Staff Schedules: General Information

To be able to assign an appropriate staff member to an appointment, you have to create a staff schedule, in which you enter the working days and hours of a staff member who delivers the company's services. Each staff member can have a different working schedule based on their employment contract; planned time off work should also be reflected in these working schedules.

In MYOB Acumatica, you maintain information about staff availability by using staff schedule rules. A staff schedule rule indicates how the working (or non-working) days and hours are calculated for this person. You can define any number of schedules for one employee. For example, you can create a new rule that defines unavailable days each time an employee takes days off for a vacation.

To apply the rules you create to the system (and thus make them effective), you must generate the work schedule.

Learning Objectives

In this chapter, you will learn how to do the following:

• 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 then generate schedules for staff members when you need the ability to accurately assign the staff members to appointments. That is, you want to be able to assign staff members to appointments for performing services and be sure that the staff members are available during the assigned times.