Creating and Assigning Schedules/Shifts in ADP - For DSOs Only

This guide outlines the step-by-step process for setting up ADP to track employee timeliness. Essential Time requires employees' scheduled start and end times to accurately identify late arrivals or early departures. DSOs must input this information by creating and configuring employee schedules, then assigning these schedules directly to employees.

The following table describes the components that must be configured to track timeliness effectively.

	Schedule Templates	Manage assignments	Quick Shifts
Purpose	A Schedule Template assigns shifts to days of the week. You can assign different shifts to different days of the week in a single template.	Manage assignments is used to assign patterns to specific staff members	A Quick Shift defines work hours irrespective of the currently assigned schedule for any given day.
Where	People > Time & Attendance > Schedule Templates	People > Time & Attendance > Schedule Templates > Manage assignments	People > Time & Attendance > Schedules > More > Quick Shifts
Example	Mon - Fri 7:30 a.m. - 4:00 p.m. OR M,Tu,Th,F 730a - 430p W 745a - 400p	All teachers at Royalty work Mon - Fri 7:30 a.m. - 4:00 p.m.	7:30 a.m. - 1:00 p.m.
Naming Convention	Seek M-F 730a - 400p OR LSP Teachers OR NCA Math	Assign Royalty M-F 730a - 400p to all Royalty teachers	Wellness Wednesday 7:30 a.m. - 1:00 p.m.

To begin creating schedules, navigate to People > Time & Attendance > Schedule Templates

Schedule Templates

To assign shifts to specific days of the week, you'll need to create a Schedule Template. To do this, navigate to People > Time & Attendance > Schedule Templates > Create new.

1. Enter the Name of the Template using the format "School Name + Role".
   •  
     • All DSOs have access to every template created, so prefix your template names with your school’s name to prevent accidental assignment or modification by other DSOs.
     • After the prefix, choose a naming convention that best suits your school's needs. For example, you might include roles, shift times, or departments such as Royalty Teacher, LSP 730a - 430p, or NCA Math.
2. Copy the template Name into the Description field and select the Effective Date.

3. Click the box corresponding to the initial day you want to apply the template. The Add Shift popup will appear.
4. Enter the desired Start Time and End Time for the shift, then select the days of the week the shift applies to. The initial day you clicked will already be selected and grayed out; select only the additional days required.
5. Click Add Shift below the days of the week to save your changes.

Assigning schedules to employees

After adding the shift to your Schedule Template, assign the template to employees by navigating back to the Schedule Templates screen. Next, select Manage Assignments on the row corresponding to your template.

Note: The employees displayed for assignment are determined by the list you selected before choosing Manage Assignments.

To begin assigning shifts to employees:

1. Select the checkbox next to the employee(s) name(s), then click Next.

2. On the Set Dates tab, you can use the Set date range for all employees option to apply updates to all selected staff simultaneously.
3. Enter the Start Date.
   • For employees starting at the beginning of the year, this should be the first day they are expected to punch in (e.g., the first day of school).
   • For midyear hires, enter their hire start date.
   • The Start Week should typically remain set to 1.
4. Enter the End Date.
   • This should correspond to the last day of school.
5. Click Submit to save your changes.

View Schedules

Navigate to People > Time & Attendance > Schedules

Here you have access to all the same options from the templates screen, now presented in a grid layout for easier navigation.

Quick Shifts

Within this view, select any day to display the Quick Shifts option in an expanded menu. Use Quick Shifts for one-off or unique shifts (e.g., Wellness Wednesday) that apply to specific dates. Before assigning a Quick Shift, first delete any existing shifts already assigned for those days.

After selecting Quick Shifts, an Add Quick Shift popup will appear. Enter the Shift Name and the Start and End times. After completing these fields, click Done to save.

Once your Quick Shift is created, it will appear as an available tile under the expanded Quick Shifts menu. Select the tile and then drag and drop it onto the selected days you want the shift applied.

If you encounter any issues with schedules, email [e-mail]. If possible, please include a screenshot of the issue.