
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7

Guidebook 

The button that will direct you to a guide on how to use the Schedule feature.

8

Search bar

Button to search employee name.

9

Checkbox

By ticking the checkbox, you can perform a bulk assignment schedule according to the names of the employees that you have checked.
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10

Employee’s schedule

Click an employee's name to open the employee's schedule details.

11

Schedule pattern

Click to open the schedule pattern details.

12

Assign schedule

This button functions to perform the Assign schedule action for employees one by one.

B. Display Flexible Scheduler (Schedule)

Important
The color on the flexible scheduler can be different when there is more than 1 (one) shift. See the example in section C by clicking  here.

5.png

No.

Name of Button/Column

Description

1

Settings

Button to enter the Attendance Settings menu.

2

Assign Shift

Button to apply shifts to employees both individually and in bulk.

3

Index

Button to enter the index page, view the list of employees and their schedule.

4

Schedule

Button to enter the schedule page, display a list of assign shift schedules without having to create a master data schedule.

5

Filter

Click to filter the schedule that appears. You can choose a filter based on Status, Organization, Branch, Job position, Job level, and Employment status.
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6

Weekly

Button to view the schedule in one week, two weeks or a month.
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7

Date

Click to see the schedule based on a certain date range.

8

Import

Button to import employee schedule data in xls format.

9

Export

Button to export employee schedule data in xls format.

10

Guidebook 

The button will direct you to a guide on how to use the Schedule feature.

11

Search bar

Button to search employee name.

12

Checkbox

By checking the checkbox, you can bulk assign or remove shifts according to the names of the employees you have checked.
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13

Employee Name

Contains a list of employee names.

14

Employee’s schedule

Here you can see the employee work schedule in one week.

15

Edit

Button to edit employee shifts.

16

Delete

Button to delete employee shifts.

C. Generate Auto Schedule pada Scheduler

Important
The Auto scheduler feature is an additional feature that you must set first in the settings menu before generating. Learn the guide here.
To use the Auto Schedule feature on Talenta, you need to activate it first by contacting the support team at email support-hr@mekari.com . 

  1. In both the Index and Scheduler  views , you can access the Auto schedule by clicking "Auto schedule".
  2. Then, you will be directed to the following Auto schedule registration page.

    No. Column/Button Name Description
    1 Settings Click to change or create Auto-schedule settings in the settings menu.
    2 Create auto schedule Click to create a new auto schedule which will bring up the Create auto schedule sidebar. This part is explained in step number 2.a.
    3 Learn more Click to open this guide.
    4 Date filter Click to apply the Auto schedule list filter that has been created based on date.
    5 Status filter Click to apply the Auto schedule list filter that has been created based on status (unpublished,  published, and draft).
    6 Actions Click "Continue edit" to make data changes to drafts that are still unpublished or delete the Auto schedule that has been created by  "Delete".  You can also do Bulk delete by checking the Auto-schedule name.

    You can read the explanation of  Continue editing in step number 4.
    • The following is a display of the Create auto schedule sidebar.

      No. Column/Button Name Description
      1 Date Click to determine the preset duration date with a maximum period of 14 days. Select the start and end date of the preset.
      2 Auto schedule settings Click to open the Auto schedule preset you created previously if you need to add a new preset.
      3 Change preset Click to select change preset.
      4 Change selected employee Click to determine which employees the system wants to help automate the process of assigning work schedules.
  1. Then, click “Save as draft” to save these settings as a draft with unpublished status or “Continue” to apply these settings.

    - When generating an Auto schedule, the schedule is still in draft form before you determine the Priority. Additionally, you can check  Enable multiple shifts  to apply more than 1 (one) shift schedule to employees. After that, click "Generate".

    - This option only appears in companies that have activated the Multiple Shift feature.

  2. Next, you will be directed to a page where you can check the schedule before it is implemented  (with status draft/unpublished).  You can click the “Edit” icon next to the preset name to change the preset name. Or, click “Edit set up” to open the Edit set up  sidebar and change the settings.
    • The following is the Edit preset setup display and the columns that you can change. When you have finished changing, click "Continue".

      No. Column/Button Name Description
      1 Date Click to change the preset duration date to a maximum period of 14 days.
      2 Auto schedule settings Click to open the Auto schedule preset you created previously if you need to add a new preset.
      3 Change preset Click to change the preset.
      4 Change selected employee Click to change the selected employees to be assigned to this work schedule.
    • You can see a list of Unassigned shifts (shifts that have not yet received employees due to a lack of employees) which are separated as follows. You can manage the shifts by moving them  (drag and drop)  or editing them (click and edit).

      - If there is more than 1 (one shift), then each shift gets a different color depending on the master shift setting.
      - There is a condition where a certain employee's date says "No working hours". That's more employees than the shifts needed. Hence, when published it will not affect existing shifts.

  1. If it is appropriate, apply the schedule by clicking  "Publish".

This is an overview of the Scheduler menu. Also learn how to add or change employee schedules, here.