change a users schedule template

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How do you change a user's schedule template? I might not have access to this feature and that's why I'm not seeing it. Thanks!

Nicole
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Nottingham, Nicole

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Posted 3 weeks ago

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Aashnee Kamboj, Community Moderator

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Hi Nicole,

If I understand the concern, you would like the schedule assigned to the user to be edited or changed. This is done in the user profile by following the below steps

Go to Administration and click on users
Open the user profile and move to the Schedule tab
Edit either the initial schedule assigned or add a new schedule using an effective date
Photo of Nottingham, Nicole

Nottingham, Nicole

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Thank you for the response. I do not have administration access so that is why I couldn't figure it out!

What is effected when you change a user's schedule? For example, we are wanting to change the schedule for some users from the current 40 hours to a lower amount, to show their true availability for billable work. So when we pull the utilization reports, their actual available hours would not show 40, it would be a lower number. Even if they work a total number of 40 hours. But I don't want to mess with the schedule if it going to mess up other areas of the system, like their timesheet, etc.

Thanks for your help!

Nicole
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Aashnee Kamboj, Community Moderator

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Hi Nicole,

Once a schedule is changed the following things will be affected : 

- The time off bookings will now deduct the new schedule hours. For example, if the schedule was 8 hours initially and has been changed to 6 hours, the time off bookings will deduct 6 hours per booked day
- The timesheet validations will be affected. If there are any validations on the timesheet which involve the scheduled hours then they will be affected.

Thanks,
Aashnee
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Nottingham, Nicole

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ok, thank you for the information!