Schedule Module

Overview #

The Schedule Module is used to manage and maintain employee work schedules within the ERPat System. Schedules define assigned working days, work hours, break periods, and rest days, serving as a core reference for attendance tracking, timekeeping, payroll computation, and workforce planning.

Each schedule record contains structured daily work and break details, ensuring consistent application of work rules across employees, departments, and establishments.

Key Features #

• Centralized management of employee work schedules
• Support for fixed and recurring weekly schedules
• Day-by-day work and break configuration
• Assignment tracking per schedule
• Integration with Attendance, Time Tracking, and Payroll modules
• Excel export for reporting and backup
• Secure role-based access control

Accessing the Schedule Module #

1. Log in to the ERPat System.
2. Navigate to Human Resource from the main sidebar.
3. Select Schedules.
4. You will be directed to the Schedules listing page displaying all exisiting schedule records.

Schedule Listing Page #

The listing page provides an overview of all schedules with the following information:

• Title- Schedule name or shift label.
• Assigned To- Number of employees assigned to the schedule.
• Description- Notes such as break duration or special rules.
• Monday-Sunday- Daily work hours and break details.
• Last Updates- Most recent modification timestamp.
• Created by- User who created the schedule.
• Date Created- Record creation timestamp.
• Actions- Edit, Delete, or additional controls.

Additional Controls #

• Search bar for quick schedule lookup.
• Pagination for managing large datasets.
• Refresh and visibility toggle controls.
• Excel export option.
• Add Schedule button for creating new schedules.

Schedule Structure #

Each schedule may include:

• Work Hours- Star and end time per day.
• Break Duration- Lunch or rest break length.
• Break Time- Scheduled break start and end.
• Rest Days- Days marked as non-working.
• Weekly Pattern- Repeating schedule configuration.

Steps for Adding a New Schedule #

Steps #

1. Click the Add Schedule button at the top-right of the page.
2. Fill in the required fields:
   • Schedule Title
   • Description (e.g., break duration)
   • Daily work hours (Monday to Sunday)
   • Break time and duration
3. Review all details for accuracy.
4. Click Save to create the schedule.

Result #

The newly added schedule will appear in the listing and can be assigned to employees for attendance tracking and payroll computation.

Steps for Editing a Schedule #

Steps #

1. Locate the schedule from the listing page.
2. Click the Edit icon under the Actins column.
3. Update the necessary schedule details.
4. Click Save to apply the changes.

Notes #

Change will apply to future attendance records and payroll calculations based on system rules.

Steps to Delete a Schedule #

Steps #

1. Locate the schedule to be removed.
2. Click the Delete icon under the Actions column.
3. Confirm the deletion when prompted.

Notes #

Deleting a schedule does not remove historical attendance records already generated.

Assigned to Indicator #

Displays the number of employees currently using the schedule.
Helps administrators identify active and unused schedules.

Search and Navigation #

Use the Search field to find schedules by title.
Pagination controls allow efficient navigation across multiple schedule records.

Permissions and Access Control #

Only authorized HR or Admin roles can create, edit, export, or delete schedules.
View-only access may be granted to supervisors or managers.

Best Practices #

Use clear and consistent schedule naming conventions.
Verify break durations to ensure payroll accuracy.
Avoid editing schedules during active payroll periods.
Review assigned employees before deleting schedules.

Audit & Logs #

All schedule-related actions (create, update, delete, export) are logged for audit and compliance purposes within the ERPat System.

Last Updated: December 22, 2025
Module Owner: Human Resource IS – ERPat System