Staff Schedules: General Information

To assign the right staff member to an appointment, you first need to create a staff schedule that defines each person’s working days and hours. Every staff member may have a different schedule depending on their employment terms, and any planned time off should be reflected in these schedules.

In MYOB Acumatica, staff availability is managed through staff schedule rules. Each rule defines how working and non-working days and hours are calculated for a specific employee. You can set up multiple rules for the same employee—for example, to record vacation days or other absences.

Once the rules are created, you must generate the work schedule to make them effective in the system.

Learning Objectives

In this chapter, you will learn how to:

• Create a schedule rule for a particular staff member
• Generate a schedule for a certain period of time

Applicable Scenarios

You create schedule rules and generate staff schedules when you need to assign staff members to appointments accurately. This ensures that staff members scheduled for services are available during the assigned times.