DAYFORCE - HOW TO CREATE SCHEDULES

PURPOSE

This guide provides step-by-step instructions for creating schedules in Dayforce.

PROCESS

LOGIN

Log in to Dayforce
Click the Menu icon to open the dropdown menu,
Then click “Schedules”.
The upcoming week will open by default.
To change the week, click the arrows on either side of the date range or click the date range to open the calendar.

CREATING SCHEDULES

Enter the shift(s) for each employee for the upcoming week.
Click the + button to add a shift.
Edit the shift as needed:
1. Time can be entered by typing numbers or clicking the up/down arrows.
2. Add a scheduled meal break using the + button just to the right of the clock in/out times.
3. Total planned work time will calculate with each update you make.
Click “OK” to submit the shift to the schedule.
Repeat step 1 for other employees as needed.
You can click “Save” after every change or after you have made several changes.
“Save” will not be available to click if you have not made changes/edits.
Once the schedule is finalized, click “Post” in the upper-left corner.
When you post a schedule, employees will be able to view it in Dayforce and the mobile app.

PRINTING SCHEDULES

From “Schedules”, click “Reports” in the menu bar.
Click “Printed Schedule Report” from the left side of the screen that appears.
Select the week you want to print.
Select the format you want to print the schedule in (PDF, Excel, etc.) at the bottom of the screen.
Click “Run Report” in the lower-right corner.
Click the Messages icon in the upper-right corner of the screen.
Your report will appear as “ReportPrintedSchedule_MM-DD-YYYY”.
Open the report to view and print it.

ADDING MULTIPLE SHIFTS

This function is best used when scheduling multiple people to open/close or when one person has the same work hours multiple days in a week.
To select multiple shifts at once:
1. Click a day to select it. Press and hold “CTRL” on the keyboard,
2. then click every day that needs to have the same shift.
3. Click the + button once you are done selecting days.
4. Enter the planned shift times.
5. Once done, every highlighted box will have the same scheduled shift.
  - NOTE: If you apply the shift to different people, they will all be scheduled to work at the same time (see the screenshot below).

COPYING SCHEDULES

Copy/Move a Day

To move or copy a shift to a new spot on the schedule,
click it to select it
click it again to drag it.
Drag the shift above the right-pointing arrow to move the shift to a new space.
If you want to copy the shift, drag it above the icon of two sheets of paper.

Copy a Week

Use this function when the upcoming week will resemble a previously used schedule.
1. NOTE: When copying, be careful not to accidentally schedule someone who has upcoming PTO or who has recently been promoted.
2. A new manager may encounter visibility issues if they are continuously scheduled as a crew member.
From “Schedules”,
click “Generate” à “Copy Week” from the menu bar.
In the popup box that appears, select the previous week you want to copy.
Click “Copy”.
All shifts from the selected week will be copied into the upcoming week.

SORTING AND FILTERING

Sorting

Sorting can help you arrange your timesheets in different ways.
To sort all employees by name:
Click “Sort”.
Click “Employee Name” from the Available side of the screen,
Click the right- pointing arrow to populate the field into the Selected side.
Click “Apply”. This will alphabetize employee names.
You can sort employees by other fields, such as “Primary Location”.
This field will group your main crew members together with borrowed employees sorted above or below them (depending on their primary store’s number).

Filtering

Filtering can help you narrow the display results to individual names, specific job types, or many other filter categories.
Click “Filter” in the menu bar.
This will bring up any filters that may be applied by default.
- NOTE: If needed, you can remove an unwanted filter by clicking the X icon to the right of it.
Click “Add Filter” to create a new filter.
You will need to select at least one filter category (e.g., “Name”, “Job”), and you can select as many as you want.
Click “Update” to add the category/categories to your filter.
Enter parameters for your filter categories (e.g., select job types to display for the Primary Job[s] filter category),
Then click “Apply”.
The display results will update to reflect your filters.

INDICATE MINOR STATUS

Dayforce can identify any minor employees on your schedule with a special icon.
To display it:
Click “Options” in the menu bar.
From the dropdown screen on the right side, click “Indicate Minor Status” under “General Options”.
With this done, a blue person icon will appear next to the name of minor employees.

SECONDARY/TEMPORARY EMPLOYEES

All employees with secondary work assignments will be visible in your schedules.
This means you may see the names of employees whose primary work location is not your store.
WARNING: Do not terminate a secondary/temporary employee in an attempt to remove them from your schedule!
To have an employee removed from your Dayforce view, email HRIS@mistercarwash.com.

VIEWING/APPROVING PTO

All PTO requests should be reviewed prior to creating a schedule.
This will avoid scheduling employees on a day they have requested to have off.
PTO requests can be viewed in the Approvals or My Day screens in Dayforce.
* Please review the PTO policy or contact your HR Business Partner if you have questions.

HELP WITH DAYFORCE SCHEDULING

If you would like help creating schedules in Dayforce, please email the HR Services team at HRHelp@mistercarwash.com or call us at (844) 529-7392.